March 2022: New Admin Experience in Zoom App

This post was most recently updated on July 23rd, 2022

In the New Admin Experience, Zoom will consolidate the User Groups as well as the IM Groups into one place and move the Chat Settings (formerly referred to as IM Settings) into the Account Settings. As a result, it is much easier for you to manage your account settings, your groups, and your group settings from one place and more conveniently. There was a time when User Groups were managed separately from IM groups, which should no longer be the case.

Note: As of June 30, 2022, the New Administrator Experience was successfully deployed.

The following topics are covered in this article:

  • Important information before you enable the New Admin Experience
  • What you see when the New Admin Experience is enabled
  • Summary of major changes
    • IM Groups merged with User Groups
    • IM Group Visibility settings moved to Contacts
    • IM Group Privacy settings moved to Contacts
    • Channels moved to Chat Management
    • IM Settings moved to Account Settings
    • New Zoom Chat tab for for user groups
    • Chat History moved to Reports
    • Role Management renamed to Roles
  • Chat settings limitation

Prerequisites for using the New Admin Experience

  • The Zoom account must be a paid account
  • A user with admin privileges or the owner of an account
  • As part of the role management process, you can view and edit the permissions associated with Groups and Contacts

Important information before you enable the New Admin Experience

  • As soon as you enable the New Admin Experience you will not be able to use any SAML mapping rules you have created for IM groups.
  • As soon as your account is switched to the new version, you will no longer be able to revert back to the old experience

What you see when the New Admin Experience is enabled

An in-product tour will be provided to account owners when it is available. We will begin the migration and enablement of the New Admin Experience on all of our customer accounts on June 1, 2022, which will be the first day of the New Admin Experience.

Summary of major changes

As a result of the New Admin Experience being introduced, there are many major changes compared to the old experience that have been introduced.

IM Groups merged with User Groups

There was a merge between the IM Groups page and the User Groups page, and the new Admin experience shows the groups page as Groups.

The name of the group will have a prefix of (Originally IM Groups) appended next to it on the Groups page for your reference, which will show you the former IM Groups. The name of the group can always be updated at any time. It will be copied exactly as it is to the new User Group the Zoom Chat settings from the old IM Group.

Further, if there is exactly the same group name, members, and / or functionality in a Former IM Group as well as a Former User Group, then both of these groups will be merged (to avoid duplication). When you go to the Groups page, you will only see one group listed.

New experience Old experience
User Management > Groups User Management > Group Management

 

Account Management > IM Management > IM Groups

Discover how you can create groups and change the settings of your groups by reading this article.

IM Group Visibility settings moved to Contacts

There are several ways to handle your users and groups visibility in the Contacts pane. In both the desktop client and the mobile app, you can access the Contacts page to manage their visibility.

New experience Old experience
User Management > Contacts Account Management > IM Management > IM Settings tab > Company Contacts and IM Groups

Get a better understanding of how to set your contacts’ visibility.

IM Group Privacy settings moved to Contacts

To determine if a group can be viewed or searched by members only or by anyone, you will need to go to the Contacts page. Furthermore, the Old Admin Experience does not use the previous names for the group privacy settings (Shared Groups, Private Groups, Restricted Groups) since the New Admin Experience does not use those.

New experience Old experience
User Management > Contacts > Group Name > More (…) > Edit Account Management > IM Management > IM Groups tab > (Group Name) > Edit button

Get a better understanding of how to set your contacts’ visibility.

Channels moved to Chat Management

Under Zoom Chat Management, you can find the Channels page.

New experience Old experience
Zoom Chat Management > Channels Account Management > IM Management > Channels tab

Take a look at our channel management page to learn more.

IM Settings moved to Account Settings

The Zoom Chat tab now has an option for IM settings under the Account Settings section.

There will be no change to the configuration of your former IM Settings.

New experience Old experience
Account Management > Account Settings > Zoom Chat tab Account Management > IM Management > IM Settings

Check out the New Admin Experience for more information about chat settings.

New Zoom Chat tab for user groups

In order to make the chat settings at the group level more accessible, a new Zoom Chat tab has been added under the user groups menu.

As part of your Zoom Chat settings, you can also add Zoom Chat settings to any existing User Groups that you have in your account. You will be able to copy the Zoom Chat settings for each existing group of users (that were not formerly the members of an IM group) from the IM settings at the account level. It is important to note that the settings of your existing user groups (meetings, audio conferences, etc.) will be kept the same.

New experience Old experience
User Management > Groups > (Group Name) > (Group Name) > Zoom Chat tab Account Management > IM Management > IM Groups tab > (Group Name) > Advanced Settings

Group conflict management:

In the case that a user is a member of more than one group, the following will apply:

  • It is important to note that Zoom Chat will apply the most restrictive setting when it comes to Zoom Chat settings.
  • Zoom will apply the settings that have been locked to the meeting, telephone, and recording group settings. In case the group is not locked, Zoom will be using the user’s primary group settings if the group is not locked.

Take a look at how group settings can be applied and learn more about them.

Chat History moved to Reports

Under Reports > User Activity Reports, you can find Chat History information that may be of interest to you.

New experience Old experience
Account Management > Reports > User Activity Reports tab > Chat History Account Management > IM Management > Chat History tab

Find out how you can view the history of your chats by reading this article.

Role Management renamed to Roles

A new name has been given to the Role Management page: Roles instead of Roles Management.

New experience Old experience
User Management > Roles User Management > Role Management

Become familiar with the concept of role management by reading this article.

Chat settings limitation

In the User Management > Contacts section, if you enable the List all users under the ‘All Contacts’ setting, the Zoom Chat settings for the group will not be applied to that group.

How do I make the group-Level settings take effect?

  1. Log in to the Zoom web portal by entering your username and password.
  2. Select User Management from the navigation menu, followed by Contacts, from the drop-down menu.
  3. Ensure that the option to list all users under ‘All Contacts’ is not selected.
    Note: Therefore, under the All Contacts section of the Contacts tab, instead of showing a list of all users, the list of contact groups will be displayed instead of the list of all users.

How do I make group-level settings take effect and display all users under Company Contacts?

The Zoom Chat group-level settings must be turned on for both to take effect, as well as the Compact Contacts feature to appear (Listing all users under the ‘All Contacts’ option). Please contact Zoom Support if you need these settings implemented.