Managing My notes as an administrator

note icon
Users can now create and manage their notes using My notes , which provides an upgraded experience with AI Companion. As Zoom Notes is being deprecated, users should begin transitioning to My Notes to maintain uninterrupted access to note-taking functionality.

Account owners and admins with Notes management permission can view a list of the notes created by users within their organization, as well as manage them.

Requirements for managing My notes as an admin

Table of Contents

How to manage My notes as an admin

  1. Sign in to the Zoom web portal.
  2. Click Account Management, then click Notes Management.
  3. Click the My notes tab. 
  4. Click the More button to the right of a note and choose from the following options:

How to manage My notes Trash as an admin

  1. Sign in to the Zoom web portal.
  2. Click Account Management, then click Notes Management.
  3. Click the My notes tab.
  4. Click the Trash tab.
  5. To the right of a note, click the More button and choose from the following options:
  6. (Optional) In the top right corner, click Delete All to delete all notes in the account.

How to manage Classic notes (Zoom Notes) as an admin

  1. Sign in to the Zoom web portal.
  2. Click Account Management, then click Notes Management.
  3. Click the Classic notes tab. 
  4. Click the More button to the right of a note and choose from the following options:

How to manage Classic notes (Zoom Notes) Trash as an admin

  1. Sign in to the Zoom web portal.
  2. Click Account Management, then click Notes Management.
  3. Click the Classic notes tab.
  4. Click the Trash tab.
  5. To the right of a note, click the More button and choose from the following options:
  6. (Optional) In the top right corner, click Delete All to delete all notes in the account.