Managing retention policy for Zoom Phone

Retention policy allows account owners and admins to configure rules for what data is retained, the duration of the retention period, and how to delete data after the retention duration. Account owners and admins can allow Zoom to automatically delete data after retention duration.

Requirements for managing retention policy for Zoom Phone

• Zoom Phone license
• Paid Zoom account
  Note: Standalone customers (accounts with one user) can’t use group management.
• Account owner or admin privileges
• Admins must have the following privileges to access these Zoom Phone setting levels:
  • Group-level policy settings: Groups privilege
  • Site-level policy settings: Phone Site Admin or Phone Super Admin default role; or Phone Management privilege
  • Account-level policy settings: Account settings privilege

Note: By default, Zoom Phone admins with the Phone Site Admin role do not have access to group management to change group-level policies.

How to change the retention policy for Zoom Phone

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 Auto delete data after retention duration toggle to enable or disable it.
5. If a verification dialog appears, click Enable or Disable to verify the change.
6. Click Edit to select the retention period for Zoom Phone.
   A pop-up window will appear.
7. In the window, select the feature to apply a retention policy, and enter the specific days as the retention duration.
   Notes:
   • By default, the retention period is set to 180 days, but you can select retention periods ranging from 1 to 4000 days.
   • Some of the call data will be kept in Charge Reports.
8. Under After Retention Duration, click the dropdown menu and select from the following options:
   • Soft Delete Data: Data soft-deleted may be restored in some cases.
   • Permanently Delete Data: Data permanently deleted cannot be restored.
9. Under Then Auto-Permanently Delete, click the dropdown menu and select either Never or the number of days that you want.
10. Click Save.
11. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Site

Note: This section only applies if you have multiple sites.

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 Auto delete data after retention duration toggle to enable or disable it.
6. If a verification dialog appears, click Enable or Disable to verify the change.
7. Click Edit to select the retention period for Zoom Phone.
   A pop-up window will appear.
8. In the window, select the feature to apply a retention policy, and enter the specific days as the retention duration.
   Notes:
   • By default, the retention period is set to 180 days, but you can select retention periods ranging from 1 to 4000 days.
   • Some of the call data will be kept in Charge Reports.
9. Under After Retention Duration, click the dropdown menu and select from the following options:
   • Soft Delete Data: Data soft-deleted may be restored in some cases.
   • Permanently Delete Data: Data permanently deleted cannot be restored.
10. Under Then Auto-Permanently Delete, click the dropdown menu and select either Never or the number of days that you want.
11. Click Save.