Managing user groups (old experience)

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Important: Starting on June 1, 2022, our engineering team will begin the migration and enablement of the New Admin Experience on all accounts. There won’t be any downtime while the migration processes, but the day the New Admin Experience is enabled on your account may vary. Your account owner will receive an email when it completes. In the New Admin Experience, IM Groups have merged with User Groups and appears as Groups. Only follow this article if the New Admin Experience hasn't been enabled on your account yet. If it is enabled, follow the updated user groups article.

Group management allows you to turn settings on or off for a group of users in your account. 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.

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.

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.

You can also create IM groups assign users in their account to groups that display in the Contacts tab (under All Contacts) in the desktop client and mobile app

This article covers:

Prerequisites for managing groups and group-level settings

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

How to add a new group

  1. Sign in to the Zoom web portal.
  2. In the navigation panel, click User Management then Group Management.
  3. On the right side of the page, click Add Group.
  4. Enter the name and a description of the new group. 
  5. Click Add.
    This group will now show up in your groups list.

How to set group admins

  1. Sign in to the Zoom web portal.
  2. In the navigation panel, click User Management then Group Management.
  3. Click the name of the group you would like to set admins for.
  4. Under the Member section, click the plus icon (+) next to 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.

Manage group admin permissions

You can change the permissions and scope assigned to a role at any time. Admins can manage users, Dashboard and Reports, and cloud recordings for meetings and webinars at a group level by defining a custom scope in Role Management.

How to add members to a group

  1. Sign in to the Zoom web portal.
  2. In the navigation panel, click User Management then Users.
  3. Select the check box next to each user that you want to add to the group. 
  4. At the top of the list of users, 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.

Upload CSV file

Account owners and admins can also upload a CSV file to import a group of users. They can manage users by adding, changing, updating, or deleting user group information when editing users through CSV upload. 

How to set a user's primary group

Setting a user's primary group defines the user's default settings.

  1. Sign in to the Zoom web portal.
  2. In the navigation panel, click User Management then Group Management.
  3. Click the applicable group name from the list.
  4. Under the Member section, click the number next to Total Members.
  5. Click the ellipses icon more-button__1_.png next to the user you would like to set the primary group for.
  6. Click Set as Primary Group.
  7. In the verification dialog, confirm that you would like to set this group as primary for this user by clicking Save.

How to change 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 configure the following settings:
    • Set default user group: Set the default group for all users added to your account going forward.
    • Switch 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.

How to change meeting, recording, and audio conference 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 the applicable group name from the list.
    This main settings are in the following tabs: Meetings, Recording, and Audio Conferencing.
  4. Click a toggle to enable or disable a setting.
  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.
    Note: 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.

Additional group settings available

In addition to the meeting, recording, and audio conference 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)
  • Invitation Email Branding: Click Edit to customize 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.
    • 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.

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.

Zoom Phone tab

Displays Zoom Phone group-level policy settings.

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