Zoom Web Portal - Initial configuration settings

This document details the initial configuration steps for your Zoom phone

Getting started

• Log in to the Zoom Web Portal by going to https://zoom.lynn.edu.
  • Click Sign in and enter your Lynn email address and password.
  • 

First-time phone setup

• On the left-side panel, click on Phone.
  • 
  • Enter your default area code.  This is for outbound calling.
  • Select the correct time zone from the pull-down menu.
  • Set your Voicemail pin code.
  • Click setup when done.

Basic Phone Settings

• Click on the settings tab at the top.
  • 
  • Your correct extension will appear here.  If it is not correct, contact IT support as soon as possible.
  • The Emergency Address will be automatically set by Lynn.
    • If you are a remote or hybrid employee, please set your personal emergency address.

Call Handling

• Under the call handling section, you can set up options for receiving calls.
  • 
  • Set your business hours (Times when calls can be received).
  • Max Wait Time (Time for ringing before going to Voicemail).
  • Busy setting
    • Call Waiting
    • Forward to Voicemail
    • Play message and disconnect
    • Busy signal
    • Forward to another extension
  • When not answered
    • Forward to Voicemail
    • Play message and disconnect
    • Disconnect
  • Set Holiday/Out of Office Hours and Call Handling Options.

Delegation and Assistant

• Call Delegation (Shared Line Appearance)
  • The delegator is the phone user that assigns phone privileges to another phone user or common area phone.
    • Each delegator can have up to 15 delegates.
  • The delegate is the phone user or common area phone that makes and receives calls on the delegator's behalf.
    • Each delegate can be assigned to a maximum of 32 delegators.
  • Shared lines are direct phone numbers that belong to the delegator but can be used by their delegates.
• Under the Delegation and Assistant section, click the set button.
  • 
  • Select User or Common Area from the pull-down menu.
    • Search the name or the extension of the user or the extension of the common area phone.
    • Click Invite.
  • Instruct the invitee to log in and accept the delegation request.
    • That person can now place calls, answer calls, and pick up on-hold calls from the delegator.

Desk Phone Options

• Under the Desk Phone heading:
  • 
  • You can lock or unlock your desk phone’s display and enter a 6-digit pin number to unlock it.
  • You can set up the line keys on your desk phone.
    • Click the View or Edit button next to Keys and Positions.
    • 
    • Most desk phones have 4 line keys. To add or modify line keys, press the Manage Key button.
      • Click Set Key in a blank space. Select the type of key:
        • Busy Lamp Field (BLF) – Internal extension
        • Speed Dial – Any number
      • When finished, scroll down and press save. The phone will re-sync to reflect the changes.

Other Options

• Under the Others heading
  • 
  • Give others access to your voicemail (Click set and search for user or extension).
  • Click Manage Block List to add or view blocked phone numbers.
  • Block other calls by turning on the toggle switches.
  • Select an audio prompt language.