Managing user groups and settings

Group management allows you to turn settings on or off for a group of users in your account. You can also set group admins to manage the members and settings for that group. The group admin can also see if the group they manage is set as the primary group for users within the group. The group admin does not need to be an account admin or have role permissions to edit user groups.

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This article covers the legacy groups and settings management experience. If you see Priority Management in the upper-right corner next to Add group, you're already using the new groups experience. For managing groups and settings under the new groups and settings management experience, visit Using the new groups and settings management experience.

Requirements for managing user groups and settings

Table of Contents

How to create a new group

Groups allow you to turn settings on or off for a group of users in your account. You can also use groups to organize users in the Contacts tab in the Zoom desktop app and mobile app. You can create a new group in the Zoom web portal by adding one manually or by cloning an existing group.

Add a group

  1. Sign in to the Zoom web portal as an admin.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users .
  4. Click Groups.
  5. Click Add group.
  6. Enter a name and description for the new group.
  7. Click Add.
    This group will now show up in your groups list.

Clone settings of an existing group

  1. Sign in to the Zoom web portal as an admin.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users .
  4. Click Groups.
  5. To the right of the group you want to clone, click the ellipsis icon .
  6. Click Clone settings of this group.
  7. Enter a name and description for the new group.
  8. Click Clone.
    This group will now show up in your groups list.
    Note: Group admins and members must be added manually.

How to add group admins

You can set group admins to manage the members and settings for that group. The group admin can also see if the group they manage is set as the primary group for users within the group. The group admin does not need to be an account admin or have role permissions to edit user groups.

  1. Sign in to the Zoom web portal as an admin.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users .
  4. Click Groups.
  5. Click the name of the group you want to add admins for.
  6. On the Profile tab, next to Group admins, click Add admins.
  7. Enter one or more names or email addresses of users that you want to set as group admins.
  8. Click Add.

How to manage members in a group

Add users to a group

  1. Sign in to the Zoom web portal as an admin.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users .
  4. Click Groups.
  5. Click the name of the group you want to add users to.
  6. On the Profile tab, under Members, click Add members.
  7. Enter one or more names or email addresses of users that you want to add to the group.
  8. Click Add.

Remove users from a group

  1. Sign in to the Zoom web portal as an admin.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users .
  4. Click Groups.
  5. Click the name of the group you want to remove users from.
  6. On the Profile tab, under Members, select the check box next to each user you want to remove.
  7. Click Remove, then click Remove again to confirm.
  8. (Optional) Alternatively, click Move to another group to remove them from the current group and add them to another existing group.

Set a user's primary group

If a user is in multiple groups, you can set a primary group for them. By default, the primary group is the first group a user is added to. The user will use the primary group's settings. For chat settings, the group that has the most restrictive chat setting will apply to the user.

Notes:

  1. Sign in to the Zoom web portal as an admin.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users .
  4. Click Groups.
  5. Click the name of the group you want to set as the primary group for a user.
  6. On the Profile tab, under Members, locate the user.
  7. Next to the user's name, click the ellipsis icon .
  8. Click Set as Primary Group.
  9. Click Save to confirm that you would like to set this group as primary for this user.

How to change group settings

Account owners and admins can enable, disable, and lock settings at the group level. If a setting is not locked for the account or group, they can be adjusted by the individual user. Learn more about tiered settings.

  1. Sign in to the Zoom web portal as an admin.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users .
  4. Click Groups.
  5. Click the applicable group name from the list.
  6. Click a tab to view available settings associated with that product or topic.
  7. Click a toggle to enable or disable a setting.
  8. (Optional) Click the lock icon to lock a setting. If you lock a setting, the group members will not be able to modify it individually.
    Note: Settings can also be locked at the account level. This will be noted next to the setting. If a setting is locked at the account level, you will need to change it under Account Settings.

How to manage contact groups

You can use the Contacts page to control users and groups that appear in the desktop app and mobile app (displayed in the All Contacts section on the Contacts tab). These users or groups will also be searchable when using Zoom Phone (Phone tab) or a provisioned desk phone.

Determine how users and groups are shown in the Zoom Workplace desktop and mobile apps

Follow these steps to show the account's users and groups in the Zoom desktop app and mobile app (displayed in the All Contacts section on the Contacts tab).

  1. Sign in to the Zoom web portal as an admin.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users .
  4. Click Contacts.
  5. Enable the toggle at the top of the page to display the account's users and groups in the desktop and mobile app (displayed in the All Contacts section on the Contacts tab).
  6. (Optional) Select the following check boxes:
  7. Click Continue to confirm.

Link groups to the Contacts page

You can link user groups to contact groups and control how these contact groups appear in the desktop and mobile app (displayed in the All Contacts section on the Contacts tab). Each group you select will be added as a new, separate contact group. Each contact group name will be the same as its corresponding user group name. Alternatively, follow the instructions in the next section to manually create and name contact groups (by adding individual users, or based on one or more user groups). Any users added to or removed from the user group will be reflected in the contact group.

Note: If a contact group doesn't have any members, it will not be available and will not appear in the list to be linked/imported to the Contacts page. The admin must add members to the contact group, even if there is an admin and no members for that group.

  1. Sign in to the Zoom web portal as an admin.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users .
  4. Click Contacts.
  5. Click Select Groups.
    Note: Even if you select multiple groups, each group will be created as its own contact group.
  6. Search for and select groups to import, then select a privacy setting:
  7. Click Import.

Create a contact group

You can manually create a contact group to organize your users in the desktop and mobile app (displayed in the All Contacts section on the Contacts tab). This method allows you to create contact groups by selecting individual users, one or more user groups, or a combination of both. Alternatively, follow the instructions in the previous section to individually link existing user groups to use them as contact groups.

  1. Sign in to the Zoom web portal as an admin.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users .
  4. Click Contacts.
  5. Click Add Contact Group.
  6. Enter the following settings:
  7. Click Save.

Edit a contact group's privacy settings

  1. Sign in to the Zoom web portal as an admin.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users .
  4. Click Contacts.
  5. Next to a contact group's name, click the ellipsis icon .
  6. Click Edit to change privacy settings for the group and its members:

Note: For users in multiple contact groups, preference is given to the group that allows users to be visible or searchable. If you belong to a contact group where you are visible to anyone, then you are visible to anyone even if you are also in a contact group with a more restrictive setting. For example, if a user belongs to these two groups with the following privacy settings, the privacy setting in Group A applies.

Contact Group B is only visible to its members, but because the user is also in Contact Group A, they will be visible in Contact Group A on the Contacts tab and be searchable.