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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, associated domains, the account's Vanity URL, and the Usage Overview with cloud recording and audio usage details.

This article covers role-based Account Profile views:

Prerequisites

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

Accessing the account profile

  1. Sign in to the Zoom web portal.
  2. In the navigation panel, click Account Management then Account Profile.
    You will see the following sections depending on your user type:

Owner account profile - Basic (free)

  • Basic Information
    • Account Type:  This is the plan type associated with the account.  You can upgrade to a paid account.
    • 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
    • Terminate my account:  You can permanently delete your Zoom account by clicking Terminate My Account.

Owner account profile - Pro (paid)

  • 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
    • 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
  • 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.
  • Registration Pages - Terms of Service and Privacy Policy Links: Specify links for your Terms of Service and Privacy Policy. These links will be displayed on all meeting, webinar, and recording registration pages. Click Edit, enter a URL beginning with http:// or https://, then click Save.
    • For meetings or webinars with registration, these links are displayed below the registration form.
    • For meetings or webinars without registration, these link are displayed when the user hovers over the privacy notification icon .
  • Associated 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. 
  • Vanity URL: As an account owner or admin on a Business or Enterprise plan, click Apply to request a Vanity URL or choose from a pre-defined Vanity URL for a customizable login page, branding options, and the option to configure single sign-on. 
  • Communication Content Storage Location: Manage the storage location of Communications Content.
  • Customize data center regions for meeting/webinar data in transit: Manage which regions you want accessible for in-transit meeting and webinar data. 
  • Link accounts to an organization: As an Account Owner you can create an organization and link multiple Zoom accounts to your account.
  • 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 Audio Conference Reports and Cloud Recording Reports.
  • 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

  • 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
  • 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.
  • Registration Pages - Terms of Service and Privacy Policy Links: Specify links for your Terms of Service and Privacy Policy. These links will be displayed on all meeting, webinar, and recording registration pages. Click Edit, enter a URL beginning with http:// or https://, then click Save.
    • For meetings or webinars with registration, these links are displayed below the registration form.
    • For meetings or webinars without registration, these link are displayed when the user hovers over the privacy notification icon .
  • Associated 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. 
  • Vanity URL: As an account owner or admin on a Business or Enterprise plan, click Apply to request a Vanity URL or choose from a pre-defined Vanity URL for a customizable login page, branding options, and the option to configure single sign-on.  
  • Customize data center regions for meeting/webinar data in transit: Manage which regions you want accessible for in-transit meeting and webinar data. 
  • Link accounts to an organization: As an Account Admin with the privilege to change Account Profile settings, you can link multiple Zoom accounts to your account.
  • 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 Telephone Reports and Cloud Recording Reports.
  • 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

  • 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.