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Okta user management with Zoom Follow

Overview

Once you configured Zoom with Okta, you can create users, update user information, and deactivate users in Zoom via Okta. 

This article covers:

Prerequisites

Note: Without an approved Associated Domain, users will need to confirm to being provisioned on the account through an email automatically sent to them. Provisioning will take place without email confirmation for any users falling under an approved domain.

Manually managing Okta users to Zoom

One method of managing Okta users is by manually adding, updating and deactivating users to Zoom.

Assigning users

  1. In Okta Console, go to Applications.
  2. Click the name of your Zoom app.
  3. Under the Assignments tab, click Assign and choose whether you would like to assign Okta to a user or a group of users.
    • Click Assign next to the user or group.
    • Choose the user or group.
    • Click Save and Go Back.
  4. Click Done.

Updating users

When you manually update a user’s information in Okta, such as their name, you also have to manually update that information in Zoom as well. 

  1. In Okta Console, go to Directory.
  2. Click People or Groups.
  3. Click on the name of your user or group.
  4. Select the Profile tab.
  5. Click Edit.
  6. Type in the box of the desired parameter to change.
  7. Click Save.
  8. Log in to Zoom as an admin or owner.
  9. In the navigation menu in the Zoom web portal, click User Management then Users.
  10. Click on the email of the desired user.
  11. Select the Profile tab.
  12. Click Edit.
  13. Change the desired data.
  14. Click Saves Changes.

Unassigning the Zoom app from users

  1. In Okta Console, go to Directory.
  2. Click People or Groups.
  3. Click on the name of your user or group.
  4. Select the Applications tab.
  5. Click the X icon.
  6. In the Unassign Application pop up windows, click ok.
  7. Log in to Zoom as an admin or owner.
  8. In the navigation menu in the Zoom web portal, click User Management then Users.
  9. Click on the 3 dots to the right of the desired user.
  10. Select Deactivate, Unlink from your account or Delete.
  11. In the pop-up window, confirm the desired action.

Deactivating users

When you deactivate manually a user in Okta, you also have to manually deactivate, unlink, or delete that user in Zoom as well. A deactivated user will still appear as a user in the Zoom account but if the user attempts to login, will not be able to do so.

  1. In Okta Console, go to Directory.
  2. Click People or Groups.
  3. Click on the name of your user or group..
  4. Click More actions.
  5. Select Deactivate.
  6. Check the desired user or groups.
  7. Click Deactivate Selected.
  8. In the Deactivate Person pop up windows, click Deactivate.
  9. Sign in to Zoom as an admin or owner.
  10. In the navigation menu in the Zoom web portal, click User Management then Users.
  11. Click on the 3 dots to the right of the desired user.
  12. Select Deactivate, Unlink from your account or Delete.
  13. In the dialog window, confirm the desired action.

Automatically managing Okta users to Zoom

By enabling SCIM provisioning you can automate your user account creation, update, and deactivation. SCIM facilitates automatic setup and maintenance of your Zoom user accounts to match the user data in Okta.

Activating Provisioning

In order to automate the user management process, provisioning needs to be enabled.

  1. In Okta Console, go to Applications.
  2. Click the name of your Zoom app.
  3. Select the Provisioning tab.
  4. Click Configure API Integration.
  5. Check Enable API Integration.
  6. Click Save.
  7. Click Authenticate with Zoom.
  8. Sign into your Zoom account with your admin's or owner’s credentials.
  9. Make sure Zoom was verified successfully, then click Save.
  10. In To App Settings, click Edit.
  11. Check Enable for:
    • Create Users.
    • Update User Attributes.
    • Deactivate Users.
  12. Click Save.

Assigning users

  1. In Okta Console, go to Directory.

  2. Select People or Groups.
  3. Click the name of your user or group.
  4. Under the Applications tab, click Assign Applications
  5. In the Assign Applications window, click Assign next to the Zoom application name.
  6. Click Save and Go Back.
  7. Click Done.
  8. Log in to Zoom as an admin or owner.
  9. In the navigation menu in the Zoom web portal, click User Management then Users.
  10. Verify the user or group was automatically updated in your Zoom account.

Updating users

When you update a user’s information in Okta, such as their name, it will automatically sync this information to Zoom within a few minutes. No additional steps need to be taken to update this information. Email address changes will not be sent from Okta to Zoom; the email address will need to be changed in Zoom.

  1. In Okta Console, go to Directory.
  2. Click People or Groups.
  3. Click on the name of your user or group.
  4. Select the Profile tab.
  5. Click Edit.
  6. Type in the box of the desired  parameters to change.
  7. Click Save.
  8. Log in to Zoom as an admin or owner.
  9. In the navigation menu in the Zoom web portal, click User Management then Users.
  10. Verify the user or group was automatically updated in your Zoom account.

Unassigning the Zoom app from users

Unassigning the Zoom app from a user will automatically deactivate the user in Zoom.

  1. In Okta Console, go to Directory.
  2. Click People or Groups.
  3. Click on the name of your user or group.
  4. Select the Applications tab.
  5. Click the X icon.
  6. In the Unassign Application pop up windows, click ok.
  7. Log in to Zoom as an admin or owner.
  8. In the navigation menu in the Zoom web portal, click User Management then Users.
  9. Verify the desired user is deactivated by showing Basic (Deactivated) under type.

Deactivating users

  1. In Okta Console, go to Directory.
  2. Click People or Groups.
  3. Click on the name of your user or group.
  4. Click More actions.
  5. Select Deactivate.
  6. In the Deactivate Person pop up windows, click Deactivate.
  7. Log in to Zoom as an admin or owner.
  8. In the navigation menu in the Zoom web portal, click User Management then Users.
  9. Verify the desired user is deactivated by showing Basic (Deactivated) under type.

Using mapping attributes to manage Okta users in Zoom

By default email address, first name and last name are mapped to a user at first login. To pass additional information you can use custom attributes using Basic SAML mapping and advanced SAML mapping. For creating or updating phone users, see the list of Zoom Phone SCIM attributes.