Zoom Account profile Setting

This post was most recently updated on July 29th, 2022

You can view the information regarding your basic account information on the Account Profile page.

Depending on the size of your account, you can have an account for your entire company or you can have an account for a single user.

As part of your role and subscription plan, you will also be able to understand and manage account support information, the associated domains, and the account’s vanity URL in addition to other advanced features, such as the Usage Overview that shows you who has made recordings to the cloud and what has been used to record audio, based on the level of your subscription.

To access your account profile, you must meet the following requirements

  • Account Type: Basic (free), Pro (paid), Business, Enterprise, or Education
  • Depending on the feature, additional requirements may be required

How to access the profile of your account

  1. Zoom’s web portal can be accessed by signing in.
  2. Click Account Management in the left-hand navigation bar, then select Profile from the Account Management menu.
    Your User Type will determine what sections you will see for each section:

Owner account profile – Basic (free)

  • Basic Information
    • Account Type:
    • In the Account Type field, you will find the Plan type for this account. In case you do not have a paid plan, you can upgrade.
    • Your Role:
    • Your role will be Owner by default for Basic (Free) accounts and you will not be able to change that role.
    • Meeting Capacity:
    •  You can see here how many meetings you are allowed to hold with your Free account. In order to change this setting, you must upgrade to the paid plan in order to be able to assign and purchase licenses.
    • Terminate my account:
    •  By clicking “Terminate My Account“, you will be able to delete your Zoom account permanently.

Owner account profile – Pro (paid)

  • Basic Information
    • Account Type:
    •  Select the plan type for your account. There are five types available: Pro, Business, Education, Enterprise, and API Partners.
    • Account Name:
    • Change the Account Name by clicking the Edit link. This will appear on the account profile of everyone with access to your account.
    • Account Alias:
    •  To edit your account’s alias, click Edit.
    • Your Role:
    •  When you are the current account owner, you can change your account ownership to another user by clicking Change Owner.
    • Account Number:
    •  A unique number associated with your account.  In order to locate your account more quickly, you can provide this information when contacting Zoom support.
    • Meeting Capacity:
    •  The meeting capacity listed here is the default capacity that is assigned to your paid users based on the login information you provide.  The only way to change this is by purchasing and assigning licenses for large meetings.
  • Account Support Information
    • Additional support instructions:
    • You can enter any additional support instructions that your users should see under Additional Support Instructions.
    • Specify who to contact for support:
    •  If users would like to contact someone for support, click Edit and enter their name and email address.  This contact will receive all messages generated by Zoom instead of the account owner.
  • Registration Pages – Terms of Service and Privacy Policy Links:
  •  Specify links for your Terms of Service and Privacy Policy. All registration pages for meetings, webinars, and recordings will have these links. You can enter a URL beginning with http:// or https:// by clicking Edit, then clicking Save.
    • The links are displayed below the registration form for meetings or webinars that require registration.
    • The privacy notification icon appears when the user hovers over the meeting or webinar link without registering.
  • Associated Domains:
  •  A custom domain used to populate users automatically can be added by an admin or account owner on a Business or Enterprise plan by clicking Add.
  • Vanity URL:
  •  For a customized login page, branding options, and the ability to configure single sign-on, the account owner or admin can request a Vanity URL by clicking Apply or choose from a pre-defined Vanity URL.
  • Communication Content Storage Location:
  •  Communication Content storage location can be managed by the user.
  • Customize data center regions for meeting/webinar data in transit:
  •  Set which regions you would like to have access to the data for in-transit meetings and webinars.
  • Link accounts to an organization:
  •  As an Owner of an account, you can create an organization to provide access to multiple Zoom accounts, and you can link the accounts together.
  • Usage Overview:
  • By accessing the Usage Overview tab related to your account when you are the account owner or admin for a Pro, Business, or Enterprise plan, you will be able to view a snapshot of your account usage in terms of Audio or Cloud Recording Storage.  Learn more about recording reports for audio conferences and cloud recordings.
  • Dashboard:
  •  Account Owners or administrators on a Business or Enterprise plan are able to view account statistics, such as the total number of meetings to the data showing in the Meeting Room in real-time, by clicking the Dashboard link at the top right of their Account Profile page.  Check out Zoom Dashboard to learn more about it.

The account profile for an admin is as follows:

  • Basic Information
    • Account Type:
    •  It is here that you can determine what kind of plan type is attached to the account. Plans are displayed as Pro, Business, Education, Enterprise or API Partner.
    • Account Name:
    •  The account name can be changed by clicking Edit. It will appear in the account profile of all the other members of your account.
    • Account Alias:
    •  You can change the Account Alias by clicking Edit.
    • If you are an account admin, you can set permissions so that only certain pages within your account will be able to be viewed and modified by those with access to your account.
    • Account Number:
    • This is the number associated with your account.  If you would like Zoom support to be able to locate your account quickly, you can provide them with this information when you contact them.
    • Meeting Capacity:
    • There are default meeting capacity settings in the account that are assigned to users who are paying for the service.  The only way you will be able to change this is if you purchase and assign licenses for large meetings.
  • Account Support Information
    • Additional support instructions:
    •  . If you would like to provide your users with additional support instructions, just click the Additional Support Instructions button.
    • The contact information for your users is listed below.
    •  If users need support they can contact an individual or a team within your organization by clicking on Edit, and providing their Name and Email address.  A Zoom account owner will no longer receive messages generated by Zoom. Instead, you will receive email from this contact.
  • Registration Pages – Terms of Service and Privacy Policy Links:
  •  Specify the URLs of the Terms of Service and Privacy Policy links that will accompany your registration. You will find these links on the registration pages of all meetings, webinars, and recordings that are being recorded. Upon clicking Edit, you will need to enter a URL that begins with https:// or http://, and then click Save.
    • If there is registration required for a meeting or webinar, the links to the registration form will be located below the registration form.
    • The Privacy Notification icon can be found when hovering over the meeting or webinar icon for meetings or webinars that do not require registration.
  • Associated Domains:
  •  In order to add a custom domain that will be used to populate users automatically, click Add on an account owner or administrator account on a Business or Enterprise plan.
  • Vanity URL:
  • As an account owner or admin on a Business or Enterprise plan, you have the option to request a vanity URL on our Vanity URL Request page or select a pre-defined vanity URL from the Vanity URL Selection page to set up a customizable login page, branding options, and to take advantage of single sign-on.
  • Customize the region in which meeting/webinar data in transit is stored by using the following methodology:
  •  You can manage which regions in your organization should be able to access the data for in-transit meetings and webinars.
  • Link accounts to an organization:
  •  You have the privilege of changing profile settings in your Zoom account as an Account Administrator, which allows you to link multiple Zoom accounts to your account.
  • Usage Overview:
  •  By logging on to the Usage Overview tab, a user with a Pro, Business or Enterprise account will be able to see an overview of their account’s Audio Usage and Cloud Recording Storage and this information can be viewed by Account Owners and Admins.  You can learn more about the Cloud Recording Reports and Telephone Reports by clicking the link below.
  • Dashboard:
  •   The Dashboard at the top right of your Account Profile page provides you with access to account information including statistics regarding usage and live meeting data when you are an Owner or Administrator of a Business or Enterprise plan.  You can learn more about Zoom Dashboard in The Zoom Design and Charting Guide.

Member account profile

  • Basic Information
    • Account Type:
    •  Upon viewing the site, you can see they have different types of plans associated with the account, and depending on which type you see, you may see Pro, Business, Education, Enterprise, and API Partner plans that are offered.
    • Account Name:
    • Click here to find the name of your account.
    • Account Alias:
    • You can find your alias here that uses the name of your account.
    • A member of the account you are a part of is responsible for knowing the basic information of the account you are a part of.
    • Account Owner:
    • When you are logged in as the account owner, this is the email address you will use to sign in.
    • Account Number:
    •  The account number can be found on the account.  In order to be able to locate your account faster, you can provide this when you contact Zoom support for assistance.
    • Meeting Capacity:
    •  There is a default meeting capacity on each paid account which is the default meeting capacity assigned to a paid user.
    • If you would like to unlink your account, please do so as follows:
    • If you are interested in converting from a user account to an individual account, this feature allows you to remove your existing account.