Zoom Workplace App for Zoom Phone

Wycliffe USA 

Zoom Workplace App for Zoom Phone

v20250520.JW

Purpose and Scope

The purpose of this article is to provide a comprehensive and easy-to-follow guide for users to successfully download, install, and begin using the Zoom Workplace mobile application specifically for its Zoom Phone functionalities. It aims to empower users to leverage their mobile devices for business communications, ensuring they can make and receive calls, manage voicemails, and access contacts from anywhere.

Scope

This article covers the steps required to:

• Download the Zoom Workplace app from official app stores (Apple App Store for iOS and Google Play Store for Android).

• Install the application on a mobile device.

• Initial setup and sign-in procedures, including granting necessary permissions for full functionality.

• Basic usage of Zoom Phone features within the Zoom Workplace app, such as making and receiving calls, accessing voicemail, and managing in-call options.

• General tips for optimizing the user experience with Zoom Phone on a mobile device.

This article does not cover advanced Zoom Phone administrative configurations, troubleshooting complex network issues, or functionalities outside of Zoom Phone within the Zoom Workplace app (e.g., meeting scheduling, chat features, or whiteboard, beyond their basic interface presence).

Support Channels

• Wycliffe USA Helpdesk

  • (Email) helpdesk@wycliffe.org

  • (Ticket) helpdesk.wycliffe.org

How To / Setup / Installation

1. Downloading the Zoom Workplace App

The Zoom Workplace app is available for both iOS (Apple) and Android devices.

• For iOS Devices (iPhone/iPad):
  
  

  1. Open the App Store on your device.

  2. Tap the Search icon (magnifying glass) at the bottom right of the screen.

  3. In the search bar, type "Zoom Workplace" and tap Search.

  4. Locate "Zoom Workplace" by Zoom Video Communications, Inc. in the search results.

  5. Tap GET or the Cloud icon with a downward arrow to download the app. You may need to authenticate with your Apple ID, Face ID, or Touch ID.

• For Android Devices:
  
  

  1. Open the Google Play Store on your device.

  2. Tap the Search bar at the top of the screen.

  3. Type "Zoom Workplace" and tap the Search icon (magnifying glass).

  4. Locate "Zoom Workplace" by Zoom Video Communications, Inc. in the search results.

  5. Tap Install to download and install the app.

2. Installing and Initial Setup

Once the download is complete, the app will automatically install.

1. Open the Zoom Workplace App:
   
   

   • After installation, tap Open from the App Store or Google Play Store.

   • Alternatively, find the Zoom Workplace icon on your home screen or in your app drawer and tap it to launch.

2. Sign In:
   
   

   • Upon opening the app, you'll see options to "Join a Meeting" or "Sign In."

   • Tap Sign In.

   • You'll likely be presented with several sign-in options:

     • Email Address: Enter the email address and password associated with your Zoom account.

     • Google/Facebook/Apple: If your Zoom account is linked to one of these services, you can sign in using those credentials.

3. Grant Permissions (Important for Phone Functionality):
   
   

   • The app will request various permissions to function correctly, especially for Zoom Phone. It's crucial to grant these permissions.

   • Microphone: Essential for making and receiving calls.

   • Notifications: Allows you to receive incoming call alerts and voicemails.

   • Contacts: Enables you to access your device contacts within the Zoom app for easy dialing (optional but recommended for convenience).

   • Camera: Needed for video calls if you plan to use this feature (not strictly for Zoom Phone, but part of the overall app).

   • Phone (Android specific): May be requested to manage phone calls.

3. Using Zoom Phone in the Zoom Workplace App

Once signed in and permissions granted, you'll land on the main Zoom Workplace app interface. To access Zoom Phone features:

1. Navigate to the Phone Tab:
   
   

   • At the bottom of the screen, you'll see a navigation bar.

   • Tap the Phone icon (usually a phone receiver). This will take you to your Zoom Phone interface.

2. Making Calls:
   
   

   • Dial Pad: Tap the Keypad icon (usually a square of dots or a dial pad icon) to bring up the dial pad. Enter the phone number and tap the Phone icon to dial.

   • Contacts: Tap the Contacts tab within the Phone section. You can search for existing Zoom contacts, device contacts (if synced), or company directory contacts. Tap a contact to call them.

   • Call History: Tap the Recents or History tab to see your incoming, outgoing, and missed calls. Tap a number to redial.

3. Receiving Calls:
   
   

   • When you receive an incoming Zoom Phone call, your device will display a notification, similar to a standard phone call.

   • You'll see options to Accept or Decline the call.

4. Voicemail:
   
   

   • Tap the Voicemail tab within the Phone section.

   • Here you can listen to your voicemails, view voicemail transcripts (if enabled), and manage your voicemail messages.

5. Managing Calls:
   
   

   • During a Call: While on a call, you'll have options to:

     • Mute/Unmute: Mute your microphone.

     • Speaker: Switch between handset, speaker, and Bluetooth.

     • Hold: Place the call on hold.

     • Add Call: Add another participant to the call (conference call).

     • Transfer: Transfer the call to another person.

     • Park: Park the call to be picked up from another Zoom Phone device.

     • Record: Record the call.

     • Keypad: Access the dial pad to enter numbers (e.g., for automated menus).

   • Switch to Video: If desired, and if the other party is also a Zoom user, you can seamlessly switch a phone call to a Zoom video meeting.

6. Settings (Zoom Phone Specific):
   
   

   • To access Zoom Phone specific settings, tap the More or Settings icon (often three dots or a gear icon) within the Phone tab.

   • Here you can configure:

     • Call Handling: How incoming calls are routed.

     • Call Forwarding: Set up rules for forwarding calls.

     • Voicemail Greeting: Record or change your voicemail greeting.

     • Blocked Numbers: Manage blocked numbers.

     • Call Quality: View network statistics.

Tips for Optimal Use:

• Strong Internet Connection: For the best call quality, ensure you have a stable Wi-Fi connection or strong cellular data signal.

• Notifications: Keep notifications enabled for the Zoom Workplace app to ensure you don't miss any incoming calls or voicemails.

• Background App Refresh: On iOS, ensure "Background App Refresh" is enabled for Zoom Workplace to receive calls reliably when the app isn't actively open.

• Familiarize Yourself: Spend some time exploring the different tabs and options within the Zoom Phone section of the app to become comfortable with its features.

IT Department: If you encounter any issues with signing in or specific Zoom Phone functionalities, contact your organization's IT support team.