Enabling or disabling Zoom Phone call screening

The call screening feature helps users reduce unwanted calls. When this setting is enabled, incoming direct external callers will be prompted to respond to a button to reach users. Callers who do not respond will be disconnected. Devices will not be able to receive any third-party faxes.

Account owners and admins can enable or disable the Call Screening feature at the account, site, group, user, common area, auto-receptionist, call queue, and shared line group levels. This feature is enabled and unlocked by default for the entire account.

Note: If spam priorities are enabled for the account, this feature doesn't overwrite those priorities.

Requirements for enabling or disabling Zoom Phone call screening

• Pro, Business, or Enterprise account
• Zoom Phone calling plan
• Zoom Phone license

How to enable or disable Zoom Phone call screening

Account

To enable or disable Call Screening for all users in the account:

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Zoom Phone tab.
4. Under General, click the Call Screening toggle to enable or disable it.
5. If a verification dialog appears, click Enable or Disable to verify the change.
6. (Optional) Select the Exclude user and company contacts from call screening, calls will reach users as normal checkbox to exclude contacts from screening. Deselect the checkbox to screen all inbound callers.
   Note: After making your selection, click Save.
7. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Group

To enable or disable Call Screening for a group of users:

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the Zoom Phone tab.
5. Under General, click the Call Screening toggle to enable or disable it.
6. If a verification dialog appears, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
7. (Optional) Select the Exclude user and company contacts from call screening, calls will reach users as normal checkbox to exclude contacts from screening. Deselect the checkbox to screen all inbound callers.
   Note: After making your selection, click Save.
8. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Site

To enable or disable Call Screening for a site:

1. Sign in to the Zoom web portal as an admin with the privilege to edit sites.
2. In the navigation menu, click Phone System Management then Company Info.
3. Click the applicable site name from the list.
4. Click the Policy tab.
5. Under General, click the Call Screening toggle to enable or disable it.
6. If a verification dialog appears, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
7. (Optional) Select the Exclude user and company contacts from call screening, calls will reach users as normal checkbox to exclude contacts from screening. Deselect the checkbox to screen all inbound callers.
   Note: After making your selection, click Save.
8. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Auto receptionist

To enable or disable Call Screening for an auto receptionist:

1. Sign in to the Zoom web portal as an admin with the privilege to edit auto receptionists.
2. In the navigation menu, click Phone System Management then Auto Receptionists.
3. Click the applicable auto receptionist name from the list.
4. Click the Policy tab.
5. Under General, click the Call Screening toggle to enable or disable it.
6. If a verification dialog appears, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
7. (Optional) Select the Exclude user and company contacts from call screening, calls will reach users as normal checkbox to exclude only company contacts from screening. Deselect the checkbox to screen all inbound callers.
   Note: After making your selection, click Save.

Call queue

To enable or disable Call Screening for a call queue:

1. Sign in to the Zoom web portal as an admin with the privilege to edit call queues.
2. In the navigation menu, click Phone System Management then Call Queues.
3. Click the applicable call queue name from the list.
4. Click the Policy tab.
5. Under General, click the Call Screening toggle to enable or disable it.
6. If a verification dialog appears, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
7. (Optional) Select the Exclude user and company contacts from call screening, calls will reach users as normal checkbox to exclude only company contacts from screening. Deselect the checkbox to screen all inbound callers.
   Note: After making your selection, click Save.

Shared line group

To enable or disable Call Screening for a shared line group:

1. Sign in to the Zoom web portal as an admin with the privilege to edit auto receptionists.
2. In the navigation menu, click Phone System Management then Shared Lines.
3. Click the Shared Line Group tab.
4. Click the applicable shared line group name from the list.
5. Click the Policy tab.
6. Under General, click the Call Screening toggle to enable or disable it.
7. If a verification dialog appears, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
8. (Optional) Select the Exclude user and company contacts from call screening, calls will reach users as normal checkbox to exclude only company contacts from screening. Deselect the checkbox to screen all inbound callers.
   Note: After making your selection, click Save.

Phone user

To enable or disable Call Screening for a user:

1. Sign in to the Zoom web portal as an admin with the privilege to edit phone users.
2. In the navigation menu, click Phone System Management then Users & Rooms.
3. Click the Users tab.
4. Click the applicable phone user name from the list.
5. Click the User Settings tab.
6. Under Others, click the Call Screening toggle to enable or disable it.
7. If a verification dialog appears, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
8. (Optional) Select the Exclude user and company contacts from call screening, calls will reach users as normal checkbox to exclude contacts from screening. Deselect the checkbox to screen all inbound callers.
   Note: After making your selection, click Save.

Common area

To enable or disable Call Screening for a common area:

1. Sign in to the Zoom web portal as an admin with the privilege to edit common areas.
2. In the navigation menu, click Phone System Management then Users & Rooms.
3. Click the Common Area tab.
4. Click the applicable common area name from the list.
5. Click the Settings tab.
6. Under Other, click the Call Screening toggle to enable or disable it.
7. If a verification dialog appears, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
8. (Optional) Select the Exclude user and company contacts from call screening, calls will reach users as normal checkbox to exclude contacts from screening. Deselect the checkbox to screen all inbound callers.
   Note: After making your selection, click Save.