Changing user-level settings

Your user settings in the Zoom web portal allow you to enable or disable features. These settings control the availability of many features, such as breakout rooms, recording, and chat. Settings are tiered and can be turned on/off or locked by your admin.

Note: This article is about settings at the user level. If you have account owner or admin privileges, you have access to user-level settings, in addition to settings at the group and account level.

This article covers:

• How to access and edit personal settings
• Meeting tab
• Recording tab
• Audio Conferencing tab
• Collaboration Devices tab
• Zoom Apps tab
• Whiteboard tab

How to access and edit personal settings

As a user, you can control several personal settings in the web portal, but some settings may be locked at the account level or group level. This will be noted next to the setting. If a setting is locked at the account or group level, an account admin or owner will need to change it under Account Settings or Groups.

To access your personal Zoom settings:

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Settings.
3. Click the toggle next to a setting to enable or disable it.

Note: Some settings are dependent on certain prerequisites. If you do not see a setting that's listed here, review the article on the setting to see if your account meets the prerequisites.

Meeting tab

Security

• Require that all meetings are secured with one security option: Require that all meetings are secured with one of the following security options: passcode, Waiting Room, or Only authenticated users can join meetings. If no security option is enabled, Zoom will secure all meetings with Waiting Room. 
  Notes:
  • This setting is required to be enabled for these accounts: single licensed user, Pro accounts with 2 or more licenses, and Business accounts with 10-100 licenses.
  • The following accounts can enable or disable this setting: Enterprise, API, Business (with more than 100 licenses), and Education.
• Waiting Room: Place participants in a waiting room when joining a meeting, and require the host to admit them.
• Meeting Passcode: All instant and scheduled meetings that users can join via client, or room systems will be passcode-protected. A random passcode will be generated when scheduling. Participants need to enter the passcode to join the meeting. This setting doesn't apply to meetings that use the personal meeting ID (PMI).
  
  • Require a passcode for meeting which have already been scheduled
  • Passcode for already scheduled meetings: Enter the passcode you wish already scheduled meetings to be assigned. 
• Personal Meeting ID (PMI) Passcode: Set a passcode for meetings that use the personal meeting ID (PMI).
• Webinar Passcode: A random passcode will be generated when scheduling a webinar. Attendees need to enter the passcode to join the webinar.
• Require a passcode for Personal Audio Conference
• Require passcode for participants joining by phone
• Embed passcode in meeting link for one-click join
• Only authenticated users can join meetings: Participants need to authenticate before to joining the meetings.
  • Meeting Authentication Options: Change the authentication options that are available when scheduling meetings.
  • If Waiting Room is not enabled, phone dial-in only users will: Choose how phone dial-in users will be handled when authentication is enabled. They can either be allowed in or blocked entirely 
• Block users in specific domains from joining meetings and webinars: Users authenticated with specified domains are prevented from joining meetings or webinars that you host.
• Only authenticated users can join meetings from Web client: Participants need to authenticate before to joining the meetings using the web client.
• Approve or block entry to users from specific regions/countries: Allow users from specific regions to join your meetings; or block users from specific regions from joining your meetings. Users' region/country is determined by their IP address.
  Note: You change the regions/countries when scheduling a meeting using the Zoom web portal or Outlook add-in.
• Allow use of end-to-end encryption
  
  • Default encryption type: If E2EE is allowed, set the default type of encryption when scheduling meetings. 

Schedule Meeting

• Host video: Start meetings with the host's video on. The host can still use in-meeting controls to enable or disable their video.
• Participants video: Start meetings with the participants' video on. Participants can still use in-meeting controls to enable or disable their video.
• Audio Type: Determine how participants can join the meeting's audio.
  • Telephone and Computer Audio: Participants can join by telephone or by using their computer's microphone/speaker or headset.
  • Telephone: Participants can only join by telephone.
  • Computer Audio: Participants can only join by using their computer's microphone/speaker or headset.
  • 3rd Party Audio (only visible if you have 3rd party audio): Require that all participants follow the instructions you provide for using non-Zoom audio.
• Allow participants to join before host: Allow participants to join the meeting before the host joins. If disabled, participants can only join after the host starts the meeting.
  • Participants can join __ minutes before start time: Specify the amount of time before the meeting start time when participants can join before host.
• Enable Personal Meeting ID
• Use Personal Meeting ID (PMI) when scheduling a meeting
• Use Personal Meeting ID (PMI) when starting an instant meeting
• Mute participants when they join a meeting: Automatically mute all participants when they join the meeting. The host controls whether participants can unmute themselves.
• Upcoming meeting reminder: Receive desktop notifications for upcoming meetings. Reminder time can be changed in the Zoom Desktop Client.

In Meeting (Basic)

• Require Encryption for 3rd Party Endpoints (H323/SIP)
• Meeting chat: Allow participants to use in-meeting chat.
  • Allow users to save chats from the meeting: Choose who can save in-meeting chat.
• Private chat: Allow participants to send a private messages to another participant.
• Auto saving chats
• Sound notification when someone joins or leaves: Play a chime sound or telephone recording when participants join or leave the meeting.
  • Play sound for
    
    • Everyone: The chime sound can be heard by the host and all participants in the meeting.
    • Host and co-hosts: The chime sound can only be heard by the host or co-hosts of the meeting.
  • When someone joins by phone
    • Ask to record their voice to use as the notification: Participants that join by telephone can record their name. This telephone recording will be played back to the host and participants depending on the settings above:
      • If Everyone is selected, the host and participants will hear a chime and telephone recording regardless of their audio device (computer or telephone audio).
      • If Host and co-hosts only is selected, the host will only hear the telephone recording if they're also using telephone audio. If the host is using computer audio, they will hear a chime sound instead.
• File transfer
  • Only allow specified file types
  • Maximum file size
• Feedback to Zoom
• Display end-of-meeting experience feedback survey
• Co-host
• Meeting Polls
• Webinar Polls
• Webinar Survey
• Always show meeting control toolbar
• Show Zoom windows during screen share
• Screen sharing
  • How many participants can share at the same time? - Allows the host to pre-set this option before the meeting or webinar starts. Choose from One participant at a time or Multiple participants can share simultaneously. 
    Note: This option affects both meetings and webinars.
  • Who can share? - Host only (including co-hosts) or All participants. This can also be changed in a live meeting. 
  • Who can start sharing when someone else is sharing? - Host only or All participants.  This can also be changed in a live meeting. 
• Disable desktop screen sharing for meetings you host
• Annotation
  • Allow saving of shared screens with annotations
  • Only the user who is sharing can annotate
• Whiteboard
  • Allow saving of whiteboard content

  • Auto save whiteboard content when sharing is stopped

• Remote control
  • Allow remote controlling user to share clipboard
• Nonverbal feedback
• Meeting reactions
• Join different meetings simultaneously on desktop
• Allow removed participants to rejoin
• Allow participants to rename themselves
  
• Hide participant profile pictures in a meeting
  

In Meeting (Advanced)

• Report to Zoom
• Q&A in webinar
• Breakout room
  • Allow host to assign participants to breakout rooms when scheduling: Allow host to pre-assign participants.
• Remote support
• Manual captions

  • Allow host to type or assign a participant to type

  • Allow use of caption API Token to integrate with 3rd-party Closed Captioning services

• Automated captions
• Translated captions
• Full transcript
• Save Captions
• Language Interpretation
• Sign Language interpretation view
• Far end camera control
• Group HD video
• Virtual background
  • Allow use of videos for virtual backgrounds
• Video filters
  
• Immersive view
• Focus mode
• Identify guest participants in the meeting/webinar
• Auto-answer group in chat
• Only show default email when sending email invites: Participants can only use their default email program when using email to invite participants to the meeting.
• Use HTML format email for Outlook plugin
• Allow users to select stereo audio in their client settings
• Allow users to select original sound in their client settings
• Show a "Join from your browser" link
• Allow livestreaming of meetings
  
  • Facebook
  • Workplace from Meta
  • YouTube
  • Custom Live Streaming Service
•  Allow livestreaming of webinars
  
  • Facebook
  • Workplace from Meta
  • YouTube
  • Custom Live Streaming Service
  • Remind users to watch the live stream (doesn’t apply to custom RTMP)
• Show a custom disclaimer when starting or joining a meeting: You can only view if the custom disclaimer is enabled or disabled. Only your admin can change this setting.
• Request permission to unmute

Calendar and Contacts

• Automatically sync Zoom calendar events information bi-directionally between Zoom and integrated calendars

Email Notifications

You can choose to receive email notifications so you are notified whenever certain activities or changes are made to one of your meetings.

• When a cloud recording is available: Send an email notification when a cloud recording has finished processing and is available to manage in the Zoom web portal.
• (Optional) Select the following check boxes to enable these email notifications:
  • Send a copy to the person who scheduled the meeting/webinar for the host: Send cloud recording email notifications to users that have scheduling privileges for the meeting/webinar host.
  • Send a copy to the Alternative Hosts: Send cloud recording email notifications to alternative hosts added by the host.
  • Notify when audio transcription is available: Send an cloud recording email notification when the cloud recording audio transcription is finished processing and available to manage in the Zoom web portal.
• 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
• When the cloud recording is going to be permanently deleted from trash

Other

• Blur snapshot on iOS app switcher
• Call a SIP/H.323 room system directly from the client
• Invitation Email (This setting is only available at the user level.)
• Scheduling Privilege (This setting is only available at the user level.)
• Integration Authentication: The key and secret used for Zapier configuration.

Recording tab

• Local recording
  • Hosts can give meeting participants permission to record locally
• Cloud recording: Allow hosts to record meetings or webinars in the cloud. Select the individual settings and recording layouts.
• Allow cloud recording sharing
• Automatic recording
• IP Address Access Control: Allow cloud recording access only from specific IP address ranges.
  Both IPv4 and IPv6 IP addresses are supported.
• Require users to authenticate before viewing cloud recordings: Only allow authenticated users to view cloud recordings shared in the Zoom web portal. Learn more about authentication profiles.
• Set recording as on-demand by default
• Require passcode to access shared cloud recordings and embed the passcode into the shareable link 
• Viewers can see the transcript / Viewers can see the chat
• Record meeting as WORM state (write once, read many) (This setting is view-only. Only admins can enable or disable it.)
• Delete cloud recordings after a specified number of days
• The host can delete cloud recordings
• Recording notifications

Audio Conferencing tab

• Show international numbers link on the invitation email (This setting is only available at the user level.)
• Toll Call
• Toll-free and Fee-based Toll Call
  
  • Allow webinar attendees to dial in through above numbers
    
• Call Me and Invite by Phone
  

  • Require Call Me users to press 1 before being connected to the meeting?

  • Call Out Countries/Regions

• Choose where most of the participants call into or call from the meeting
• Personal Audio Conference (PAC)
• 3rd Party Audio
• Mask phone number in the participant list
• Global Dial-in Countries/Regions

Collaboration Devices tab

Configure collaboration devices on your account. For more information, view this link about Zoom for Home devices.

Zoom Apps tab

• Zoom Apps Quick Launch Button: Show the Zoom Apps button in the Zoom interface for quick access to productivity tools before, during, or after meetings.

Whiteboard tab

In-meeting Whiteboard

• Allow export of whiteboard content: Click the toggle to enable or disable this feature. Users can export in PDF, PNG formats.
  • Host and Participants
  • Host only
• Whiteboard sharing options: Allow host and participants to share whiteboards during meetings or webinars.
  Note: This feature is available with version 5.11.3 or higher.
  
  • Who can share? Choose Host Only or All Participants.
  • Who can start sharing when someone else is sharing? Choose Host Only or All Participants.

Out-of-Meeting Whiteboard

• Allow export of whiteboard content: Click the toggle to enable or disable this feature. Users can export in PDF, PNG formats.