Zoom settings related to call delegation.
The shared line appearance is also known with names like call delegation helps in securing you a convenient way to handle calls on their behalf in their absence. For instance, when a CEO is busy then he or she can delegate the calling discretion to his assistant. And it is the assistant who can handle the call on behalf of the CEO. Further zoom article on comparison of other routing methods provides info about the unsure call delegation for zoom users.
Some of the notable terms used throughout the article are-
- The delegate. It is the common area phone or phone user who tries to receive the call on behalf of the delegation Maximum of fifteen delegates can be assigned by each delegate.
- The delegator. It is the phone user who allocates phone facilities to other common area phones or phone users. For each delegate, there can be up to fifteen delegates.
- The shared lines can be known as the phone lines which are being possessed by the elevator but can be used by the delegates.
Some of the exclusive privileges after call delegation set up are-
- Both delegate and delegator can find the shared line status.
- Both the delegate and delegator can transfer as well as locate the calls on hold for one another.
- It is the delegate who would have direct access to the delegator’s number. In simple words, it means that you can receive or make zoom calls with the delegator’s role.
After fixing up, then you can make settings for call delegation on the zoom mobile app, desktop client, or desk phone.
Learn that,
- This article will indicate the call delegate features from September 2019. In case you have an older version of the call delegation, then get in touch with the support team from zoom to update it.
- When you alter the settings about the call delegation or just set up the call delegation from provisioned desk phones, then it will reboot multiple times.
Preconditions related to the zoom call delegation (also known as shared lines appearance).
- The delegate and delegator should have the zoom phone license and calling plan.
- Your delegation policy setting must be enabled.
Remember, Upto fifteen shared line groups or call delegation setups that every zoom phone user with call delegation can be part of.
Way of assigning a delegate.
Go through these steps when you have the role of the call delegator and you allocate other phone users to receive or make calls on your behalf. The zoom admins also stepwise can follow the process to allocate a delegate to the phone user.
Step 1. To the web portal, zoom sign in.
Step 2. When you’re a phone admin or user then you have to follow the options to drive into the phone settings page.
- Zoom Admin. To the navigation menu,> phone management system> users and rooms. Select the phone user’s screen name once you tap on the user settings section.
- Phone user. Go to the navigation menu and there tap on the phone. There, tap on the settings section.
Step 3. There’s a delegation and assistant section. Where you have to tap on add or set.
Remember, In case you are a zoom admin, tap on the lock button. Where you wish to restrict the associated phone user for removing or altering their delegation settings. When there’s available a pending invite for the user, then the admin would try to lock it. There you would require the zoom user to accept the pending invite before you lock it.
Step 4. Tap on the common area phone or user after which identify the common area phone or phone user you wish to allocate your delegate. Tap on send invite. It would only work when the delegate accepts the invite.
Step 5. There are the following checkboxes that can alter the privileged features-
Remember, In any way, the delegate or phone users won’t be able to change the privileges if the zoom user locked the zoom settings.
- Privileges of the delegate.
- Answer Calls. It’s the delegate who has to accept the call on behalf of the delegator. They also will find inbound calls notifications to the direct phone numbers.
- Place calls. By using any of the direct phone numbers, the delegate can place a call on behalf of the delegator.
- Picking up hold calls. With this feature, the delegator can hold the call and then shift the call to the delegate.
- Privacy. The privacy mode is for the delegator. This is the delegator in locking a call by choosing to enable the check box for privacy mode.
Step 6. For adding the additional delegates, you have to tap on add after repeating step 5 and step 6.
The procedure of viewing delegators and accepting the delegation request.
Before accepting calls on behalf of the delegator. It’s the latter who has to send the request which the delegate has to accept. Follow these steps for viewing the delegators for which you have to accept the delegation responsibilities.
Learn that,
- When you are allocating the common area phone for the role of a delegate then the zoom admin would require you to sign in to the web portal and drive to the users and rooms page for accepting the request.
- In case you are a zoom admin then allocating the delegate to the phone user then the delegation set up is forced. As a result, the delegate is free from accepting the delegation request.
- The delegate using the zoom phone settings from the web portal will receive a delegation request notification there. Unless the delegate answers the request there you will find a pending tag. Their name appears in the delegation section, as soon as they accept the request.
Step 1. To the web portal, zoom sign in.
Step 2. Visit the navigation menu and then phone.
Step 3. Tap the settings section.
Step 4. Under the assistant for section, tap accept which would enable you to answer the pending delegate request. Soon you will get the assigned delegator info besides the granted call privileges.
Remember, get in touch with the delegator when you no longer wish to get assigned as a delegate.
- Answer Calls. It’s the delegate who has to accept the call on behalf of the delegator. They also will find inbound calls notifications to the direct phone numbers.
- Place calls. By using any of the direct phone numbers, the delegate can place a call on behalf of the delegator.
- Picking up hold calls. With this feature, one can hold the call and then shift the call to the delegator.
Way of transferring line keys.
Those delegates or delegators having a desk phone supporting several line keys can customize the aliases and orders of shared lines.
How can the zoom admin from their account view every delegate or delegator?
When you are the account admin or the owner, then you can see every phone user which has associated shared lines and the delegated calling privileges.
Step 1. To the web portal, zoom sign in.
Step 2. From the navigation menu> phone management and following that shared line.
Step 3. Tap on the tab called shared lines appearance.
You will find along with the allocated privileges the list of every call delegator and delegate of your organization.
Step 4. To availing of the zoom call delegation settings, you have to tap on details.
- Extension number- it shows the extension number of the delegator.
- Sites. Only when you have several sites then, it will be displayed. It shows the delegator’s associated site.
- Privacy. It will help you in enabling the privacy mode.
- Delegate privileges. You can utilize the privilege check box for altering the delegation privileges of the delegate.
- Answer Calls. It’s the delegate who has to accept the call on behalf of the delegator. They also will find inbound calls notifications to the direct phone numbers.
- Place calls. By using any of the direct phone numbers, the delegate can place a call on behalf of the delegator.
- Picking up a holding call. Both delegate and the delegator can shift each other calls by locating the call on hold and providing notice to the other party in call answering.
- Monitored. It will show you the monitoring group name when the call monitoring was set up for this call delegation is enabled. You can tap on the group name for editing the call monitoring settings.
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