Managing user groups and changing group-level settings Follow

Overview

Group management allows you to turn settings on or off for a group of users in your account. You can also lock settings on or off to force them on or disable them for the group.

The group settings mirror the settings available for the entire account and for individual users. Settings can also be turned on or off and be locked at the account level. If not locked for the account or group, they can be adjusted by the individual user. Learn more about tiered settings.

If a user is in multiple groups, an admin can set a primary group for users. The user will use the primary group's settings by default. However, if settings are locked in other groups, those settings will be locked for that user. By default, the primary group is the first group that user is added to.

You can also set group admins to manage the members and settings for that group. The group admin can also see if the group they manage is set as the primary group for users within the group. The group admin does not need to be an account admin or have role permissions to edit user groups.

This article covers:

• Adding a new group
• Setting group admins
• Adding members to a group
• Setting a user's primary group
• Changing advanced group management settings
• Changing meetings, recording, and telephone settings for a group
• Settings
  
  • Meeting tab
  • Recording tab
  • Telephone tab

Prerequisites

• Pro, Business, or Education account
• Account owner or admin privileges

Adding a new group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Group Management.
3. Click Add Group.
   
4. Enter the name of the new group. 
   
5. Click Save.
6. This group will now show up in your groups list.
   

Setting group admins

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Group Management.
3. Click the name of the group you would like to set admins for.
4. Click Group Admins.
   
5. Enter one or more names or email addresses of users that you would like to set as group admins.
6. Click Add.
   

Adding members to a group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Users.
3. Check the users you want to add to the group. 
4. Click Group.
   
5. Confirm the list of users.
6. Select the name of the group from the User Group drop-down menu.
   
7. Click Save.

Set a user's primary group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Group Management.
3. Click the name of the group you would like set as primary.
4. Click the ellipses icon (...) next to the user you would like to set the primary group for.
5. Click Set as Primary Group.
6. Confirm that you would like to set this group as primary for this user by clicking Save.
   

Changing advanced group management settings

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Users.
3. Click the Advanced tab.
4. Scroll down to the Change User Group section to see the following settings:

• Set default user group: Set the default group for all users added to your account going forward.
• Change user group: Move users from one group to another group.
• Add domain users to group: Add all users with an email address at the managed domain to a specific group.

Changing meetings, recording, and telephone settings for a group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Group Management.
3. Click Edit next to the group you want to edit.
   This will open settings are under three tabs: Meetings, Recording, and Telephone.
4. Click to toggle a setting on or off.
5. Click the lock icon to lock a setting. If you lock a setting, the group members will not be able to modify it individually.
6. Settings can also be locked at the account level. This will be noted next to the setting. If a setting is locked at the account level, you will need to change it under Account Settings.
   

Settings

In addition to the meeting, telephone, and recording settings available to users, you can access these settings:

Note: Some settings are dependent on certain prerequisites. If you do not see a setting listed for your group, review the article on the setting to see if your account meets those prerequisites.

Meeting tab

• In Meeting (Advanced)
  
  • Virtual background
  • Show a custom disclaimer when starting or joining a meeting
• Invitation Email Branding: Click Edit to customize an email templates. Learn more about the schedule meeting email template.
  Note: If you have a vanity URL, you can customize additional email templates.
• Other
  • Allow users to contact Zoom's Support via Chat: Display a floating Help button at the bottom-right corner of the web portal to live chat with Zoom Support.

Recording tab

• Prevent hosts from accessing their cloud recordings: Do not allow hosts to view their cloud recordings for meetings. Only admins with recording management privilege can access their cloud recordings.
• Cloud recording downloads: Allow anyone with a link to the cloud recording can download the recording.

Admin Options

• Require users to update the client: Require users who are using older versions of Zoom to update to the minimum client versions specified below. This setting is also available at the account level.