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Zoom Account Management Setting Guide

Contents

  • 1 My Zoom Account
    • 1.1 Zoom Profile
    • 1.2 Account Access
    • 1.3 Account Settings
  • 2 Billing and Payments
    • 2.1 Subscriptions
    • 2.2 Payments
    • 2.3
    • 2.4 Taxes
  • 3 Admin Management
    • 3.1 Managing Account
    • 3.2 Managing Groups and Users
    • 3.3 Managing Educational Accounts
  • 4 Security and Firewall
    • 4.1 Securing your Zoom Account
    • 4.2 Securing your Zoom Meetings
    • 4.3 Network and Firewall
  • 5 Device Management

My Zoom Account

Zoom Profile

  • Customizing your profile
  • Account profile
  • Adding and sharing your pronouns
  • Zoom Advertising FAQ
  • Adding a picture to your Google profile for Zoom

Account Access

  • Managing your password
  • Resetting your Zoom password
  • Changing the email associated with your account
  • Signing out and switching between accounts
  • Can I use Zoom on multiple devices?
  • Deleting or terminating your account
  • Linking your Zoom Account
  • Signing in with Google or Facebook
  • Signing in without Google or Facebook
  • This Zoom account does not exist
  • Why is my email @gtempaccount.com?

 

Account Settings

  • Changing your meeting settings
  • Changing email notification settings
  • using your host key
  • How to leave an account to start your own

 

Billing and Payments

Subscriptions

  • Plan Types
  • Monthly vs Annual Plan
  • Upgrading to a paid account
  • Upgrading an existing plan
  • Audio conferencing options
  • Hosting large meetings
  • Increasing participants
  • Downgrading from a Business to a Pro plan
  • Canceling your subscription
  • Canceling a Zoom subscription on Google Play
  • Zoom Audio US & Canada
  • June 2021: Expanded Webinar Capacity

Payments

  • Does Zoom accept SEPA Direct Debit
  • Getting started with billing management
  • Frequently asked questions about the new Zoom payment address for check payments
  • Viewing your invoice history
  • Resubscribing after account shutdown for non-payment
  • Auto Pay vs. Manual Pay
  • Zoom payment methods
  • W-9 & wire transfer instructions
  • Understanding your invoice
  • How Do I Update My Billing Contact?
  • Updating your credit card
  • Frequently asked questions about India’s e-mandate directive
  • Validating a digital signature
  • Does Zoom accept Apple Pay
  • Coupon usage guide
  • Does Zoom Accept PayPal?
  • Does Zoom Accept Purchase Orders?
  • Error codes for billing
  • Zoom billing support

Taxes

  • Taxes

 

 

 

Admin Management

Managing Account

Account owners and admins can change tiered settings that affect your entire Zoom account, in addition to establishing user roles, associated domains, and linking accounts to your organization. These support articles tell you how to effectively manage your Zoom account and settings.

  • Changing account settings
  • Configuring account support information
  • Changing the account owner
  • Using role management
  • Using tiered settings
  • Getting started with associated domains
  • Scheduling privilege and alternative hosts 
  • Managing settings in the New Admin Experience
  • Transferring a PMI or URL from a Basic account
  • Linking accounts to an organization
  • Combining Your Zoom Accounts Using Account Consolidation
  • Advanced Associated Domain configurations
  • Trusted Domain
  • Technical previews
  • Requesting an appeal on account deactivation
  • Feedback to Zoom

 

Managing Groups and Users

Manage groups and users with these articles that help you understand how to add or remove users, assign licenses, and enable settings based on your organization’s preferences.

  • Zoom user types & roles
  • Managing users
  • Managing user groups and settings
  • Adding existing users to a paid account
  • Auto activating added users
  • Assigning a License
  • Fixing an incorrectly displayed user license
  • Changing a user’s password
  • Enabling users to add and share their pronouns
  • Deactivating, unlinking, or deleting users from your account
  • Requiring users to update Zoom
  • Requiring Virtual Background usage
  • Managing IM Contacts and Channels . You can add contacts, create contact groups
  • Transferring data to another user
  • Adding batch users
  • Batch importing and updating users
  • Allowing users to contact Zoom Support via Chat

 

Account owners and admins can access valuable data related to your Zoom account and usage through the Report section of the Zoom web portal. These support articles tell you how to use various reporting dashboards and analyze data to understand how your team uses your Zoom products.

  • Getting started with Zoom reporting
  • Getting started using the Zoom Dashboard
  • Dashboard statistics and graphs
  • Dashboard for meetings and webinars
  • Dashboard for Zoom Rooms
  • Cloud Recording report
  • Meeting registration and polling reports
  • using meeting quality scores and network alerts
  • Accessing audio conferencing reports
  • Using scheduling tracking fields
  • Using Operation Logs
  • Datacenter abbreviation list
  • March 2022: FAQ on reporting changes

 

Managing Educational Accounts

  • Getting started with the Children’s Education Status setting
  • Enabling or disabling Children’s Education Status setting
  • K-12 School Time Limit Removal Request FAQ
  • Frequently asked questions about external authentication for K-12 schools
  • Configuring external authentication for K-12 schools

 

Security and Firewall

Securing your Zoom Account

and how to resolve untrusted certificate issues so your account stays secure.

  • Understanding Zoom privacy alerts
  • Receiving a compromised account notification
  • Reporting abusive behavior
  • Reporting suspected fraud on your account
  • Reporting a compromised account
  • Zoom Trust Center
  • Changing account security settings
  • Restricting logins for the Zoom Client
  • Managing two-factor authentication (2FA)
  • Managing Communications Content storage location
  • Creating a Zoom custom disclaimer
  • Security White Paper
  • Zoom Untrusted Server Certificate issues
  • HIPAA Business Associate Agreement (BAA)
  • Assigning users to receive security emails from Zoom

Securing your Zoom Meetings

Zoom’s virtual meeting platform comes with numerous security features designed to manage remote meetings, control access to your meetings, and prevent disruptions so users can communicate securely. These articles and training materials teach you how to keep your Zoom video conferencing safe and secure.

  • Selecting data center regions for meetings/webinars
  • Configuring authentication settings and profiles
  • Predicting Zoom Meeting IDs
  • Locking the meeting/webinar topic or description
  • Blocking users in specific domains
  • Adding audio watermark
  • At-Risk Meeting Notifier
  • Using Information Barriers

 

Network and Firewall

  • Zoom network firewall or proxy server settings
  • Wireless (WiFi) Connection Issues
  • Bandwidth need when using 3G, 4G/LTE, or 5G
  • Configuring McAfee Desktop Firewall
  • Restricted countries or regions
  • Network Firewall Settings for CRC
  • VPN Split Tunneling Recommendations
  • Using QoS DSCP Marking

 

Device Management

Device management is the administration of devices, such as laptops and mobile phones, in a centralized location. These support articles tell you how to manage devices as an account admin and configure Zoom on mobile devices remotely.

  • Device management for Zoom admins
  • Changing Device Management account settings
  • Viewing managed devices
  • Exporting a list of managed devices
  • Mass-deploying with preconfigured settings for iOS
  • Mass-deploying with preconfigured settings for Android
  • Mass-deploying with Group Policy Objects
  • Managing the Zoom client with BlackBerry UEM

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