Managing Zoom Contact Center users

Zoom Contact Center admins can assign or remove Zoom Contact Center licenses to existing Zoom users. After adding users, you can change users' settings.

Requirements for managing Zoom Contact Center users

• Account owner or admin privilege; or relevant role/privilege
• Pro, Business, or Education account
• Zoom Contact Center license

How to add a user to Zoom Contact Center

You can add an existing user in the Zoom account to Zoom Contact Center.

Notes:

• If the account has concurrent licensing, a Zoom Contact Center user is counted towards the total concurrent license amount when they are signed in.
• If the account doesn't have concurrent licensing, users added to Zoom Contact Center are counted towards the total license amount.
• To assign up to 1,000 licenses at once, see the article to batch add users.

1. Sign in to the Zoom web portal as an admin or another role with the privilege to edit user settings.
2. In the navigation menu, click Contact Center Management then Users.
3. Click Add User.
4. (Optional) Search for and select a pre-configured user settings template, then apply it to the user. Templates support roles, packages, queues, skills, and other user attributes.
5. If no template is used, configure the user’s settings manually.
   Note: Some settings are only available after you've added the user, and you're changing user settings.
6. Click Save.
   Users will receive an email notification.

How to edit or remove existing Zoom Contact Center users

1. Sign in to the Zoom web portal as an admin or another role with the privilege to edit user settings.
2. In the navigation menu, click Contact Center Management then Users.
3. Use the following options to search or filter users.
   • Search field: Enter email or name to search contact center users.
   • Click the drop-down menus next to the search filed to display users based on packages, queue, user access, teams, add-ons, regions, and roles.
4. Locate a user you want to edit, then select the checkbox to the left of the user name.
5. Click the Edit Settings button at the top of the table to change user settings, or click the Remove button to remove the Zoom Contact Center license from the user.
   Note: To remove several users at once, select the check boxes beside the Name column, then click Remove at the top of the table.