Managing Zoom Events licensing on the web portal

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 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 Events license to a user, the user gets access to Zoom Webinars through the web portal at the capacity of their Zoom Events license. Additionally, account owners and admins can see the Webinar capacity shown along with the Zoom Events license on the user’s profile page.

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

Account owners and admins can also remove the Zoom Events 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 Events licenses and add-ons based on a value being passed using SAML.

Notes:

• The Zoom Events license holder must have a Zoom account and must be a Licensed user.
• If a user already has a high-capacity Zoom Events license, they cannot select a lower-capacity license at this time.
• The Zoom Events license requires a license per hub.
• 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 Events Unlimited license
  • Assign a Zoom Events 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 Events license
  • Transfer the Zoom Events license and hubs to another user
  • Switch a Licensed user to a Basic user

Prerequisites for assigning a Zoom Events license to a user

• Account owner or admin privileges
• Pro, Business, Education, or Enterprise account
• Zoom Events license

How to assign a license to a user

Notes:

• Some users have Zoom Events 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 Events licenses and assets to another user.
• Some users have Webinar licenses with features that are included in Zoom Events licenses. By selecting it and clicking Save, their Webinar licenses will be replaced by Zoom Events 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 Events 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 Events checkbox.
7. Under the Zoom Events checkbox, select from the licenses you have purchased for your account, such as:
   
   • Zoom Sessions Unlimited
   • Zoom Events - 500 attendees
   • Zoom Events - 1000 attendees
   • Zoom Events 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.

The hub owner will receive an email confirmation after they are assigned multiple Zoom Events/Zoom Sessions Unlimited licenses. The email will detail all the new licenses they’ve been assigned.

Assign a Zoom Events 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 Events - Pay Per Attendee checkbox.
7. Under the Zoom Events - Pay Per Attendee checkbox, select from the following options:
   • Zoom Sessions - Pay Per Attendee
   • Zoom Events - Pay Per Attendee
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 Events 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 Events 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 Events license you want to filter by.

How to cancel a user’s Zoom Events 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 Events license checkbox(es).
6. Click Save.
   A confirmation window will appear.
7. In the confirmation window, select one of the actions:
   • Re-assign the Zoom Events licenses and transfer the hub owner to another user.
     Note: This will open a new tab page to complete the related operations.
   • Remove the Zoom Events license and hub assets from this user directly.
     Note: You cannot undo this action.
8. Click Continue.

Transfer the Zoom Events license and hubs to another user

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

Switch a Licensed user to a Basic user

The Zoom Events license holder must be a Licensed user. When you switch a Licensed user to a Basic user, you must either transfer the Zoom Events 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:
   • Re-assign the Zoom Events licenses and transfer the hub owner to another user.
     Note: This will open a new tab page to complete the related operations.
   • Remove the Zoom Events license and hub assets from this user directly.
     Note: You cannot undo this action.
8. Click Continue.