👋Getting Started for Admins

Your complete guide to deploying, configuring, and managing Zoom Phone for your organization. Whether you're implementing Zoom Phone for the first time or optimizing an existing deployment, this guide

🧠 Who's This For?

This guide is built for:

  • IT administrators deploying Zoom Phone for your organization

  • System admins managing users, call queues, and auto receptionists

  • Telecom managers configuring call routing and number porting

  • IT leaders planning and executing phone system migrations

  • Anyone responsible for configuring and maintaining Zoom Phone at the account level

Whether you're deploying Zoom Phone for the first time or optimizing an existing implementation, this guide covers everything from initial setup to advanced administration.

💡 How to Use This Guide

1. Plan Your Deployment

Review your organization's requirements, license needs, and network preparation before starting configuration.

Start here: Implementation Planning

2. Configure Core Settings

Set up account-level settings including business hours, emergency services, and company information.

Foundation tasks:

  • Account Setup & Access

  • Company Settings & Business Hours

  • Multiple Sites (if needed)

3. Provision Users & Extensions

Add users, assign phone licenses, configure extensions, and set up calling packages.

User management:

  • Adding & Managing Users

  • Assigning Phone Licenses

  • Bulk User Import/Export

4. Set Up Call Routing

Configure call queues, auto receptionists, and IVR menus to route calls intelligently across your organization.

Call routing:

  • Call Queues

  • Auto Receptionists & IVR

  • Call Handling & Forwarding Rules

5. Configure Advanced Features

Enable call recording, monitoring, integrations, and other enterprise features based on your organization's needs.

Advanced administration:

  • Call Recording Policies

  • Call Monitoring & Supervision

  • CRM Integrations

  • Network Configuration

6. Monitor & Optimize

Use analytics, call logs, and reporting tools to track performance and make data-driven improvements.

✅ Prerequisites

Before beginning, ensure you have:

  • Admin access to Zoom web portal with privilege to edit account settings

  • Zoom Phone licenses provisioned to your account

  • Network prepared (firewall ports, QoS configured)

  • Emergency addresses documented for all locations

  • User inventory and license requirements documented

🚦 Start Here Based on Your Phase

🆕 Pre-Deployment Planning

Follow this path:

  1. Implementation Planning - Define scope and requirements

  2. License Planning - Calculate user and license needs

  3. Network Preparation - Configure QoS, firewall, bandwidth

🏗️ Initial Configuration

Essential setup tasks:

  1. Account Setup & Access - Verify admin access and permissions

  2. Company Settings & Business Hours - Configure account-level defaults

  3. Emergency Services - Set up E911 and emergency addresses

  4. Audio Library - Upload greetings and hold music

👥 User Provisioning

Getting users live:

  1. Adding & Managing Users - Create user accounts

  2. Assigning Phone Licenses - Provision phone service

  3. Number Porting - Migrate existing phone numbers

📞 Call Routing Setup

Configure intelligent call handling:

  1. Auto Receptionists & IVR - Set up main company lines

  2. Call Queues - Configure team-based call distribution

  3. Call Handling Rules - Define business/closed/holiday hours

🚀 Advanced Features

Enterprise capabilities:

  1. Call Recording Policies - Compliance and training

  2. Call Monitoring - Supervisor coaching tools

  3. CRM Integrations - Connect to Salesforce, HubSpot, etc.

  4. Multiple Sites - Multi-location management

📊 Where to Manage Zoom Phone

Administrative tasks are primarily managed through:

  • Zoom Web Portal (admin.zoom.us) - Primary admin interface for all configuration

  • Phone System Management - Dedicated section for users, call queues, auto receptionists, and settings

  • Account Management - Billing, licenses, and high-level account settings

  • Reports & Analytics - Call logs, queue analytics, and usage reporting

🆘 Common Admin Questions

How do I port existing phone numbers? See Number Porting for self-service (under 100 numbers) or assisted porting (100+ numbers).

How do I set up a main company phone line? Start with Auto Receptionists & IVR to create a professional call routing experience.

How do I assign phone licenses to users? Check out Assigning Phone Licenses for step-by-step provisioning.

How do I configure call recording for compliance? Visit Call Recording Policies to set up automatic recording with consent prompts.

How do I set up multiple office locations? See Multiple Sites Management to configure site-specific settings and routing.

How do I bulk import 100+ users? Use Bulk User Import to provision users via CSV upload.

Ready to get started? Begin with Implementation Planning to assess your requirements, then move to Account Setup & Access to configure your Zoom Phone environment.

Browse all admin articles using the table of contents on the left.

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