Not everyone can set user privileges or enable/disable functions, only some users with administrator privileges.

This article explains roles, permissions, and how to manage users in Zoom.

Conditions for user management on Zoom

There are three types of Zoom licenses: a free license that allows you to create an account as soon as you have an email address, and a license that requires a paid contract.

Of these, user management can be performed with three paid license plans.

The free license is intended for personal use and has limited functionality.

On the other hand, since paid licenses are for business use, it is necessary to limit the range of members and functions that can be used and operate them more safely.

Administrator rights must be granted to limited users and managed to ensure proper use.

Paid plan type

Zoom has three paid plans: Pro, Business, and Enterprise.

As you move up the plan, the number of licenses and the maximum number of participants will increase, and you will be able to use advanced functions such as cloud recording and single sign-on.

User management features are available on all three paid plans.

Paid Account Roles and Admin Privileges

Zoom paid accounts have roles set to limit user privileges.

There are three default roles:

• owner
• administrator
• member

owner

The account owner has full control over users in Zoom.

Only one owner can be assigned a role initially.

Only after the owner grants permissions to other people can they also assign roles.

However, only the “Change someone else to owner” operation is restricted to the current owner.

administrator

Has a wide range of administrative rights, including adding and deleting Zoom users.

member

This user can join and host Zoom meetings, but does not have account management privileges.

In Zoom, there are “owners” and “administrators” who have administrator privileges, but it is possible to use them flexibly, such as giving broader privileges to administrators with owner privileges and creating unique “roles”. has become

Settings that can be made with Zoom administrator privileges

Zoom user management and permission changes are performed by signing in to the Zoom web portal (https://zoom.us/) as a user with administrator privileges (owner or administrator).

We’ll show you how to add users and how to change roles.

Access the user management screen

Add users and change roles from this screen.

1. Sign in to the Zoom web portal.
2. Click User Management → Users.

Add user

How to add new users to your Zoom account.

Enter your email address to add

1. Access the user management screen of the Zoom web portal.
2. Click Add User.
3. Enter your email address. If you want to add multiple users with the same settings, you can register multiple users at the same time by separating them with commas.
4. After entering the required information, click “Add”.

Added users will receive an invitation email and will be added to your account if they accept.

Add by importing a CSV file

Creating and importing a CSV file is a convenient way to add multiple users in bulk.

Note the following points when creating a CSV file.

• Comply with the production requirements specified by Zoom
• Create separate CSV files for each user type and set of functions
• Paid account owners cannot be imported from CSV

This section describes the procedure for actually creating and importing a CSV file.

1. Access the user management screen in the Zoom web portal.
2. Select the User tab.
3. Click Import.
4. Click “Download CSV Sample” to download the sample file.
5. Open the downloaded sample file with Excel or the like.
6. Enter the information of the user to be added according to the format of the CSV file. Email, first name and last name are required fields.
7. After completing the input, save it as “CSV (comma delimited)”.
8. Return to the Zoom web portal and view the Users tab of the user management screen.
9. Click Import.
10. Select User Type and Capabilities, then click Upload CSV File.
11. Select your CSV file and click Open.

Users who register in bulk will receive an invitation email and will be added to their account if they accept.

Update user’s information

How to update registered user information.

Update users individually

1. On the user management screen of the Zoom web portal, click “Edit” in the relevant user’s column.
2. You can check and edit the following items.

• User type (basic, licensed user, on-premise)
• Add-on license
• roll
• Department
• manager
• director
• place

Batch update by importing a CSV file

You can batch update by exporting registered user information from Zoom, editing it, and then uploading it again.

1. Access the user management screen in the Zoom web portal.
2. Select the User tab.
3. Click Export to export existing user information in a CSV file.
4. Open the CSV file in Excel, etc., edit it, and save it.
5. Return to the Zoom web portal and view the Users tab of the user management screen.
6. Click Import.
7. Select Update User.
8. Click Upload CSV File.
9. Select the edited CSV file and click Open.

Assign licenses to users

Even if you have a paid license with Zoom, you cannot use the function unless you assign it to a user.

Don’t forget to assign licenses after adding users.

1. On the user management screen of the Zoom web portal, click “Edit” in the column of the user you want to assign a license to.
2. Select the licenses to assign and click Save.

Set user roles

This is the method to set/change the user’s role.

1. On the user management screen of the Zoom web portal, click “Edit” in the column of the user whose role you want to set.
2. Select the role you want to assign.
3. Click Save.

Change the permissions of an existing role (owner/administrator with permissions)

Change the contents of permissions set for an existing role.

1. Click Manage Roles in the Zoom web portal.
2. Click Edit for the role whose permissions you want to change.
3. Click the checkbox to set permissions.
4. After changing the permissions, click Save Changes.

Create a new role (owner/administrator with privileges)

This is a method to create a new role other than the default role.

1. Click Manage Roles in the Zoom web portal.
2. Click Add role.
3. Enter the role name and description.
4. Click the checkbox to set permissions.
5. After setting the permissions, click Save Changes.

Change owner (current owner only)

How to transfer ownership to another person.

Only users with “administrator” privileges can be set as new owners.

If you want to make a member an owner, set it as an administrator in advance by changing the role.

1. Go to the Zoom web portal.
2. Click Account Management.
3. Select “Account Profile“.
4. Click Change Owner.
5. Enter the new owner’s email address and click Change.

When you transfer ownership to someone else, the former owner’s role changes to “Administrator”.

summary

• For Zoom paid accounts, only users with administrator privileges can register new users and change privileges.
• “Owner” and “Administrator” have administrative rights
• Create your own roles and customize permissions

Zoom is characterized by the ability to flexibly set permissions according to the size and purpose of the organization.

Operate Zoom safely with proper user management.