Purchasing a business account gives your organization’s users access to more features and licenses. If you have not yet invited users to join your account, some users in your organization may be using Zoom with individual user accounts. If you want to give these users the benefits of a business account, you need to invite them to your organization’s master account. Individual users with paid accounts will receive a refund for the remaining time of their subscription if they accept the invitation.

In this article:

• How to add users on the web
• How Pro users accept invitations
• Best practices for inviting users

Precondition

• Administrator or owner access to zoom.us
• Business account

 

Procedure

How to add users on the web in Zoom

1. Go to zoom.us and sign in.
2. Click [ User Management ], and then click [ Users].

• Click [ Add User ] .

• Enter the user details, [ add ] and click.
• You will receive an email inviting you to join your account.
• [ User Management ] page [ pending ] When you click the section, you can view the acceptance status of the invitation.

• For more information about adding users, see User Management.

 

How Pro users accept invitations

• Each Pro user invited to the account will receive an email similar to the following:

• The user accepts the invitation by clicking on the hyperlink or pasting it into the browser.
• Users will see a page where they can adjust their refund details, such as:

• After completing the above steps, the user can go to zoom.us and sign in as before. The user is now a member of the organization’s account.

 

Best practices for inviting users

1. 1. If you need a quick start guide to this process, you can download it below.
      Adding Pro Users to Business Account.pdf  ( 300KB )

 

1. Zoom recommends that individual owners/administrators contact individual users before sending an invitation so they can know what is expected and why they receive the email. You.
2. If you invite individual Pro users to join your account as basic users, be aware that these users will lose access to features if they agree. If necessary, basic users can be assigned a Pro license later.
3. You can also add users to SSO (single sign-on) and managed domains. Click each link for more information.

For more information about this article, see Adding Existing Pro Users to a Business Account　.

 

Download this PDF for more info