Assigning a Delegate in Zoom Phone
Follow these steps to assign a delegate in Zoom Phone:
1. Sign in to the Zoom web portal. (https://zoom.asco.org)
2. In the navigation menu, click Phone, then click the Settings tab. Scroll down to the Delegation & Assistant section and click Set or Add.
3. Select User or Common Area Phone, then specify the phone user or common area phone you want to assign as your delegate, then click Send Invite.
Note: The delegate will need to accept the delegation request. The delegate will receive a notification to accept the delegation request when they view their phone settings in the web portal. You will see a Pending label until the delegate accepts the request. After the delegate accepts the request, their name and extension will appear in the Delegation section.
4. Use the check boxes to change the privileges:
• Places Calls: The delegate can make calls on your behalf using any of your direct phone numbers.
• Answer Calls: The delegate can answer calls on your behalf. They will receive call notifications for inbound calls to your direct phone numbers.
• Pick Up Hold Calls: You can transfer calls to the delegate by placing the call on hold and informing the delegate to answer the call.
5. To add additional delegates, click Add and repeat steps 4 and 5.
To accept a delegation request:
1. Sign in to the Zoom web portal. (https://zoom.asco.org)
2. In the navigation menu, click Phone.
3. Click the Settings tab.
4. In the ‘Assistant for’ section, click Accept to accept a pending request to be a delegate.
5. You will see the delegator you’re assigned to, along with call privileges you have been granted.
