Account Profile Follow

Overview

The Account Profile page provides you with visibility of your basic account information.   An account can include an entire company or an individual user, depending on the size of your account.

Depending on your role and subscription plan, you can also view and manage advanced features, such as account support information, managed domains, Vanity URLs, Usage Overview with cloud recording and audio usage details, and the Dashboard.

This article covers Role-based Account Profile views:

Prerequisites

  • Basic (Free), Pro (Paid), Business, Enterprise, or Education account
  • Some features have additional prerequisites

Instructions

To access your Zoom account profile, login to the Zoom web portal and navigate to the Account Profile page.

Owner Account Profile - Basic (Free)

 Account_Profile_Basic_Owner.png

  • Basic Information
    • Account Type:  This is the plan type associated with the account.   Learn more about upgrading.
    • Your Role:  For Basic (Free) accounts, your role is Owner by default and cannot be changed.
    • Meeting Capacity:  This lists the meeting capacity associated with your free  account. To change this, you will need to upgrade to a paid plan to purchase and assign licenses.  Learn more about assigning a license.
    • Terminate my account:  You can permanently delete your Zoom account by clicking Terminate My Account.  Learn more about how to terminate your account.  

Owner Account Profile - Paid

Account_Profile_Paid_Owner.png

  • Basic Information
    • Account Type:  This is the plan type associated with the account. It lists Pro, Business, Education, Enterprise, or API Partner.
    • Account Name: Click Edit to change the Account Name. Other members of your account will see this on their account profile.
    • Account Alias:  Click Edit to change the Account Alias.
    • Your Role:  As the current account owner, you can assign another user as the new account owner by clicking Change Owner .  Learn more about changing your  account owner.
    • Account Number:  This is your account number.  You can provide this when contacting Zoom support for assistance, as it will help to quickly locate your account.
    • Meeting Capacity: This lists the default meeting capacity that is assigned to paid users under your account.  To change this, you will need to purchase and assign large meeting licenses. Learn more about assigning a license.
  • Account Support Information
    • Additional support instructions:  Click Additional Support Instructions and enter any specific support instructions that should be made visible to your users.
    • Specify who to contact for support:  Click Edit and enter the Name and Email address of an individual or team in your organization that users can contact for support.  Messages generated by Zoom will be sent to this contact instead of the account owner.
  • Managed Domains: As an Account Owner or Admin on a Business or Enterprise plan, click Add to add a custom domain that is used to populate users automatically.  Any user with a free account using the approved email domain will be added to your account. If a user signs up for a new Zoom account with an email address at your domain, they will automatically be added to your Zoom account. Account owners must prove ownership of the domain before it can be added as a managed domain. Learn more about Manage Domains.
  • Vanity URL: As an Account Owner or Admin on a Business or Enterprise plan, click Apply to request a Vanity URL for a customizable login page, branding options, and the option to configure single sign-on. .  Learn more about Vanity URL Requests.
  • Usage Overview:  As an Account Owner or Admin on a Pro, Business or Enterprise plan, you can view a snapshot of your account Audio Usage and Cloud Recording Storage by navigating to the Usage Overview tab.  Learn more about Premium Audio Reports and Cloud Recording Reports.

Usage.png

  • Dashboard:  As an Account Owner or Admin on a Business or Enterprise plan, you can view account information ranging from overall usage to live in-meeting data by clicking Dashboard at the top right of the Account Profile page.  Learn more about Zoom Dashboard.

Admin Account Profile

Account_Profile_Admin.png

  • Basic Information
    • Account Type:  This is the plan type associated with the account and will display as Pro, Business, Education, Enterprise or API Partner.
    • Account Name: Click Edit to change the Account Name. Other members of your account will see this on their account profile.
    • Account Alias:  Click Edit to change the Account Alias.
    • Your Role:  As an account Admin, you will have set permissions to view and edit a subset of pages belonging to the account.  
    • Account Number:  This is your account number.  You can provide this when contacting Zoom support for assistance, as it will help to quickly locate your account.
    • Meeting Capacity: This lists the default meeting capacity that is assigned to paid users under the account.  To change this, you will need to purchase and assign large meeting licenses. Learn more about Assigning a License.
  • Account Support Information
    • Additional support instructions:  Click Additional Support Instructions and enter any specific support instructions that should be made visible to your users.
    • Specify who to contact for support:  Click Edit and enter the Name and Email address of an individual or team in your organization that users can contact for support.  Messages generated by Zoom will be sent to this contact instead of the account owner.
  • Managed Domains: As an Account Owner or Admin on a Business or Enterprise plan, click Add to add a custom domain that is used to populate users automatically.  Any user with a free account using the approved email domain will be added to your account. If a user signs up for a new Zoom account with an email address at your domain, they will automatically be added to your Zoom account. Account owners must prove ownership of the domain before it can be added as a managed domain.  Learn more about Manage Domains.
  • Vanity URL: As an Account Owner or Admin on a Business or Enterprise plan, click Apply to request a Vanity URL for a customizable login page, branding options, and the option to configure single sign-on.  Learn more about Vanity URL Requests.
  • Usage Overview:  As an Account Owner or Admin on a Pro, Business or Enterprise plan, you can view a snapshot of the account Audio Usage and Cloud Recording Storage by navigating to the Usage Overview tab.  Learn more about Premium Audio Reports and Cloud Recording Reports.

Usage.png

  • Dashboard:  As an Account Owner or Admin on a Business or Enterprise plan, you can view account information ranging from overall usage to live in-meeting data by clicking Dashboard at the top right of the Account Profile page.  Learn more about Zoom Dashboard.

Member Account Profile

Account_Profile_Member.png

  • Basic Information
    • Account Type:  This is the plan type associated with the account and will display as Pro, Business, Education, Enterprise or API Partner.  
    • Account Name: This is the account name.
    • Account Alias: This is the account alias or nickname.
    • Your Role:  As an account Member, you can view basic account profile information.
    • Account Owner:  This is the email associated with the Account Owner.
    • Account Number: This is your account number.  You can provide this when contacting Zoom support for assistance, as it will help to quickly locate your account.
    • Meeting Capacity: This lists the default meeting capacity that is assigned to paid users under the account.
    • Unassociate and create your own account: This feature allows you to remove your existing user account and convert to an individual account.  Learn more about how to unassociate a member account and convert to an individual account.






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