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Group Management Follow

Overview

Group Management allows you 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. Read 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:

Prerequisites

  • Pro, Business, or Education account
  • Account Owner or Admin Permissions

Adding a New Group

  1. Sign in to the Zoom web portal.
  2. Click User Management > 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. Click User Management > 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. Click User Management > 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. Click User Management > Group Management.
  3. Click the name of the group you would like set as primary.
  4. Click ... 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 Group Settings

  1. Sign in to the Zoom web portal.
  2. Click User Management > Group Management.
  3. Click the name of the group.
    addmembers.gif
  4. Click the gear icon Group Settings.
  5. This will open the Settings. Settings are under three tabs: Meetings, Recording, and Telephone.
  6. Click to toggle a setting on or off.
    turnsettingon.gif
  7. Click the lock icon to lock a setting. If you lock a setting, the group members will not be able to modify it individually.
    locksetting.gif
  8. 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.
    Screen_Shot_2017-12-06_at_7.24.02_PM.png

Settings List

The following list includes possible settings available under Group Management. 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

Schedule Meeting

In Meeting (Basic)

In Meeting (Advanced)

Email Notifications

  • When a cloud recording is available
  • When attendees join meeting before host
  • When a meeting is cancelled
  • When an alternative host is set or removed from a meeting
  • When someone scheduled a meeting for a host

Other

  • Blur snapshot on task switcher

Recording tab

Telephone tab

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