Setting up shared line groups in zoom

It is possible for Zoom Phone admins to create a shared line group that allows them to transfer phone numbers and extensions to a group of phone users or common area phones. A shared line group has a direct phone number and voicemail that can be accessed by all members of the group who have been added to it. Shared line groups can be configured with custom business and closed hours, as well as holiday hours, and routing rules can also be specified. It may be a good idea to check out our comparison of call routing methods if you aren’t sure that shared line groups fit your use case.

The following terms are used in this article:

• It is your Zoom Phone admin who adds members to the shared line group. Shared line groups can only have a maximum of one member per group. You do not have to have members belonging to the same site as the shared line group if you enable multiple sites.

• The shared line is a group of direct numbers that are assigned to a shared line group and then shared among the members of the group.

As soon as the shared line group has been set up, members can use a desk phone or the Zoom desktop client / mobile app to use the shared line group. Additionally, you can set up call monitoring for shared line groups and you can change the settings for shared line groups as well. It is also possible to set up conference barge while configuring call monitoring, which allows members to barge into shared line group calls while configuring call monitoring.

This article covers:

• Limitations of shared line groups

  • Calling and voicemail

  • Members

• How to set up a shared line group

• How to add members

Prerequisites for setting up shared line groups

• Pro, Business, or Education account

• Account owner or admin privileges

• Zoom Phone license

• If a user or common area phone is a member of a Zoom Phone shared line group, then the user or common area phone must have a Zoom Phone Metered, Unlimited, or Pro plan.

Limitations of shared line groups

In order to make the most effective use of shared line groups, you should consider the following limitations:

Calling and voicemail

• There is no limit to the number of phone numbers that can be added to a shared line group. These numbers can be used by all members for making and receiving phone calls.

• It has been found that a shared line group is capable of handling up to four simultaneous calls by default.

• If you choose to route your call to voicemail, you will be able to do so only to the shared line group’s voicemail box. Voicemails belonging to another extension cannot be routed to an inbox that belongs to a different extension.

• All members of a shared line group will be notified of incoming calls at the same time.

Members

• It is possible for a shared line group to contain up to ten members.

• Up to ten shared line groups can be assigned to each phone user while he or she is using the service.

• Users of phones or phones in common areas can be added as members to your account.

• Shared line groups do not have a calling plan attached to them. A calling plan must be assigned to each member in order for them to make calls.

• Voicemails for shared lines can be accessed by all members of the group by default.

• A voicemail PIN will be required for phones that are members of a shared line group so that they can access the group’s voicemail.

• It is essential that the user or the common area phone have either a Metered or Unlimited Zoom Phone plan in order to join a shared line group.

• It is not possible to be a member of a shared line group if there is a common area phone that is licensed as a common area phone.

Please take a look at the comparison of call routing methods if you are not sure whether shared line groups are right for your use case.

How to set up a shared line group

1. Please sign in to the Zoom web portal by clicking here.

2. Select Phone System Management from the navigation menu and then select Shared Lines from the drop-down menu.

3. In the Shared Line Groups tab, click the Shared Line Groups button.

4. Please click on the Add button.

5. Here is the information you need to enter:

   • Site (only visible if you have multiple sites): Choose the site where you would like the shared line group to be located.
     

       Note: If you belong to another site, you can add members from that site as well.

   • Display Name: If you would like to provide a name for the shared line group, please enter it here.

   • Description (Optional): Provide a brief description about the shared line group in order to make it easier to identify.

   • Extension Number: To assign the shared line group to an extension number, enter the extension number in the field provided.

6. To add members, please follow the instructions in the next section.

How to add members 

1. Zoom’s web portal can be accessed by signing in.

2. Select Phone System Management from the navigation menu and then select Shared Lines from the drop-down menu.

3. In the Shared Line Groups tab, click the Shared Line Groups button.

4. You can select a shared line group by clicking on its name.

5. You can find a list of all members of the group by clicking View or Edit in the Members section. You can also add new members to the shared line group. The members of the shared line group do not need to belong to the same site as the members of the shared line group if you have enabled multiple sites.

As soon as you have set up a shared line group, you will be able to make changes to its settings.

All content and images credit goes to https://support.zoom.us