Assigning a Delegate

Follow these steps if you want to be a delegator and assign another phone user to make and receive calls on your behalf.

1. Sign in to the Zoom Web Portal.
2. In the navigation menu, click Phone.
3. Click the Settings tab.
4. In the Delegation section, click Set or Add.
5. Select User or Common Area Phone, then specify the phone user or common area phone you  want to assign as your delegate, then click Save. 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:

                   
Note: If you're assigning a common area phone as a delegate, a Zoom Phone admin needs to sign in to the web portal and go to the Users & Rooms page to accept the delegation request.

6.       Use the check boxes to change the delegation privileges of the delegate:

• • • 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.

7.       To add additional delegates, click Add and repeat steps 5 and 6.

Accepting a delegation request and viewing delegators

If someone requested you as their delegate, you can accept the delegation request before you can make and receive calls on their behalf. You can also follow these steps to view the delegators you have accepted delegation responsibilities for.

1. Sign in to the Zoom Web Portal.
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. You will see the delegator you’re assigned to, along with call privileges you have been granted.

Note: Contact the delegator if you no longer want to be assigned as a delegate.

• • • Places Calls: You can make calls on behalf of the delegator by using their direct phone numbers.
    • Answer Calls: You can answer incoming calls to the delegator's direct phone numbers.
    • Pick Up Hold Calls: You can transfer calls to the delegator by placing the call on hold and informing the delegator to answer the call.