Managing Zoom Whiteboard as an administrator

Account owners and admins with the Zoom Whiteboard permission can view a list of the whiteboards created by users within their organization and help manage them.

Prerequisites for managing Zoom Whiteboard as an administrator

• Account owner or admin with relevant role/privilege

How to manage Zoom Whiteboard as an admin

1. Sign in to the Zoom web portal.
2. Click Account Management, then click Whiteboard Management.
3. In the All Whiteboards tab, click the ellipses icon  to the right of a whiteboard and choose from the following options:
   • Lock: Temporarily prevent editors, commenters, and viewers from opening and editing a document, while owners and co-owners retain full editing functionality.
   • Rename: Change the name of the whiteboard.
   • Change Owner: Change the owner of the whiteboard.
     Note: This requires edit access for the Zoom Whiteboard Management role.
   • Export PDF: Convert the contents of the whiteboard into a PDF file that can be saved and shared outside of the Zoom platform.
   • Move to Trash: Move the whiteboard to the owner's Trash tab on their personal Whiteboards page.
4. (Optional) To manage personal templates, click the Personal Templates tab.
5. (Optional) To manage templates submitted by users to the organization, click the Org-Wide Templates tab.
6. (Optional) Click the Trash tab if you would like to restore or permanently delete a whiteboard.
   • To the right of a whiteboard, click the ellipses icon and choose from the following options:
     • Restore: Move the whiteboard out of the trash and return it back to its original location.
     • Delete Forever: Completely remove the whiteboard in the owner's Trash.
       Note: Files in the Trash tab will be permanently deleted after 30 days.
7. (Optional) At the top right, click the Export button to download the filtered list of whiteboards to a spreadsheet in CSV format. This is useful for admins who need to manage a large number of whiteboards and want an easy way to keep track of them.