Managing Zoom Contact Center users
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Zoom Contact Center admins can assign or remove Zoom Contact Center licenses to existing Zoom users. After adding users, you can change users' settings.
This article covers:
Prerequisites for managing Zoom Contact Center users
- Account owner or admin privileges; or relevant role/privilege
- Pro, Business, or Education account
- Zoom Contact Center license
How to add a user to Zoom Contact Center
You can add an existing user in the Zoom account to Zoom Contact Center.
Notes:
- If the account has concurrent licensing, a Zoom Contact Center user is counted towards the total concurrent license amount when they are signed in.
- If the account doesn't have concurrent licensing, users added to Zoom Contact Center are counted towards the total license amount.
- To assign up to 1,000 licenses at once, see the article to batch add users.
- Sign in to the Zoom web portal.
- In the navigation menu, click Contact Center Management then Users.
- Click Add.
- In the General section, specify the following required information:
- User(s): Click Add, select the users to assign licenses to, then click Add.
- Role: Select the role to assign to the user.
- (Optional) Change the user’s settings.
Note: Some settings are only available after you've added the user, and you're changing user settings. - Click Save.
Users will receive an email notification.
How to view or edit existing Zoom Contact Center users
- Sign in to the Zoom web portal.
- In the navigation menu, click Contact Center Management then Users.
- Use the following options to search or filter users.
- Search field: Enter keywords to search contact center users.
- Queue drop-down menu: Select a queue to only display users assigned to a specific queue.
- Active Status drop-down menu: Select a user access status to only display active or inactive users. You can change users' access status in user settings.
- Locate a user you want to edit, then click the ellipses icon
for these options:
- Edit: Change user settings.
- Remove: Remove the Zoom Contact Center license from the user.
Note: To remove several users at once, select the check boxes beside the Name column, then click Remove at the top of the table.
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