Using Zoom Phone role management

Overview

You can use the role management feature to control access to features and settings in the Zoom web portal.

Note: To allow users to view and/or edit all Zoom Phone settings in the web portal, you can assign them the Phone Management role using account-level role management. Alternatively, you can use the Phone Super Admin role detailed in this article.

This article covers:

• Default roles
• Adding members to roles
• Adding targets to roles
• Duplicating a default role and changing privileges
• Privileges
  
  • Phone Super Admin
  • Phone Site Admin
  • Call Queue Admin
  • Auto Receptionist Admin

Default roles

There are four existing Zoom Phone roles that you can use:

Role name	Level of access
Phone Super Admin	All Zoom Phone features and settings in the web portal.
Phone Site Admin	Zoom Phone features and settings for a specific site, excluding settings that can only be changed at the account level.
Call Queue Admin	Features and settings for the specified target call queues, included associated call logs and recordings.
Auto Receptionist Admin	Features and settings for the specified target auto receptionist. This doesn't include access to the associated call logs.

To use these roles, follow the sections below to assign members and targets.

Note:

• The Phone Super Admin role doesn't require targets since it applies to all features and settings in the web portal.
• You can't directly change the privileges for the 4 default roles. You can duplicate the role then change the privileges.

Adding members to roles

1. Sign in to the Zoom web portal as the account owner or someone that has access to edit roles.
2. In the navigation menu, click User Management then Role Management.
3. Click the Phone tab.
4. Click Edit next to the role you want to assign members to.
5. Click the Role Members tab.
6. Click Add Members.
7. Enter names or email addresses to specify users to add as members.
   Note: The users you assign must have a Zoom Phone license.
8. Click Add.

Note: You can also add members to roles using the User Management page.

Adding targets to roles

Add targets to specify the sites, call queues, or auto receptionists that the role applies to.

1. Sign in to the Zoom web portal as the account owner or someone that has access to edit roles.
2. In the navigation menu, click User Management then Role Management.
3. Click the Phone tab.
4. Click Edit next to the role you want to assign members to.
5. Click the Targets tab.
6. Click Add Targets.
7. Select the sites, call queues, or auto receptionists to add to the role.
8. Click Add.

Duplicating a default role and changing privileges

1. Sign in to the Zoom web portal as the account owner or someone that has access to edit roles.
2. In the navigation menu, click User Management then Role Management.
3. Click the Phone tab.
4. Click Duplicate next an default role.
   A copy of the role will be added to the bottom of the roles table.
5. Click Edit next to the copied role.
6. In the Role Settings tab, change the privileges.
7. Assign members and targets to the role.

Privileges

You can change phone privileges depending on the default role you duplicated:

Phone Super Admin

• Phone Number: View or edit phone number settings.
• User and Rooms: View or edit phone users, Zoom Rooms, and common area phones.
  Note: This privilege includes setting up call delegation for phone users.
• Audio Library: View or edit site-level or account-level audio settings.
• Manage emails that receive forwarded voicemails: View or edit emails where voicemails are forwarded to.
• Recording Access: View and play recordings using the account-level call log.
  Note: This privilege doesn't include the ability to grant access to call recordings.
  
  • Download: Download recordings using the account-level call log.
  • Delete: Delete recordings using the account-level call log.
• Call Log: View or edit the account-level call log.
• All Other Features: View or edit all other features including the following.
  • Auto receptionists
  • Call queues
  • Shared lines groups
  • Phones and devices
  • Call monitoring
  • Account-level settings

Phone Site Admin

This role has the same privileges as the Phone Super Admin, but privileges are restricted to the target sites. For example, the Phone Number privilege allows members to view or edit phone numbers assigned to target sites.

Call Queue Admin

Note: These privileges will only apply to the specified target call queues.

Queue Management

• Manage Basic Information: View or edit basic information including name, phone number, extension number, time zone, prompt language and site.
• Configure Automatic Call Recording: View or edit the policy setting for automatic call recordings.
• Voicemail Access: View and play voicemail.
  • Download: Download voicemail.
  • Delete: Delete voicemail.
• Recording Access: View and play recordings.
  • Download: Download recordings.
  • Delete: Delete recordings.
• Call Log: View or edit call log entries for the target call queues.
• All Other Features: View or edit all other features and settings not covered by the privileges above.

User Access Management

• Manage Call Queue membership: View or edit call queue membership.
• Manage users access to voicemail: View or edit users that can access the voicemail inbox.
• Manage emails that receive forwarded voicemails: View or edit emails where the call queue's voicemails are forwarded to.
• Manage users access to voicemail transcriptions: View or edit the policy setting for voicemail transcriptions.
• Manage users access to recordings: View or edit users that can access recordings.

Auto Receptionist Admin

Note: These privileges will only apply to the specified target auto receptionists.

• Manage users access to voicemail: View or edit users that can access the voicemail inbox.
• Voicemail Access: View and play voicemail.
  • Download: Download voicemail.
  • Delete: Delete voicemail.
• Manage emails that receive forwarded voicemails: View or edit emails where the auto receptionist's voicemails are forwarded to.
• Manage users access to voicemail transcriptions: View or edit the policy setting for voicemail transcriptions.
• All Other Features: View or edit all other features and settings not covered by the privileges above.