Zoom client or app call delegation usage.
After September 2019, this article is about every recent call delegation feature. For updating to the latest version of Val delegation, contacting the zoom support team is mandatory.
The Shared Line Appearance or Call delegation shares a convenient means to allocate the handling of calls in their absence for the zoom phone users. For instance, call privileges are assigned to the assistant by the executive. Or permitting the assistant or sending or receiving calls on behalf of the executive.
Get accustomed to the terms used in the article:
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- The delegate. In the delegate, the common phone users or phone users can place or accept the zoom call on behalf of the delegator. Up to 15 delegators are allocated to each delegate.
- Shared lines. This is possessed by the elevator as a direct phone number and also being used by the delegates.
- The delegator. Those phone users allocate the phone discretions to another user of the phone or the common area phone. Every delegator can allocate up to 15 delegates.
On provisioned desk phones such call delegation can be used. When the zoom admin enables the feature, one can use for the phone users, the call monitoring element.
Preconditions for a mobile app or desktop client call delegation feature.
- The phone user should at least have a zoom desktop client of Mac OS, a Windows client of 4.5.4 version or above.
- For zoom mobile client version of 4.5.5 or above for the iOS or Android version.
- Both the delegate and the delegator should hold the zoom phone license and calling package.
- There should be a zoom web portal’s call delegation setup.
- The zoom admin should enable the delegation policy setting.
Process of choosing the shared line.
Before making the call, the delegate or the delegator can choose the shared line.
Delegate.
Step 1. To the zoom movie app or desktop client, have sign in to zoom.
Step 2. Choose the phone tab.
Step 3. From the menu of the dial pad tap on caller ID.
There you will figure out the name of the delegation above the shared lines.
Delegator.
Step 1. To the zoom movie app or desktop client, have a sign in to zoom.
Step 2. Choose the phone tab.
Step 3. From the menu of the dial pad tap on caller ID.
There will be some direct phone numbers in the shared lines where you can find your direct phone numbers. From the call delegation settings, find out who is open to these shared lines.
Way of making a call by the delegator.
After selecting the shared line, a call is being made by the delegator. This the delegate can find the delegators using the line.
Delegate.
The lines section would manifest the delegator’s name used by the shared line, call duration, or calling number.
Delegator.
Once selecting the shared line, you can place the call.
Way of making a call by the delegate.
After selecting the shared line, a call can be made by the delegate on behalf of the delegator. The shared line can be depicted as busy for the delegator.
Delegator.
Visit the lines tab which would manifest the delegate’s name used by the shared line, call duration, or calling number.
Delegate.
Once selecting the shared line, place the call.
The procedure of receiving the call.
When someone efforts to make a call via the shared line, both the delegate and the delegator would receive the zoom call notifications.
Delegate.
The delegator’s name will be shown in the call notification after the call for.
Delegator.
The shared line number will be shown to the call notification.
Remember, when someone is busy over a phone and at that time the delegator or the delegate receives the call in shared lines then, they either can make the call on hold or can accept the call.
Way of call transferring.
When the delegate or the delegate gets a zoom call on the shared line, then they can transfer the call to others or may accept the call.
Remember,
- Elevate the active call to the delegators or delegate’s instant or scheduled meeting.
Mobile app.
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- For the Delegate. In the call controls place to hold the call, select the hold tab.
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- For the Delegator. To see the placed call that the delegate has made on hold, just select the ‘lines’ section.
- Delegator. There’s a phone hold icon, just tap on it. It will enable you to accept the call on hold.
- By following a similar process, the delegator can either shift the call back to the delegate or end the call as soon as the call ends. (There’s a phone icon in the lines tab, which enables you in placing the call or notifying the delegate to accept the call).
Desktop client.
- For the Delegate. In the call controls place to hold the call, select the hold tab.
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- For the Delegator. To see the placed call that the delegate has made on hold, just select the ‘lines’ section.
- Delegator. There’s a phone hold icon, just tap on it. It will enable you to accept the call on hold.
- By following a similar process, the delegator can either shift the call back to the delegate or end the call as soon as the call ends. (There’s a phone icon in the lines tab, which enables you in placing the call or notifying the delegate to accept the call).
The process to see the zoom call recordings.
By taking the help of shred lines, the delegator or the delegate records the zoom call, then the call recording is accessible to the person who is making the recording.
For instance, when using the shared line the delegator records the call then you will find the recording in the history tab.
The procedure of seeing the zoom voicemail inbox.
Both the role of deleting or playing the voicemails can be done by the delegates or delegates leftover for shared lines.
- From the zoom mobile app, desktop client, or web portal, the delegate can see the zoom voicemail messages.
- In case the delegator or the delegate works with the role of I played a voicemail message. Then, the message will get displayed to other delegates and delegates.
- N an instance, if the delegator or the delegate erases a voicemail message, then it would get deleted from all related delegators or delegates.
Delegate.
The voicemail messages from the shared lines are shown as regular voicemail messages.
Those voicemail messages possessed by the shared lines can only be viewed in this way-
Step 1. Select the drop-down menu available under the voicemail section.
Step 2. Take the help of checkboxes in choosing the name of the delegators.
All credit- zoom.us
https://support.zoom.us/hc/en-us/articles/360031092952-Using-call-delegation-client-or-app-