Managing Zoom Sessions licensing

Account owners and admins can easily transfer a Zoom Events or Zoom Sessions license and all hub data from one active user on the account to another user through User Management on the web portal. This allows account owners or admins to assign a Zoom Events or Zoom Sessions license to users responsible for running events, so the users can manage the event space for their own groups.

Once the Zoom account owner or admin assigns a Zoom Sessions license to a user, the user gets access to Zoom Webinars through the web portal at the capacity of their Zoom Sessions license. Additionally, account owners and admins can see the webinar capacity shown along with the Zoom Sessions license on the user’s profile page.

Note: The Pay Per Attendee license type for Zoom Sessions does not give access to Zoom Webinars through the web portal. The licensed Pay Per Attendee Zoom Sessions user can schedule webinars through Zoom Events.

Account owners and admins can also remove the Zoom Sessions license from a user. If there are upcoming events and the account owner or admin removes the license, the events may possibly be deleted if the license and hub data are not transferred to another user.

Account owners and admins can use advanced SAML mapping to designate Zoom Sessions licenses and add-ons based on a value being passed using SAML.

Notes:

• The Zoom Sessions license holder must have a Zoom account and must be a Licensed user.
• Each hub owner must have a paid Zoom Meeting license.
• All hub host data is tied to the hub owner’s Zoom account.

This article covers:

• How to assign a license to a user
  • Assign a Zoom Sessions Unlimited license
  • Assign a Zoom Sessions Pay Per Attendee license
• How to batch edit users
  • Select multiple users’ checkboxes
  • Batch import and edit users through CSV
• How to use Advanced Search
• How to cancel a user’s Zoom Sessions license
  • Transfer the Zoom Sessions license and hubs to another user
  • Switch a Licensed user to a Basic user

Prerequisites for assigning a Zoom Sessions license to a user

• Pro, Business, Education, or Enterprise account
• Licensed user with a Zoom Sessions license
• Account owner or admin privileges

How to assign a license to a user

Notes:

• Some users have Zoom Sessions licenses. If you don’t select it and click Save, their licenses will be removed and they can no longer visit all the relevant assets. You can transfer their Zoom Sessions licenses and assets to another user.
• Some users have Webinar licenses with features that are included in Zoom Sessions licenses. By selecting it and clicking Save, their Webinar licenses will be replaced by Zoom Sessions licenses.
• If the account admin needs to downgrade or upgrade the license(s), they can downgrade/upgrade the specific license(s) of the user and know which hub and events that are associated with the license will be impacted. All license transfers follow the existing process; the assets belonging to the license (hub) will transfer to the next hub owner. Additionally, the events metering is still tied to each hub. 

Assign a Zoom Sessions Unlimited license

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click User Management then Users.
3. Click the Users tab.
4. To the right of a user you want to assign a license, click Edit.
   An Edit User pop-up window will appear.
5. In the pop-up window, in the User Type section, ensure that the user is Licensed.
6. Select the Zoom Sessions checkbox.
7. Under the Zoom Sessions checkbox, select from the licenses you have purchased for your account, such as:
   • Zoom Sessions
   • Zoom Sessions - 500 attendees
   • Zoom Sessions - 1000 attendees
   • Zoom Sessions Unlimited - 2000 attendees
8. (Optional) Under the selected licenses' checkboxes, click the Total Assigned dropdown and select a number of licenses to assign multiple Zoom Events/Zoom Sessions Unlimited licenses to the same user. 
9. Click Save.

Assign a Zoom Sessions Pay Per Attendee license

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click User Management then Users.
3. Click the Users tab.
4. To the right of a user you want to assign a license, click Edit.
   An Edit User pop-up window will appear.
5. In the pop-up window, in the User Type section, ensure that the user is Licensed.
6. Select the Zoom Sessions Pay Per Attendee checkbox.
7. Under the Zoom Sessions Pay Per Attendee checkbox, select the Zoom Sessions - Pay Per Attendee option.
8. Click Save.

How to batch edit users

Select multiple users’ checkboxes

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click User Management then Users.
3. Click the Users tab.
4. Select multiple users’ checkboxes.
5. At the top of the page, by Change, click the License dropdown menu and select Zoom Events.
   A Change License pop-up window will appear.
6. In the pop-up window, select the Zoom Sessions license type option that you want to assign to the selected users.
7. Click Save.

Batch import and edit users through CSV

You can add or update Zoom users by uploading a CSV file. This feature allows you to upload a CSV file to import a group of users. When you select the user type, license(s), and features to apply to all users in the CSV file, ensure that you select the Zoom Sessions license that you want.

Note: You can also add users one at a time with user management.

You can manage users by adding, changing, updating, or deleting user group information when editing users through CSV upload.

How to use Advanced Search

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click User Management then Users.
3. Click the Users tab.
4. At the top of the page, click the Advanced Search dropdown.
5. Click the All Types dropdown menu and select the Zoom Sessions license you want to filter by.

How to cancel a user’s Zoom Sessions license

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click User Management then Users.
3. Click the Users tab.
4. To the right of a user you want to remove a license from, click Edit.
   You can also batch-edit users.
   An Edit User pop-up window will appear.
5. In the pop-up window, deselect the Zoom Sessions license checkbox(es).
6. Click Save.
   A confirmation window will appear.
7. In the confirmation window, select one of the actions:
   • Transfer the Zoom Sessions license and hubs to another user.
   • Remove the Zoom Sessions license and hub assets from this user.
     Note: You cannot undo this action.
8. Click Continue.

Transfer the Zoom Sessions license and hubs to another user

1. Cancel a user’s Zoom Sessions license.
   After selecting to transfer the Zoom Sessions license and hubs to another user, you will be directed to the Transfer Zoom Sessions License and Hubs page.
2. On the transfer page, enter an email address of a user on your organization’s Zoom account that will receive the Zoom Sessions licensing and hub data, then click Transfer.
   Note: If the user already has a Zoom Sessions licensed user, you will need to select a different user to transfer the license and data to.
   The Zoom Sessions license(s) and hub(s) will transfer to the new user.

Switch a Licensed user to a Basic user

The Zoom Sessions license holder must be a Licensed user. When you switch a Licensed user to a Basic user, you must either transfer the Zoom Sessions license and hub data to another user or remove the hub data.

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click User Management then Users.
3. Click the Users tab.
4. To the right of a user you want to manage, click Edit.
   An Edit User pop-up window will appear.
5. In the pop-up window, by User Type, select Basic
6. Click Save.
   A confirmation window will appear.
7. In the confirmation window, select one of the actions:
   • Transfer the Zoom Sessions license and hubs to another user.
   • Remove the Zoom Sessions license and hub assets from this user.
     Note: You cannot undo this action.
8. Click Continue.