Important Notice: Please begin updating all your Zoom applications to version 5.0 or higher. After May 30, 2020, all Zoom applications on older versions will receive a forced upgrade when trying to join meetings as GCM Encryption will be fully enabled across the Zoom platform. Learn more on how to update your Zoom application or update now.

Note: As our world comes together to slow the spread of COVID-19 pandemic, the Zoom Support Center has continued to operate 24x7 globally to support you. Please see the updated Support Guidelines during these unprecedented times.



Managing users Follow

Overview

User management allows account owners and admins to manage their users, such as add, delete, and assign roles and add-on features.

This article covers:

Learn how to remove a user by deleting, deactivating, or unlinking them from your account.

Prerequisites

  • Free with Credit Card, Pro, Business, Education, or Enterprise account
  • Owner or admin privileges

Accessing user management

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click User Management then Users.
    You will see the following tabs:

    • Users: Current users in the account. You can do the following:
      • Edit the account type of each user (Basic, Licensed, and On-Prem) or department.
      • Add users one at a time or import a CSV file to add multiple users at once.
      • Export users to a CSV file.
      • The owner can set Admin users or assign a custom role.
    • Pending: People that have been invited to join the Zoom account but haven't activated their account.
    • Advanced: View user statistics and change several users at once.

Note: Only the account owner can promote member to an admin or demote an admin to a member.

Adding a new user

Note:  You can add or update several users at once by importing a CSV file.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click User Management then Users.
  3. To add a new user to your account, click Add Users.

  4. Enter the user information.
    • Email Address: Enter in the user's email address. If you need to add multiple users with the same settings, you can enter in multiple email addresses separated with a comma.
    • User Type: Select if this user should be Basic (free), Licensed, or On-Prem. To assign a Licensed user, you will need to have licenses available. To assign an On-Prem user, Meeting Connector needs to be enabled.
    • Feature: Check which features you want the user to have. You will need to have available licenses for these features.
    • Department, Job Title, and Location (optional): Enter information to appear on the user's profile. The user's profile can be viewed by other users. The user can customize their profile to change this information later on.
    • User Group: If you are using group management, select a group to add this user to.
    • IM Group: If you are using IM management, select an IM group to add this user to.
    • Default Password: Set a default password for the user.
  5. Click Add.
    • New users will be sent an activation email. Users with existing free Zoom accounts under the same email address will be sent an email to accept your invitation.
    • When adding an existing Zoom user to your account, they will retain their current personal meeting ID (PMI), cloud recordings, and meetings/webinars.

Viewing pending users

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click User Management then Users.
  3. Click the Pending tab to see users that haven't confirmed their accounts:
    • If a user hasn't accept their invitation and can no longer find it in their inbox, you can resend the confirmation email to them using the Resend button.
    • If you do not want to allow a user to join your account, you can click on delete before they accept your email invitation.

Note: Pending invitation will expire after 30 days and will be removed from the pending list.

Changing advanced user management settings

Advanced settings allow you to change the user type of several users at once, remove users, and set the default user type.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click User Management then Users.
  3. Click the Advanced tab to see the following information and settings:
  • User Summary
    • Total users: total number of Basic, Licensed, On-Prem, and Zoom Room users.
  • Change User Type
    • Change all account members who are not administrators: Convert users who are the specified user type to another user type. You can't use this to change owners or admins. For example, you can change all Basic users to Licensed users.
    • Unlink all account members who are not administrators, with user type: Remove all members with the specified user type. Their Zoom accounts will be disassociated from your Zoom account.
    • Change default domain user type: Change the default user type when adding new users with managed domain.

Note: For more information for settings under Change User Group and Change IM Group, see the articles for group management and IM management.