Connect Zoom to the dashboard – IT Solver Support

When IT Solver turns on Zoom management, you can connect your Zoom account to the IT Solver dashboard. You can then manage Zoom Phone line keys from the Business Phone page.

Zoom management is not turned on yet

At this time, no business can connect Zoom. When an owner or IT manager opens the Business Phone page, the Zoom connection section shows Zoom management is not enabled yet. The Your final steps section shows No action is required now. and IT Solver is preparing the secure Zoom connection. Zoom Phone changes are blocked.

You do not have to do anything now. IT Solver tells you when you can connect. Then do the steps in this article.

Before you start

You must be an owner or IT manager of your business in the dashboard. Other roles cannot connect or change Zoom. Billing only users can open Business Phone only when your business has a business phone service. They see Only an account owner or IT manager can manage the Zoom connection and line keys. Web designers cannot open the page. See What each dashboard role can do.
You need a Zoom administrator of your Zoom account. That person approves the Zoom Phone permissions in Zoom.
Use the same browser for all the steps. The dashboard accepts the Zoom approval only in the browser where you selected Connect Zoom.
You can connect one Zoom account to one dashboard business. If the Zoom account is already connected to a different dashboard business, the dashboard shows This Zoom account is already connected to another dashboard account.
The dashboard allows up to 10 connect attempts and 20 connection checks an hour. If you reach the limit, wait and try again later.

Connect Zoom

Do these steps only after IT Solver tells you that setup is ready.

In a different tab of the same browser, sign in to Zoom as a Zoom administrator.
Sign in at dashboard.itsolver.net.
Select Business Phone in the sidebar.
In the Zoom connection section, select Connect Zoom. The dashboard opens Zoom.
Read the list of Zoom Phone permissions, then approve them in Zoom. Do this within 10 minutes. After 10 minutes the request expires and you must start again.
Zoom sends you back to the dashboard. Make sure that you see Zoom is connected. and the Connected status.
Select Check connection. Make sure that you see The Zoom connection is working.
Tell IT Solver which Zoom Phone user, common area or desk phone you want to review.

If Zoom sends you back with Zoom did not grant the required permissions. Reconnect Zoom after the app permissions are corrected., do not try again yet. Contact IT Solver. Connect again only after IT Solver tells you that the permissions are corrected.

What the Zoom connection section shows

After you connect, the section shows:

Zoom account ID: the Zoom account that is connected.
Connected administrator: the Zoom user who approved the connection.
Connected: the date and time of the connection.
Last check: the date and time of the last connection check.
Granted Zoom permissions: the permissions that Zoom gave to the dashboard.

Connection status

Not connected: no Zoom account is connected. Do the steps in Connect Zoom.
Connected: the connection works. You can select Manage line keys. At this time, line-key changes are blocked for all businesses.
Check required: the last connection check did not pass. Select Check connection again. If the check fails again, do the steps in Reconnect Zoom.
Reconnect required: the dashboard can no longer use the connection. Do the steps in Reconnect Zoom.

After IT Solver turns on Zoom management

If the section shows Zoom management needs server configuration before an account can connect., you do not have to do anything now. IT Solver must finish the setup first.
If the page shows The final confirmation is blocked while IT Solver completes the write-safety check., the connection works, but you cannot apply line-key changes yet.

If Zoom permissions are missing

The dashboard can show The connected authorization does not include all required Zoom permissions. Reconnect after the Zoom app permissions are corrected. IT Solver must correct these permissions. Manage line keys does not show until then.

Contact IT Solver.
Wait until IT Solver tells you that the permissions are corrected.
Do the steps in Reconnect Zoom.

Reconnect Zoom

Reconnect when the status is Reconnect required, or when Check required stays after a second check.

Sign in to Zoom as a Zoom administrator of the same Zoom account.
On the Business Phone page, select Reconnect Zoom.
Approve all the listed Zoom Phone permissions.
Select Check connection.

Reconnect works only with the Zoom account that is already connected. If you try a different Zoom account, the dashboard shows Disconnect the current Zoom account before you connect another account. To use a different Zoom account, disconnect first, then connect the new account.

Disconnect Zoom

On the Business Phone page, select Disconnect Zoom.
Your browser asks you to confirm. Select OK.
Make sure that you see Zoom is disconnected from this account.

The dashboard removes its saved Zoom authorisation. You can no longer manage line keys from the dashboard. If a Zoom administrator removes the dashboard's access from the Zoom side, the dashboard also removes the connection.

Next step

To change a key on a Zoom desk phone, see Change a BLF or speed-dial key on a Zoom desk phone.

Examples

You select Connect Zoom, but you get a phone call before you approve in Zoom. When you return, the dashboard shows This Zoom connection request is expired or was already used. Select Connect Zoom again and approve within 10 minutes in the same browser.
Your office manager is the Zoom administrator, but she has the Billing only role in the dashboard. She cannot connect Zoom. An owner changes her role to IT manager (see Change a role, remove access or resend an invitation). Then she does the steps in Connect Zoom.
You select Check connection and the dashboard shows Zoom authorization is no longer valid. Reconnect Zoom. A Zoom administrator of the same Zoom account does the steps in Reconnect Zoom.
You open Business Phone and the Zoom connection section shows Zoom management is not enabled yet. You do not have to do anything. IT Solver tells you when you can connect.

Still have a problem?

Questions? Email support@itsolver.net or phone 07 3123 6000.