SSO Pre-provisioning in Zoom

This post was most recently updated on July 28th, 2022

Overview

Zuoom’s default provisioning method is Just-In-Time (JIT) and Single Sign-On (SSO). As a result, when a user attempts to log in, they will be automatically set up with a Zoom account based on the SAML mappings you have configured. The good news is that if you do not wish to automatically create Zoom accounts and create users via REST API or CSV when a user signs in to Zoom, you can use pre-provisioning instead.

Note:

Your account will send a message to newly created users who do not have an approved domain associated with your account asking them to verify their e-mail address.

Prerequisites

  • SSO configured for Zoom account
  • Permissions for account owners

Enabling Pre-Provisioning for Your Account

  • You will be able to access the Single Sign-On page once you have logged into your Zoom account.
  • From the menu, select Edit.

  • Select Prior to Sign-In to enable the provision of users.

  • Once the changes have been saved, select Save.

Adding Users via REST API

You will be able to access both the SSOCreate API for your account when pre-provisioning is enabled for your account. With the aforementioned API call, users will only be able to sign in via SSO if they are created with this API call. Passwords cannot be created with this API call.

A Personal Vanity URL will be generated for the Licensed user when making an API call to the API server using the user name (no domain) of the email address used for provisioning. If the user name or PMI for your account does not match, the system will generate a random URL/random number for your account.

Find out how to add users via the REST API.

Added Users via CSV

  • To access the Zoom web portal, you will need to sign in.
  • You will find the link for User Management in the navigation panel.
  • Click on Users in the left hand menu.
  • Then you will see the Import option on the right side of the page.

  • To download a CSV that you can fill in, click Download CSV Sample.
    Note: You can also download the sample directly from the website.
  • The file can be opened with a spreadsheet program such as Microsoft Excel.
  • Enter the user’s information according to the CSV format. There are separate columns for each piece of information.
    Note: There are three mandatory columns. Other information can be updated after users are imported.

    • Email (required)
    • First Name (required)
    • Last Name (required)
    • Department
    • Manager
    • User Group
    • IM Group
    • Job Title
    • Location
  • Create a CSV file out of the spreadsheet by using comma-delimited formatting.
  • There are three types of licenses to choose from: Basic, Licensed, and On-Premise. Decide which features you want to apply. Your CSV file must include all user information.
  • Make sure SSO User is checked.

  • Find the file you want to upload by clicking Upload CSV file.
  • Click Open, and then choose the .csv file.
  • Your users list will automatically be updated with the new users.