Managing Zoom Phone ad hoc recording settings

Account owners or admins can enable or disable the following policy settings for ad hoc call recording:

All call recordings will be saved to the cloud. By default, phone users can access, download, and delete their own ad hoc recordings. Admins can change their level of access. Additionally, admins can access all call recordings using the call log or recording log. Users can access their own ad hoc call recordings using call history.

Learn more about managing automatic call recording.

Notes:

Requirements for managing ad hoc call recording settings

Limitations for ad hoc call recording settings

Ad hoc call recording has the following limitations:

Table of Contents

How to enable or disable ad hoc call recording

Note: If you have multiple sites enabled, you can change these settings at the site level. If you have multiple sites disabled, you can change these settings at the account level.

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 Ad Hoc Call Recording toggle to enable or disable it.
  5. If a verification dialog appears, click Enable or Disable to verify the change.
    Note: You must acknowledge and accept the terms and conditions of ad hoc recording.
  6. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
  7. Manage ad hoc call recording settings.

Group

  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 Ad Hoc Call Recording toggle to enable or disable it.
  6. If a verification dialog appears, click Enable or Disable to verify the change.
    Notes:
  7. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.
  8. Manage ad hoc call recording settings.

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 Ad Hoc Call Recording toggle to enable or disable it.
  6. If a verification dialog appears, click Enable or Disable to verify the change.
    Notes:
  7. (Optional) To prevent all users in the site from changing this setting, click the lock icon , and then click Lock to confirm the setting.
  8. Manage ad hoc call recording settings.

Phone 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 Policy tab.
  6. Under General, click the Ad Hoc Call Recording toggle to enable or disable it.
  7. If a verification dialog appears, click Enable or Disable to verify the change.
    Notes:
  8. Manage ad hoc call recording settings.

Common area

Note: Zoom Phone Pro or a higher calling plan is required for recording.

  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 Areas tab.
  4. Click the applicable common area name from the list.
  5. Click the Policy tab.
  6. Under General, click the Ad Hoc Call Recording toggle to enable or disable it.
  7. If a verification dialog appears, click Enable or Disable to verify the change.
    Notes:
  8. Manage ad hoc call recording settings.

How to manage ad hoc call recording settings

Note: Certain settings must be enabled by Zoom and will be rolled out to accounts over time.

After enabling Ad Hoc Call Recording, you can customize the following settings.

Access Permissions

Control who has access to call recordings. This member list can be managed on the Zoom Phone role management page.

  1. Under Access Permissions, click Access Member List.
    A pop-up window will appear.
  2. In the window, filter the member list by using the search bar to search by name or extension, or using the site dropdown to select the site.
  3. View the member list by user, extension, permission, and site.
  4. In the top-right corner, click Manage.
    You will be directed to the Zoom Phone role management page, where you can manage user roles and permissions.
  5. On the Zoom web portal page, select the following checkboxes:
  6. Click Save.
note icon
Additionally, account owners and admins can share call recordings with a phone user and control whether phone users can access their call recordings. Learn more about sharing call recordings with specific phone users and call queues.

Audio Notifications

  1. Under Audio Notifications, click Manage to change audio notification settings.
  2. Click Save.

Other settings

  1. Under Other settings, click Manage to change the settings:
  2. Click Save.

How to enable or disable ad hoc call recording for call queues

When enabled, the queue member User policy for ad-hoc recording will control whether individual queue members can record. Recordings will be owned by the users. When disabled, queue members cannot record calls for this queue regardless of their User policy.

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 Allow member Ad Hoc Call Recording for Queue Calls toggle to enable or disable it.
  6. If a verification dialog appears, click Enable or Disable to verify the change.