Automatic provisioning of Zoom United or Zoom One Licensing with Okta user management requires additional configuration once User Management with Zoom has been set up.

When configuring Okta for the Zoom One Enterprise or Zoom One Enterprise+ plan types, the default Okta configuration does not need to be changed.

The information provided in this article only applies to the following plan types:

• Zoom United
• Zoom One Business Plus (with regional calling plan)
• Zoom One Enterprise Premier (with regional calling plan)
• Zoom One for Education School and Campus Plus (with regional calling plan)
• Zoom One for Education Enterprise Premier (with regional calling plan)
• Zoom One for Education Enterprise Student

 

This article covers

• How to assign Zoom United or Zoom One plans using Okta provisioning (SCIM API)
  • Custom attribute lookup
  • Add custom attributes
  • Assign plan to groups

Prerequisites for assigning Zoom United or Zoom One plans using Okta provisioning (SCIM API)

• Business, Education, or Enterprise account with approved Vanity URL
• Zoom owner or admin privileges
• Okta admin privileges
• Zoom United Plan or Zoom One Plan attributes and values
• Okta User Management with Zoom must be configured
• User(s) must be assigned to the Zoom app in Okta as Licensed

How to assign Zoom United or Zoom One plans using Okta provisioning (SCIM API)

Custom attribute lookup

Refer to the Developer documentation for SCIM2 (automated provisioning) for the following:

• External Name
• External Namespace
• Enumerated list of values to enter

Add custom attributes

1. In Okta Console left navigation panel, go to Applications.
2. Click the name of your Zoom app.
3. Click the Provisioning tab.
4. Clear the Create Users, Update User Attributes, and Deactivate Users checkboxes.
   Note: This is to ensure that Okta does not attempt to sync while making changes to the Zoom profile.
5. Click Go to Profile Editor then Add Attribute.
6. Configure the fields depending on your current plan by referring to the custom attribute reference table below.
7. Click Save.
8. Go back to Applications.
9. Click the name of your Zoom app.
10. Click the Provisioning tab.
11. Select the Create Users, Update User Attributes, and Deactivate Users checkboxes.
    The table below is provided as a reference on how to enter these values.
    

    Field	Attributes
    Data Type	String
    Display Name	Zoom United Plan
    Variable Name	zoomUnited
    External Name	zoomUnited
    External Namespace	urn:ietf:params:scim:schemas:extension:zoom:1.0:User
    Description	Zoom United Plan assignment
    Enum	Define enumerated list of values
    Display Name (Attribute Members)	Depends on your current plan Refer to the table below once you have confirmed your current plan.
    Value (Attribute Members)	Depends on your current plan Refer to the table below once you have confirmed your current plan.
    Attribute Length	Leave Blank
    Attribute Required	Optional
    Scope	Note: It is recommended to disable the User personal check box so admins can assign this attribute based on Okta groups and only select it if a source attribute has been created as the plan for each user.

Assign plan to groups

Once you have added the customer attribute, you can proceed with assigning this attribute based on Okta groups.
Note: User(s) must be assigned to the Zoom app in Okta as Licensed.

1. In Okta Console, go to Applications.
2. Click the name of your Zoom app.
3. Click the Assignments tab.
4. Click Assign then Assign to Groups.
5. In the Assign to Groups window, search for the appropriate group then click Assign.
6. Select the plan you wish to assign then click Save and Go Back.
7. Click Done.
8. (Optional) Sign in to the Zoom web portal and verify that the plan was assigned accordingly under User Management. If you are an account owner or a user with the user activities reports role, you can also check the Admin Activity Logs.