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.

This article covers

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

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

• Zoom United Plan or Zoom One Business Plan
• Zoom owner or admin privileges
• Business, Education, or Enterprise account with approved Vanity URL
• Okta admin privileges
• 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 Business plans using Okta provisioning (SCIM API)

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.

Custom attribute reference table

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.