Adding existing users to a paid account in zoom app

You will be able to take advantage of more features as well as licenses for your users if you purchase a Zoom account for your organization. I would like to point out that some of your employees may be using Zoom with individual accounts within your organization, if you have not invited them yet to join your account. You will need to invite these users to your organization’s parent account if you want these users to have access to the benefits of your account. As long as your invitation is accepted, you will be able to refund any individual members with paid accounts for the remainder of their subscription.

Prerequisites for adding users to a paid account

• Access rights for administrators and owners

• Accounts that are paid

How to add users on the web

• Log into the Zoom account you have created.

• After clicking on User Management, you will be able to select Users from the list.

• Please click the Add Users button.

• Once you have entered the information for the user or users, click the Add button. You will receive an email inviting the user(s) to become part of your account as soon as they fill out the form. By clicking on the Pending section of the User Management page, you will be able to find out if the invitation has yet to be accepted or not.
  Note: In order for the email addresses to work, they need to already exist and allow external emails to be received.

• If you would like to know more about adding users, please refer to this article.

Best practices when inviting users

• In case you are interested in a quick start guide for this process, please find it attached to the bottom of this page.

• Zoom highly recommends that owners/admins contact individual users before sending invites, so they have a better understanding of what they are receiving and why these emails are being sent.

• In the event that you invite individual licensed users to join your paid account as Basic users, you should make sure that you inform them that their acceptance may result in them losing access to certain features that Licensed users have access to, such as cloud recording and meetings lasting over 40 minutes. In the event that a license needs to be assigned later, basic users will be able to do so.

• Users can also be added with Single Sign-On and Associated Domains so they can access the system from multiple domains.

• Your account will receive a confirmation email when an invited user’s prorated credit has been transferred to yours, along with the amount of the credit transferred. You will receive a credit automatically applied to your next invoice, if your account is set up to automatically pay. It is possible to apply a credit to an open invoice if you have Net terms on your account and reach out to Billing by chat.

How users accept an invitation

• A user will receive an email similar to the one below when they are invited to your account:

• The invitation will be accepted by the user when he or she clicks on the hyperlink or pastes it into a browser.

• There is an option for the user to choose whether they would like to receive their prorated refund through their own payment method if they are the owner of a paid account, or whether they are going to transfer the prorated credit balance back to the new account they are joining if they are the owner of a free account.
  Note: In contrast to your prorated credit/refund amount, your Account Balance reflects the amount owed on your account as of the date of the statement. If you have any outstanding invoices and you want to join another account, you will not be able to do so.

• After the user has completed the above steps and has been redirected to zoom.us, he or she can sign in as they did before. You have now added this user to the account of your organization.

Notes:

• You will receive the refund back to your original payment method, if you choose to receive the refund back to that original payment method, within 3-5 business days after you submit your refund request.

• The owner of the account must delete, unlink, or invite any users that are still linked to your account in order to let the invitation be accepted by the owner of the other account if you cannot accept the invite due to error 1009. If this is not an option, then you may need to delete the Zoom Room from the Zoom Rooms page before accepting the invitation to the Zoom Room.

• It is possible that you may be notified that you need to remove your cancellation request from your account prior to accepting an invitation to join a new account if you have previously requested a cancellation on your account. Click Reactivate Plan on the Billing page of your account. In order to receive a prorated refund/credit for the unused portion of your plan, you must accept the invitation to the new account once reactivated.

• The following details will be transferred to you as soon as you accept the invitation and join the account:

  • The details of your profile (name, profile picture, time zone, etc.)

  • Online meetings and webinars are scheduled on a regular basis

  • Recordings on the cloud

  • IM history

  • Contacts

  • Settings
    It is possible for your settings to be altered if they are in conflict with the settings of the group or account that you have joined. The licenses of large meetings, as well as webinars, will not transfer, so an administrator will have to assign these licenses to the new account if they have not already been assigned. It is recommended that before accepting the invitation, they access and download any necessary reports they might need before accepting the account invitation. Reporting data will also not be transferred between While IM history is transferred with the user and available for them to see on the new account, any IM history that was created before the user joined the account cannot be accessed by account admins.

• You will not be affected by the change in Vanity URL when you join an account, but your meeting and webinar IDs will remain the same. However, the join links will be changed to reflect the new Vanity URL. Those attendees who join the meeting with the old vanity links will be reminded that the meeting is no longer associated with the old vanity link and may be confused as a result of that. You may need to resend your registration confirmation email to guests and change the join URL in your calendar events to avoid this happening.