Account owners and administrators often ask the following questions or encounter problems when managing their Zoom accounts. Also available are a user quick start guide, frequently asked questions, and weekly trainings.
Getting started with your Zoom account
How can I add a user?
Adding users can be done either individually, by uploading a CSV, or with just-in-time provisioning through Single Sign On (SSO).
Only five Zoom licenses were purchased. Do I have to limit the number of Zoom users to five?
You can have 5 licensed users on your Zoom account if you have 5 licenses. You can add up to 9999 Basic (free) users to your Zoom account in addition to your Licensed users.
How does a basic user differ from a Licensed user?
A basic user can host meetings with up to 100 attendees. The meeting will end after 40 minutes if 3 or more participants join. Add-ons such as large meetings, webinars, audio conferencing, and conference room connectors are not available to them. Licenced users are those users who have a paid account and are able to host meetings for an unlimited amount of time. For additional capacity, large meeting licenses are available for meetings with more than 100 participants. Additionally, licensed users have access to add-ons and additional features, such as cloud recording, customized Personal Meeting IDs, and more.
How do I assign licenses to users?
In User Management, you can assign licenses to users after purchasing them on the Billing page.
Can I use single sign on (SSO) with Zoom?
Zoom can be configured to work with your IDP for login and for adding users using just-in-time provisioning.
How can I automatically add users to my account?
Users can be automatically added to Business, Education, and Enterprise accounts by adding an associated domain.
How do I use my existing phone numbers with Zoom Phone?
You must port your existing phone numbers to Zoom Phone in order to use them with Zoom Phone. Your previous provider will be contacted by Zoom and your number will be ported to Zoom Phone. The ported numbers can be assigned to users after the porting process is completed.
How do I assign Zoom Phone licenses to users?
Users in a Zoom account can be assigned Zoom Phone licenses and calling plans. When a Zoom Phone license is assigned to a user, an extension number will be assigned. In addition, users will receive an email notifying them that they have been added to Zoom Phone.
How can we brand our Zoom account?
A custom landing page can be created for Business, Education, Enterprise, and API accounts, which will be included in join links, for example, yourcompany.zoom.us.
Managing available features
How can disable settings for specific users?
Through your account settings, you can disable and lock settings for all users on your account or you can set up groups and disable settings for a specific group of users. Users will not be able to enable a setting if it is disabled and locked at the account or group level.
Can I restrict who joins meetings on my account?
Setting up authentication profiles allows you to restrict who can join meetings and webinars on your account.
How can I customize which dial in numbers appear in our meeting invitations?
Global dial-in numbers can be customized at the account or group level to specify which phone numbers will be listed. Additionally, you can add toll-free numbers and toll numbers for additional countries with an audio conferencing plan.
Managing the Zoom client
How can I manage the Zoom client for my users?
Zoom can be installed with MSI, with group policy, or with registry keys on Windows devices. A customized plist file can be used to push out mass deployments on Mac. The Google Admin console can be used to manage Chrome OS devices.
Do you have a virtual desktop solution?
Zoom offers a virtual desktop infrastructure (VDI) solution.
Managing my account
Can I add others to help me manage my account?
Admins and users with custom roles can be added to your Zoom account by the account owner.
How do I manage my users’ passwords?
Zoom’s web portal allows you to set minimum password requirements on the Security page. If a user enters the wrong password repeatedly, you can unlock the account or change their password for them.
How do I change the account owner?
Account owners can transfer ownership to account administrators. A Pro account admin can become the owner if the owner is unavailable.
Our company/school has another Zoom account. How can we share contacts?
An organization can link more than one Zoom account.
How can I remove a user?
A user can be removed, deactivated or unlinked from the Zoom web portal.
How do I upgrade my existing plan?
Through the Zoom web portal, you can upgrade from a Pro account to a Business account. Add-ons are also available. Please contact Zoom sales if you wish to add licenses to your Enterprise account.
How do I change from monthly to annual or annual to monthly payments?
In the Billing section of the Zoom web portal, you can change the frequency of your payments.
How do I cancel my Zoom account?
If you would like to cancel your Zoom account, you can do so through the Billing section of the Zoom web portal.