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August 2021: New Admin Experience Follow

Important: Due to unexpected behavior, we had to roll back the option for account owners to opt-in to the New Admin Experience. This will be re-introduced at a future date. New customers will still have the New Admin Experience enabled. 

In the New Admin Experience, Zoom will be moving Chat settings (formally known as IM Settings) to Account Settings and merging User Groups and IM Groups in one centralized place. This allows you to manage your account settings, groups, group settings, and contacts conveniently from one place. Previously, you had to manage User Groups and IM groups separately.

At a future date (to be determined), account owners will also have the option to explore and switch to the New Admin Experience, or stick to the current admin experience. In October 2021, Zoom will require all existing customers to migrate to the New Admin Experience.

Note: Admins won’t be able to revert back to the old experience once switching over to the new version. Zoom also recommends customers who have Zoom Rooms within IM Groups to wait until our September release to enable the new experience for proper mapping of contacts.

This article covers:

Prerequisites for using the New Admin Experience

  • Paid Zoom account
  • Account owner or admin privileges
  • View and edit access to the Groups and Contacts permissions in role management
  • The account was created after August 21, 2021; or was part of the New Admin Experience beta program

What you see when the New Admin Experience is enabled

In August 2021, account owners and admins will receive an in-product tour. You will have the option to permanently switch to the new admin experience until the forced migration date in October 2021.

Summary of major changes

The following sections highlight the major changes introduced by the New Admin Experience compared to the old experience.

IM Groups merged with User Groups

The IM Groups page has merged with User Groups, and appears as Groups in the New Admin Experience.

In the Groups page, former IM Groups will have (Originally IM Groups) appended next to the group name for your reference. You can always update the group name. In addition, if a former IM Group and User Group had the same exact group name and members, then only 1 group will appear in the Groups page to avoid duplicate groups.

New experience Old experience
User Management > Groups

User Management > Group Management

 

Account Management > IM Management > IM Groups

Learn more about creating groups and changing group settings.

IM Group Visibility settings moved to Contacts

Use the Contacts page to manage the visibility of your users and groups on the Contacts pane in the desktop client and mobile app.

New experience Old experience
User Management > Contacts Account Management > IM Managment > IM Settings tab > Company Contacts and IM Groups

Learn more about visibility settings for contacts.

IM Group Privacy settings moved to Contacts

Use the Contacts page to determine if the group is visible or searchable by members only or anyone. In addition, the New Admin Experience does not use the previous group privacy names (Shared group, Private group, and Restricted group).

New experience Old experience
User Management > Contacts > Select Groups button Account Management > IM Management > IM Groups tab > (Group Name) > Edit button

Learn more about visibility settings for contacts.

Channels moved to Chat Management

The Channels page is listed under Zoom Chat Management.

New experience Old experience
Zoom Chat Management > Channels Account Management > IM Management > Channels tab

Learn more about channel management.

IM Settings moved to Account Settings

IM Settings have been moved to Account Settings under the Zoom Chat tab.

Your former IM Settings configuration will not be changed.

New experience Old experience
Account Management > Account Settings > Zoom Chat tab Account Management > IM Managment > IM Settings

Learn more about chat settings in the New Admin Experience.

Chat History moved to Reports

You can find Chat History under Reports > User Activity Reports.

New experience Old experience
Account Management > Reports > User Activity Reports tab > Chat History Account Management > IM Management > Chat History tab

Learn more about viewing chat history.

Group settings

New experience Old experience
User Management > Groups > (Group Name) Account Management > IM Management > IM Groups tab > (Group Name) > Advanced Settings
  • Any customized group settings will not change in the New Admin Experience.
  • If a user is in multiple groups, the following will apply:
    • For meeting, telephone, and recording group settings, Zoom will apply the setting that is locked. If it is not locked, then Zoom will apply the settings from the user’s primary group.
    • For chat settings, Zoom will apply the most restrictive setting.

Learn more about how group settings are applied.

Role Management renamed to Roles

The Role Management page has been renamed to Roles.

New experience Old experience
User Management > Roles User Management > Role Management

Learn more about role management.