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Linking accounts to an organization Follow

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 for linking accounts to an organization

  • Account owner or admin with privilege to edit Account Profile settings

How to create a new organization

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Account Management then Account Profile.
  3. Under Link accounts to an organization, click Create new organization.
  4. In the Create New Organization window, enter the organization name and the email address of the account owner or an admin with editing privileges for account profile of the account you would like to add to your organization. 
  5. Click Create.
  6. Click Continue.
    Notes:
    • 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.
    • Click Resend Invitation if the account owner didn't receive your request email.
    • Click Delete if you want to delete your request.

How to manage linked accounts as the owner 

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Account Management then Account Profile.
  3. Under Link accounts to an organization, you can see pending invitations and linked accounts. You can also: 
    • Invite Accounts: Click Invite Account to invite additional accounts. 
    • Resend Request: Click Resend Request to resend a pending request if the account owner or admin has not received the email.
    • Unlink: Click Unlink to remove a linked account from your organization.
    • Rename: To the right of your organization name, click   to rename your organization.
    • Delete: To the right of your organization name, click   to delete your organization.

How to link to an existing organization

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Account Management then Account Profile.
  3. Under Link accounts to an organization, click Link to existing organization.
  4. In the Link to Existing Organization pop-up window, enter the email address of the organization owner, then click Send Link Request.
    Notes:
    • The pending request will be listed and will be updated when your request has been approved.
    • Click Resend Invitation if the account owner didn't receive your request email.
    • Click Delete if you want to delete your request.