Account profile in zoom app

You will be able to view all the basic information about your account on the Account Profile page of your account. Depending on the size of your account, an account can include a group of users or a single user can create a new account.

There are also advanced features available depending on your role and subscription plan, such as support information regarding accounts, associated domains, vanity URLs associated with accounts, and detailed usage statistics for cloud recording and audio usage by accounts. These features are available depending on your role and subscription plan.

To learn more about how you can customize your profile, please visit our profile customization page.

Prerequisites for accessing the account profile

• Your choice of account level (free or paid): Basic (free), Pro (paid), Business, Enterprise, or Education

• Depending on the feature, there may be additional prerequisites that must be met

How to access the account profile

1. You can access Zoom’s web portal by signing into your Zoom account.

2. In the navigation panel, go to the Account Management section, and then click on the Account Profile link. You will then be taken to your account profile.
   In accordance with the type of user you have chosen, there are a number of sections that you may view:

Owner account profile – Basic (free)

• Basic Information

  • Account Type: A plan type is a description of the type of account associated with this plan. Your account can be upgraded to a paid one.

  • Your Role: Your role is Owner by default for Basic (Free) accounts, and you cannot change your role once you have created the account.

  • Meeting Capacity: As you can see, your free account comes with a maximum number of meetings that can be scheduled. This can be changed with the purchase and assignment of licenses or by upgrading from a free plan to a paid plan.

  • Terminate my account: If you click Terminate My Account, you will be able to permanently delete your Zoom account.

Owner account profile – Pro (paid)

• Basic Information

  • Account Type: There is one type of plan associated with this account, and that is this plan type. There are different types of partners that are listed: Pro, Business, Education, Enterprise, and API Partners.

  • Account Name: The account name can be changed by clicking the Edit button. Your other account members will be able to view this on their account profiles if they are logged into your account.

  • Account Alias: You can edit the alias of your account by clicking on Edit Account Alias.

  • Your Role: Clicking Change Owner will allow you to appoint a new owner for your account, if you are presently the owner of the account.

  • Account Number: Here is the account number for your account. Providing this information will help Zoom support locate your account faster when you contact them for assistance.

  • Meeting Capacity: Under your account under the Meeting Capability section, you can see what the default meeting capacity is for paid members. Large meeting licenses must be purchased and assigned in order to change this.

• Account Support Information

  • Additional support instructions: Enter any specific support instructions that should be made visible to your users by clicking Additional Support Instructions and entering any additional details.

  • Specify who to contact for support: In your organization, you can provide users with the name and email address of a person or team whom they can contact if they need any help. This contact will receive all messages generated by Zoom instead of the account owner when those messages are generated by Zoom.

• Registration Pages – Terms of Service and Privacy Policy Links: In the Terms of Service section, you should specify links to your Privacy Policy and Terms of Service. On every registration page for a meeting, a webinar, or a recording, you will see links to these resources. Enter a URL that begins with http:// or https:// in the Edit field, and save the changes.

  • These links appear below the registration form if there is a meeting or webinar that requires registration.

  • If the user hovers over the privacy notification icon when attending a meeting or webinar without registering, these links will display.

• Associated Domains: In order to add a custom domain that can be used to populate users automatically, you must be the account owner or admin on a Business or Enterprise plan.

• Vanity URL: In order to request a vanity URL or to select from a predefined vanity URL, you are required to be an account owner or administrator who has a Business or Enterprise plan and select this option. This will give you access to a customizable login page, branding options, and the option to enable single sign-on capability.

• Communication Content Storage Location: Make sure that communications content is stored in a safe location.

• Customize data center regions for meeting/webinar data in transit: Set up which regions you would like to be able to access when taking part in in-transit meetings or webinars.

• Link accounts to an organization: In order to manage multiple Zoom accounts linked to your account, you will need to create an organization as the owner of the account.

• Usage Overview: You can view a snapshot of your account’s audio usage and cloud recording storage if you have the privilege of being an Account Owner or an Admin on a Pro, Business or Enterprise plan by navigating to the Usage Overview tab of your account. You can find out more about Cloud Recording Reports and Audio Conference Reports by visiting our website.

• Dashboard: If you have an Account Owner or Admin, you will have access to account information such as overall usage, live in-meeting data, and much more through the Dashboard if you are on a Business or Enterprise account. You will find this option at the top right of the Account Profile page. Zoom Dashboard can be found here.

Admin account profile

• Basic Information

  • Account Type: It is the account type that will display as Pro, Business, Education, Enterprise or API Partner in the account details and will be displayed as the plan type linked to the account.

  • Account Name: You can change the name of your account by clicking the Edit button. There will be a link to this on the account profile of other members of your account.

  • Account Alias: You can edit the alias of your account by clicking on Edit Account Alias.

  • Your Role: A member of the admin team will be able to view and edit a subset of pages within the account in addition to being able to set permissions for that subset.

  • Account Number: You will find your account number on the back of your statement. This will help Zoom support locate your account more quickly when you contact them for assistance.

  • Meeting Capacity: Users with paid accounts are assigned a default meeting capacity. This can be changed by purchasing and assigning a large meeting license to the meeting leader.

• Account Support Information

  • Additional support instructions: Click Additional Support Instructions and enter any specific support instructions that should be made visible to your users.

  • Specify who to contact for support: Click Edit and enter the Name and Email address of an individual or team in your organization that users can contact for support. Messages generated by Zoom will be sent to this contact instead of the account owner.

• Registration Pages – Terms of Service and Privacy Policy Links: In the Terms of Service section, you should specify links to your Privacy Policy and Terms of Service. On every registration page for a meeting, a webinar, or a recording, you will see links to these resources. Enter a URL that begins with http:// or https:// in the Edit field, and save the changes.

  • If there is a registration form below the registration form for a meeting or a webinar, these links will be displayed below it.

  • If there are no registrations required for the meeting or webinar, these links will be shown when the user hovers over the privacy notification icon.

• Associated Domains: In order to add a custom domain that can be used to populate users automatically, you must be the account owner or admin on a Business or Enterprise plan.

• Vanity URL: For account owners or administrators on Business or Enterprise plans, you can either apply for a vanity URL or choose from a pre-defined list of vanity URLs that enable you to customize a login page, brand it according to your company requirements, and configure single sign-on on the account.

• Customize data center regions for meeting/webinar data in transit: Set up which regions you would like to be able to access when taking part in in-transit meetings or webinars.

• Link accounts to an organization: It is possible to link multiple Zoom accounts to your Zoom account if you are an Account Admin with the privilege of changing Account Profile settings.

• Usage Overview: The Usage Overview tab within the account is available to Account Owners and Admins on a Pro, Business and Enterprise plan. Take a look at some of the details about Cloud Recording Reports and Telephony Reports here.

• Dashboard: Account Owners and Admins on Business plans have access to detailed account information including information about their usage and in-meeting information by clicking Dashboard at the top right of their Account Profile page. This is where you can view detailed information about your account. Zoom Dashboard – find out more.

Member account profile

• Basic Information

  • Account Type: It is the account type that will display as Pro, Business, Education, Enterprise or API Partner in the account details and will be displayed as the plan type linked to the account.

  • Account Name: The name of the account is as follows.

  • Account Alias: The alias or nickname for this account can be found here.

  • Your Role: In order to view the basic account profile information, you must be an account member.

  • Account Owner: The email address of the Account Owner is the one associated with the account.

  • Account Number: Here is the account number for your account. It will also help Zoom support locate your account much quicker if you provide this information when contacting the support team for assistance.

  • Meeting Capacity: Paid users under this account are assigned a default meeting capacity.

  • Unassociate and create your own account: There is an option to delete your existing user account so that you might be able to create an individual account instead.