Managing multiple sites in zoom App

Overview

An organization’s phone users can be organized using sites. Depending on the location of each office, you could create different sites. Multiple sites have the following benefits:

• You can route calls differently for each site because each has its own auto receptionist.
• You can better manage your extensions by having each site’s own caller ID name, phone number, call queue, and desk phone.
• Users can identify phone extensions that belong to the same site by assigning them a site code.
• A site can customize some settings, such as business hours, rather than having them applied globally.

Note:

Zoom will automatically create a main site after you enable multiple sites in the Multiple Sites tab and move everything to this site. The main auto receptionist for the main site will have one main company number.

In the diagram below, we see a two-site setup with a main office (the headquarters) and a satellite office (the satellite office):

 

Prerequisites

• Accounts for professionals, businesses, and educators are available
• With owner or administrator access
• By licensing Zoom Phone

Enabling multiple sites

Note:

It is recommended that Zoom create a main site and move everything to this site (referred to as the Main Site in the Multiple Sites page) once multiple sites are enabled. The main auto receptionist at the main office will have one main company number.

1. Access the Zoom web portal by signing in.
2. Select Phone System Management from the navigation menu. Then select Company Info from the dropdown menu.
3. You will then be able to access your account settings.
4. If you click the Enable Multiple Sites button in the Multiple Sites section, it will enable multiple sites.
5. If you want, you can enable and assign local site codes.

Adding a site

Your organization can organize phone users by adding sites after enabling multiple sites. For an example, see the overview section.

1. Access Zoom’s web portal by logging in.
2. On the left hand side of the page, click Phone System Management, followed by Company Information.
3. Click Add site and enter the required information:
   • Display Name:
   • Give the site a name to make it easier to identify.
   • Site Code (only visible if you enable site codes):
   • Click here to enter a site code.
   • Short Extension (only visible if you have site codes):
   • This option allows you to specify the length of a short extension number. Should there be conflicts between existing extensions and this requirement, you will be prompted to fix them.
     • Range (Optional):
     • Set an optional number range.
   • Main Auto Receptionist:
   • Adding a new auto receptionist for the site, or copying an existing one, is as simple as clicking Add. A main auto receptionist will be assigned to receive calls from the site.
   • Country:
   • The default address for emergencies for the site. Extending the address will not work.
   • Default Emergency Address:
   • If you have previously added an emergency address, click Add and select it. If you haven’t, enter a new address.
     Note:
   • Adding a phone number or user to the site will automatically apply this emergency address.
4. Press the Save button.
5. Add another site by repeating the above steps.

The site-level settings are changed after you add a site.

Moving users, common area phones, auto receptionists, and call queues to another site

If you create phone users, common area telephones, automatic receptionists, or call queues and then move them to another site in your account, you can move them.

1. Join the Zoom web portal by logging into your account.
2. Click Phone System Management and navigate to one of these pages:
   • There are two tabs for Users and Rooms. Users, Zoom Rooms, and Common Area Phones.
   • Feature: Auto Receptionist
   • With Call Queuing
3. By checking the box next to each item that you wish to move, you can then click the Move Site button at the top of the table.
4. Choose the new destination and click the Confirm button.

Disabling multiple sites

Prior to turning off multiple sites, make sure your users, numbers, and phones have been moved to the main site.

Deleting sites and moving assets to the main site

1. Access the Zoom web portal by signing in.
2. Select Phone System Management then Company Info from the navigation menu.
3. To find a site that has not been designated as the Main Site, click on its name.
4. You will then be able to click the Delete button.
5. If you want to move all your users, numbers, and phones to your main site, you may select it in the drop-down menu.
6. If you have other sites, repeat these steps.

Disabling multiple sites

You can turn off multiple sites after you delete all but the main site.

1. You need to sign in to Zoom.
2. Select Phone System Management from the navigation menu, then click Company Info.
3. Navigate to the Account Settings page.
4. Tick the box next to Multiple Sites.
5. Confirm by clicking Disable.