Managing zoom settings in the new admin experience – An overview
With the new admin experience, zoom is planning to move the chat settings earlier known as the IM settings to the account settings. They have thought of merging the user groups and the IN groups in a common center place. This permits you for account settings management, group settings, contacts, and groups easily from a single place. Unlike earlier times, when you have to manage the im groups and user groups distinctively.
What does the group management permit?
With group management, you are allowed to turn the settings into on or off to a group of users of your account. Based on your preference, you can also think of setting group admins for coordinating the settings and members for this group. Further, the group admin is also able to see whether the group they manage is set as the primary group within a group or not. In the case of editing the user groups, the zoom admins won’t have to be account admin or should have the role permissions.
Below from this article explores how to add the user’s primary group, steps to add a member to a group, and more.
Preconditions for the new admin experience usage.
- You must have a paid zoom account version.
- Should have the account admin or owner privileges.
- You can edit access or view the zoom contacts or groups permission for the role management.
- Those whose zoom account was created post- 21 August 2021. Also, he will be legible when he or she is participating in the new admin experience beta program.
Way to add a new zoom group.
Groups permit you to turn settings on and off for the users in a group to your account. Further, you can also use the groups to arrange users in the contacts tab for the zoom mobile app and desktop client.
Remember, The older IM groups get auto-added as a fresh group to your account. The originally based IM grouped gets appended to the name from the group page. To the fresh contact page, your prior IN groups will be added automatically.
Step 1. You must sign in to the Zoom web portal.
Step 2. From the navigation menu tap on user management followed by the groups.
Step 3. Tap on the add group.
Step 4. Input the new group’s name and description.
Step 5. Tap on add.
You will discover, that the following group will get displayed on the group’s list.
Steps on adding the members for a zoom group.
Step 1. You must sign in to the Zoom web portal.
Step 2. From the navigation menu tap on user management followed by the users.
Step 3. Verify the users you would like to add to the zoom group.
Step 4. Tap on the group.
Step 5. Verify the user’s list.
Step 6. Choose the group name from the user group drop-down menu.
Step 7. Tap on save.
Way to add the zoom group admins.
For a particular group, you can set the group admins for organizing the settings and its members. Further, for the admin’s convenience, the admin can also view whether the manager group is fixed as a user primary group within the group. Even if the group admins are not account admin then also they have the role permissions for editing the user groups.
Step 1. You must sign in to the Zoom web portal.
Step 2. From the navigation menu tap on user management followed by the groups.
Step 3. Tap on the group name where you want to see the admin.
Step 4. Near the group admins, you will find the + sign. Tap on it.
Step 5. Input the names or email id of one or multiple users whom you would want to set as group admins.
Step 6. Tap on add.
Can I set the primary group to a user? How?
When a user is a member of several groups, then based on his and admin’s discretion, he can select the user’s primary group.
Remember,
- This enables the user to use the primary group’s audio conferencing, recording settings, or meeting. In the case of the chat settings, that particular group having the most destructive chat setting gets applicable for the zoom user.
- When the setting features are locked in the case of other groups, then the user settings will also get locked. And the user will get added to the primary group by default
- In the case of the information barriers policy, the zoom will only find it applicable to the policies of the zoom user’s primary group.
Step 1. You must sign in to the Zoom web portal.
Step 2. From the navigation menu tap on user management followed by the groups.
Step 3. Tap on the group name you think would be the primary group.
Step 4. Tap on the link coming nearer the total members.
Step 5. Tap on the horizontal dot icon (…) coming nearer the user you think of setting the primary group for.
Step 6. Tap on set as the primary group.
Step 7. Tap on save and then verify that you would like to set that particular group as the primary group for this user.
How to alter the group settings?
Step 1. You must sign in to the Zoom web portal.
Step 2. From the navigation menu tap on user management followed by the groups.
Step 3. You can alter the following settings:
Profile Tab.
- The profile of the Group.
- Group name. This particular setting option changes the group display name. When the group is set to display for the company’s contacts directory then the group name will be shown in the mobile app or the desktop client.
- Group description. You can input the description which will assist in identifying the group. This particular group description is solely displayed for the admins of the Zoom web portal. This one is not displayed for the company’s contact directory.
- The zoom group member.
- Total members. Tap on the total number of members for displaying the lust of members and for adding the members.
- Group admins. You can add the group admins.
- Communication content storage location. It assists in organizing the storage location of the communication content.
- Transit Data. Choose the data center regions for the hostage of zoom webinars and meetings.
The Recording, meeting, and audio conferencing tabs.
The group settings will stay the same as the early group management page.
Way of altering the zoom group and account chat settings.
Remember,
- Earlier the chat settings were located at the IM management below the IM settings. This extension shifts the chat settings to the account settings and assists in renaming it to chat settings from the IM settings.
- All other account-level settings except the chat tab remain the same.
Step 1. You must sign in to the Zoom web portal.
Step 2. From the navigation menu, open the chat settings from the group or account level.
- For account, you have to tap on account management followed by account settings.
- For Group, tap on user management followed by groups. Tap on edit near the group.
Step 3. Tap on the zoom chat section.
Step 4. Drive into the settings you wish to alter
Step 5. In the case of the account level settings, tap on the lock icon which will latch the settings for preventing the change at the group settings.
Remember,
- Those settings that have a single large asterisk (*) will solely be altered at the account level.
- If there’s a two-star asterisk (**) then those settings can only be altered at the group level.
- Certain settings are based on specific conditions. The zoom article on setting in the zoom.support site can detail you about this.
Sharing tab.
This permits the users of the group or zoom account to apply the chat features. The features are:
- Screen capture. *
- Animated GIF images. *
- Code Snippet. *
- File transfer.
The security tab.
-
- This enables advanced-level chat encryption.
- It also enables the personnel channel char window setting.
- Allow users to add contacts: This permits the user from adding the zoom contacts for their contact directory. Tap on the option, for setting the level of access. Remember, when turned off, then users won’t be able to add the contacts and instead can view the company’s contact directory.
- Allow users to search others**: Every group member would be able to use the global search bar from the client to find other users. Remember, The following setting is usable for group level. If the users find others in the web portal, then also the setting applies. For instance, when the zoom users assign an alternative host for zoom webinars and meetings, for webinars assigning panelists or pre-assign the participants from breakout zoom, etc.
- Allow users to chat with others. This permits others for chatting with internal or external contacts. Tap on the option for setting the level of access.
- Show status to external contacts*
Visibility tab*
-
- For the first time, users set chat as the default tab.
- Displaying H.323 contacts.
- Linking an account with an organization.
- Ungrouped users can search for any contacts. Those users who are not in a group won’t l be able to search for other users of limited groups.
- Announcements.
The storage tab.
- Cloud storage.
- Excluding the personal channel messages, the local storage for the zoom chat messages.
- The store edited and deleted message revisions coming with a (*) mark.
- Third-party archiving.
Way of managing the contacts.
You will be able to progress with the contact page to control the users and the groups appearing for the zoom mobile app and desktop client. ( the all contact section from the contacts tab is included). Those zoom groups or users can be searched while using the zoom provisional desk phone or zoom phone tab.
Remember, your old IM groups will be auto-added for the new admin experience as the recent group. It will be added to the company’s contact directory.
Decide on how groups of users are displayed for the zoom mobile app or the desktop client?
Follow up the procedure on showing the zoom account’s groups and users for the mobile app and desktop client. It includes all contacts sections from the contacts tab.
Step 1. You must sign in to the Zoom web portal.
Step 2. From the navigation menu tap on user management followed by contacts.
Step 3. Ensure that the toggle at the page’s top is enabled.
The zoom account’s group and user in the mobile app and desktop client. ( the all contact section from the contacts tab is included). From their primary group, the users will be managed.
Step 4. This step is optional. Tap the list of all account users under all contact checkboxes. In case, you don’t wish the users to get composed by the primary group. In place, all users will come under the company contacts ( from all contacts aspect of the contacts tab).
How to import the groups of the contact page?
You can import groups of the contact page for controlling the groups appearing in the mobile app or the desktop client. The all contacts section of her contact tab is included.
Step 1. You must sign in to the Zoom web portal.
Step 2. From the navigation menu tap on user management followed by contacts.
Step 3. Tap on select groups.
Step 4. You can choose or find a group followed by that tap on the privacy setting.
- Visible to anyone, searchable by anyone. Every user should check the group in the zoom app and client. (All contacts sections of the contact tab are included). Every user can search for the group members.
- Visible to member-only and searchable by anyone. Solely the members will find the group from the desktop client or app. (All contacts sections of the contact tab are included). Every user can search for the group members.
- Visible to members only, searchable by members only. It is solely the members who can check the groups for desktop clients and mobile apps. (All contacts sections of the contact tab are included). Only the group members are discoverable by other members of the group.
Step 5. Tap on import.
How to edit the group’s privacy setting?
Step 1. You must sign in to the Zoom web portal.
Step 2. From the navigation menu tap on user management followed by contacts.
Step 3. Alter from the following privacy settings where each group is mentioned for the contacts page.
- Show ‘all contacts’ on zoom applications toggle. These are inclusive of the groups from the contacts tab or the contact directory from the zoom mobile app or desktop client.
Remember, This particular setting will surpass the privacy settings for the company’s contacts directions and group visibility. Depending on the privacy setting, the group members will be searchable.
- List all account users under ‘All contacts’. Show all members of your zoom account from the contacts tab on the zoom mobile app or zoom desktop client.
Step 4. Tap on the triple dot horizontal icon (…) and tap on edit for altering the privacy setting of the members of a group.
- Visible to anyone, searchable by anyone. Every user can view the group of the zoom app and the client. (All contacts sections of the contact tab are included). Every user can search for the group members.
- Visible to members only, searchable by anyone. It is only for the members who can view the group of the zoom desktop client and app. (All contacts sections of the contact tab are included). Every user can search for the group members.
- Visible the members-only, searchable by members only. It is only for the members who can view the group of the zoom desktop client and app. (All contacts sections of the contact tab are included). Zoom Group members are solely searchable by other zoom group members.
All credit- zoom.us