Enabling or disabling Zoom Notes
Enabling the Zoom Notes feature allows users to take notes and collaborate during and outside of meetings. By default, Zoom Notes is enabled for most accounts, but account owners and administrators can enable or disable them for certain users, user groups, or for the entire account.
This article covers:
Prerequisites for enabling or disabling Notes for Zoom as an administrator
- Administrator privileges in the Zoom web portal to enable at account or group level
Note: Zoom Notes may not be available for select verticals and select regional customers.
How to enable or disable In-Meeting Notes
Account
To enable or disable In-meeting Notes for all users in the account:
- Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
- In the navigation menu, click Account Management then Account Settings.
- Click the Notes tab.
- Under In-meeting Notes, click the Enable In-Meeting Notes toggle to enable or disable it.
- If a verification dialog displays, click Enable or Disable to verify the change.
The settings below are enabled by default if Enable In-Meeting Notes is enabled.
- Allow notes to be saved to cloud
Allows users to save notes to the Zoom Cloud. - Allow participants to share note
Allows participants without the host or co-host role to share notes during a meeting.
- (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
Group
To enable or disable In-meeting Notes for a group of users:
- Sign in to the Zoom web portal as an admin with the privilege to edit groups.
- In the navigation menu, click User Management then Groups.
- Click the applicable group name from the list.
- Click the Notes tab.
- Under In-meeting Notes, click the Enable In-Meeting Notes toggle to enable or disable it.
- If a verification dialog displays, click Enable or Disable to verify the change.
Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level. - The settings below are enabled by default if Enable In-Meeting Notes is enabled.
- Allow notes to be saved to cloud
Allows users to save notes to the Zoom Cloud. - Allow participants to share note
Allows participants without the host or co-host role to share notes during a meeting.
- (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.
User
- Sign in to the Zoom web portal as an admin with the privilege to edit groups.
- In the navigation menu, click Settings.
- Click the Notes tab.
- Under In-meeting Notes, click the Enable In-Meeting Notes toggle to enable or disable it.
- If a verification dialog displays, click Enable or Disable to verify the change.
Note: If the option is grayed out, it has been locked at the account or group level and needs to be changed at that level. - The settings below are enabled by default if Enable In-Meeting Notes is enabled.
- Allow notes to be saved to cloud
Allows users to save notes to the Zoom Cloud. - Allow participants to share note
Allows participants without the host or co-host role to share notes during a meeting.
How to enable or disable Out-of-Meeting Notes
Account
To enable or disable Out-of-Meeting Notes for all users in the account:
- Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
- In the navigation menu, click Account Management then Account Settings.
- Click the Notes tab.
- Under Out-of-meeting Notes, click the Enable Out-of-Meeting Notes toggle to enable or disable it.
- If a verification dialog displays, click Enable or Disable to verify the change.
- The settings below are enabled by default if Enable Out-of-Meeting Notes is enabled.
- Allow notes to be saved to cloud
Allows users to save notes to the Zoom Cloud.
- (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
Group
To enable or disable Out-of-Meeting Notes for a group of users:
- Sign in to the Zoom web portal as an admin with the privilege to edit groups.
- In the navigation menu, click User Management then Groups.
- Click the applicable group name from the list.
- Click the Notes tab.
- Under Out-of-meeting Notes, click the Enable Out-of-Meeting Notes toggle to enable or disable it.
- If a verification dialog displays, click Enable or Disable to verify the change.
Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level. - The settings below are enabled by default if Enable Out-of-Meeting Notes is enabled.
- Allow notes to be saved to cloud
Allows users to save notes to the Zoom Cloud.
- (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.
User
- Sign in to the Zoom web portal as an admin with the privilege to edit groups.
- In the navigation menu, click Settings.
- Click the Notes tab.
- Under Out-of-meeting Notes, click the Enable Out-of-Meeting Notes toggle to enable or disable it.
- If a verification dialog displays, click Enable or Disable to verify the change.
Note: If the option is grayed out, it has been locked at the account or group level and needs to be changed at that level. - The settings below are enabled by default if Enable Out-of-Meeting Notes is enabled.
- Allow notes to be saved to cloud
Allows users to save notes to the Zoom Cloud.