Using tiered settings in Zoom App

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

It is possible to manage the configurations that affect meetings, webinars, and audio conferences in a hierarchical manner by using tiers of settings. In order to ensure events taking place across the organization employ the appropriate settings, they can be controlled at the account, group, and user levels, allowing event organizers to enforce settings when necessary, while allowing meetings and webinar organizers to customize other settings.

How to use tiered settings for new accounts

Note:

For those of you who created a Zoom account after August 21, 2021; or who have enabled the New Admin Experience on your account, you will find that the Page for Managing Groups has been renamed to the Page for Managing Groups.

For the first time, you will need to configure your Zoom account by following the steps below:

  1. Ensure that you sign in to the Zoom web portal as an administrator and have the right to make changes.
  2. To access Account Management, click on Account Settings under the navigation bar.
  3. Determine whether the default settings must be modified or if the default values should remain as they are. More information on managing default settings can be found in Managing default settings. Every change you make to a group or user in an account affects the whole account.
  4. You can provide maximum control by clicking the lock icon next to the setting name in order to provide maximum security. By doing this, any group or individual can not change the setting. Details about locking a setting can be found here.
  5. In order to make the lock icon more flexible for individuals and groups, it is advisable to leave it unlocked. There can be different settings for different groups and members of these groups can be locked according to the setting.
  6. The following steps need to be taken if you are using the Group Settings feature in your organization. Determine if any of the groups need different settings from what the account’s default values are.
  7. If you have groups that require different settings, then click the User Management menu item in the navigation menu and then select Group Management.
  8. You will then see a list of all the groups that require different settings.
  9. All the settings that were not locked at the account level should be updated.
  10. In order to make changes at a group level, it is important to understand that every member of that group is impacted by those changes. In the event that a member of your account belongs to multiple groups, each group will have different settings that will apply to their member. The settings for each of the groups will be listed in Managing conflicting settings.

How to use tiered settings for existing accounts

If any settings are changed from a default setting on your account either by you or someone who is a member of your account, they will be preserved in their updated state in the following locations:

  • Settings for your account
  • Group Management
  • User (personal) Settings

This has been revised to make it easier for you to manage the options and to locate them. Details of where each option has been relocated can be found in Migrating to Tiered Settings.

How to manage tiered settings

Managing default settings

The majority of the settings of the application may be toggled individually rather than as a group, with each option having its own toggle. In the event that a setting is enabled at the account level, that setting will be the default setting for all users and groups in the account, unless the setting is disabled by a group or user.

This means, for instance, that Immersive View by default has been disabled. Consider the case where you had enabled this feature previously, but certain accounts in your account disabled it. In case a member of the account has previously disabled this option, then this option will automatically be automatically enabled for all other members. Unless you unlock the setting for those users, the option will remain disabled for them.

Locking settings

In order to lock a setting, your account or group can be selected as the location. It is important to understand that if a security setting is locked at the account level then it cannot be changed at the group or user levels. In order to make sure that members of the group cannot change the setting by themselves, it is possible to lock the setting at the group level.

Let’s say you want to prevent all users in your account from turning off Immersive View, for example. If you allow them to enable it, you will not be able to disable it. Due to the fact that this feature is disabled by default, in order to enable it, please follow the steps below:

  1. If you are an administrator you can edit your account settings by logging into the Zoom web portal as an administrator.
  2. Click on Account Management, then click on Account Settings to be taken to the account settings.
  3. You are now ready to select a meeting.
  4. If you would like to enable Immersive View, select the Immersive View toggle under In Meeting (Advanced).
  5. You will receive an Enable confirmation dialog box if this feature has been enabled.
  6. To confirm that this feature has been enabled, click the lock icon, followed by Lock.
    You will now see an immersive view for all members of your account as well as your group members.

Imagine, however, that you would like to make sure that only the users in the Engineering group can use the Immersive View feature. On the other hand, you’d like to make sure that members of other groups are also provided with the option of turning the feature on or off. In order to do so, follow the steps below.

  1. Sign in to the Zoom web portal as an administrator with the privilege to edit account settings.
  2. In the navigation menu, click Account Management then Account Settings.
  3. Click the Meeting tab.
  4. Under In Meeting (Advanced), click the Immersive View toggle to enable it.
  5. If a verification dialog appears, click Enable to verify the change. The setting will be enabled for all members of your account.
    Note: Do not lock this setting at the account level, since that would prevent any users in your organization from being allowed to disable it.
  6. To do this, select User Management then Group Management from the navigation menu.
  7. Choosing the name of the group is the first step (in this example, the Engineering group is selected), then choosing Meeting as the next step.
  8. It is important you select the Immersive View option under Meetings (Advanced) if you do not already have it selected.
  9. To complete the process, click the lock icon, and then click Lock to confirm the setting.
    The Immersive View option will immediately be grayed out for any member of your account in the Engineering group. They will be unable to turn it off. Those in the group will have the choice of using Immersive View for all meetings and webinars that they participate in.
    It is possible that Members of your account who do not belong to the Engineering group will be able to access Immersive View without being locked. These members will, by default, be able to run meetings and webinars with an Immersive View feature, but they will be able to turn this feature completely off if they choose to.

Managing conflicting settings

The preference is given to the settings that are locked to an individual if they are members of multiple groups. If the preferences of those groups conflict with each other, the preference is given to the locked ones. There are many settings that have been set to be locked in different positions in different groups, which is why the order in which the users have been added to the group determines which setting takes precedence.

Imagine for instance that in an organization there is a club named Contractors, which is later replaced by a club called Engineers. Below is a screenshot of the setting for an employee named John who is both a Contractor and an Engineer at the same time.

On Off Locked On Locked Off
Contractors x
Engineers x
John x

Although John joined the Contractors group first, since the locked settings will take precedence, his setting will not be activated since it is locked.

On Off Locked On Locked Off
Contractors x
Engineers x
John x

There are settings for both groups that are locked in potentially conflicting positions; therefore, John’s setting has been locked on. This is due to the fact that John was added to the Contractor group before the Engineers group was added to John.

On Off Locked On Locked Off
Contractors x
Engineers x
John x

 

On Off Locked On Locked Off
Contractors x
Engineers x
John x

Due to the fact that none of the settings for John are locked, his setting is the same as that of the Contractors, since he was included in the Contractors group before he was included in the Engineers group.

Primary groups

The admin can set for each user a primary group, even if they are in multiple groups. By default, the user will put their settings according to their primary group. On the other hand, if the settings for your account are locked by another group, then those settings will also be locked for your account. This is the default setting which determines which group a user is added to as soon as they are added. Learn about group management and how to set a group as primary.