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Linking accounts to an organization Follow

Overview

Account owners and admins can link multiple Zoom accounts together to create an organization. Once linked as an organization, these accounts will be able to search contacts, chat, meeting, and make phone calls (if eligible for Zoom Phone). If you link your accounts as an organization, account members will not need to manually add contacts from linked accounts in order to communicate with them.

Each Zoom account can only be part of one organization. If you invite a Zoom account to join your organization which is already part of another organization, the request will be rejected. 

The account who created the organization is the owner of the organization and is the only one who can delete the organization. Linked accounts can invite other accounts, but the organization owner will need to approve this invitation before it is sent. 

This article covers:

Prerequisites

  • Account owner or admin

Creating a new organization

  1. Sign in to the Zoom web portal as an admin with the privilege to edit IM settings.
  2. In the navigation panel, click Account Management then IM Management.
  3. Click the IM Settings tab.
  4. Under Link accounts to an organization, click Create new organization.
  5. Enter the organization name.
  6. Enter the email address of the account owner of the account you would like to add to your organization or an admin with editing privileges for IM settings. 
  7. Click Create.

    The invited account owner or admin will now receive an email invitation to join your organization.
    Once the account owner or admin has approved the request to join your organization, they will be listed in your IM Management, under IM Settings

Managing linked accounts as the owner 

  1. Sign in to the Zoom web portal as an admin with the privilege to edit IM settings.
  2. In the navigation panel, click Account Management then IM Management.
  3. Click the IM Settings tab.
  4. Under Link accounts to an organization, you can see pending invitations and linked accounts. You can also: 
    • Invite Accounts: Invite additional accounts. 
    • Resend Request: Resend a pending request if the account owner or admin has not received it.
    • Unlink: Unlink an associated account from your organization.

Linking to an existing organization

  1. Sign in to the Zoom web portal as an admin with the privilege to edit IM settings.
  2. In the navigation panel, click Account Management then IM Management.
  3. Click the IM Settings tab.
  4. Under Link accounts to an organization, click Link to existing organization.
  5. Enter the email address of the organization owner.
  6. Click Send Linking Request.

    The pending request will be listed in your IM settings and will be updated when your request has been approved.