Managing sharing settings for Zoom Notes

With Zoom Notes, notes can be shared with users within the organization, meeting participants, and even users external to the organization. In addition to sharing, users and administrators can manage the default sharing permissions for Zoom Notes. 

Requirements for managing sharing settings for Zoom Notes

• Administrator privileges on the Zoom web portal

How to manage the default access level when sharing a note

Account

1. Sign in to the Zoom web portal.
2. Click Account Management, then Account Settings.
3. Click the Notes tab.
4. Click Notes Sharing Defaults to navigate to the section.
5. Under Who can access, select the access permissions:
   • Only invited Users: Only users whom the note owner has invited to access the note will be able to view it. 
     Note: Access level permissions can only be configured for individual users.
   • My Company: Users within your account with a link to the note will be able to access it by default. In addition, you can configure the default Access level:
     
     • Viewer: By default, other users on the account will only be able to view your notes.
     • Editor: By default, other users on the account will be able to view and edit your notes.
   • Anyone: Any user with the link to the note can view it. 
     Note: The access level permission will be locked to Viewer.
6. Click Save.

Group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management, then Groups.
3. Click the applicable group name from the list.
4. Click the Notes tab.
5. Click Notes Sharing Defaults to navigate to the section.
6. Under Who can access, select the access permissions:
   • Only invited Users: Only users whom the note owner has invited to access the note will be able to view it. 
     Note: Access level permissions can only be configured for individual users.
   • My Company: Users within your account with a link to the note will be able to access it by default. In addition, you can configure the default Access level:
     
     • Viewer: By default, other users on the account will only be able to view your notes.
     • Editor: By default, other users on the account will be able to view and edit your notes.
   • Anyone: Any user with the link to the note can view it. 
     Note: The access level permission will be locked to Viewer.
7. Click Save.

User

1. Sign in to the Zoom web portal.
2. Click Settings.
3. Click the Notes tab.
4. Click Notes Sharing Defaults to navigate to the section.
5. Under Who can access, select the access permissions:
   • Only invited Users: Only users whom the note owner has invited to access the note will be able to view it. 
     Note: Access level permissions can only be configured for individual users.
   • My Company: Users within your account with a link to the note will be able to access it by default. In addition, you can configure the default Access level:
     
     • Viewer: By default, other users on the account will only be able to view your notes.
     • Editor: By default, other users on the account will be able to view and edit your notes.
   • Anyone: Any user with the link to the note can view it. 
     Note: The access level permission will be locked to Viewer.
6. Click Save.

How to manage the default advanced sharing settings for notes

Account

1. Sign in to the Zoom web portal.
2. Click Account Management, then Account Settings.
3. Click the Notes tab.
4. Click Notes Sharing Defaults to navigate to the section.
5. Under Default advanced sharing settings, enable or disable the following settings:
   • Users can share at or below their permission level: This allows users who have been shared a note to share it with others and assign the same permission level to them, or a lower permission level. 
   • Internal Users can share with external users: Allows internal users who have been shared a note.
   • External users can invite others: This feature enables external users who have been granted access to a note to invite other users to view it. 

Group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management, then Groups.
3. Click the applicable group name from the list.
4. Click the Notes tab.
5. Click Notes Sharing Defaults to navigate to the section.
6. Under Default advanced sharing settings, enable or disable the following settings:
   • Users can share at or below their permission level: This allows users who have been shared a note to share it with others and assign the same permission level to them, or a lower permission level. 
   • Internal Users can share with external users: Allows internal users who have been shared a note.
   • External users can invite others: This feature enables external users who have been granted access to a note to invite other users to view it. 

User

1. Sign in to the Zoom web portal.
2. Click Settings.
3. Click the Notes tab.
4. Click Notes Sharing Defaults to navigate to the section.
5. Under Default advanced sharing settings, enable or disable the following settings:
   • Users can share at or below their permission level: This allows users who have been shared a note to share it with others and assign the same permission level to them, or a lower permission level. 
   • Internal Users can share with external users: Allows internal users who have been shared a note.
   • External users can invite others: This feature enables external users who have been granted access to a note to invite other users to view it.