Managing Zoom sub accounts

A sub account setup consists of separate accounts and agreements that a master account can easily manage. This requires multiple signed contracts and an owner for each sub account.

Using a sub account allows you to implement unique security standards within your organization (HIPAA/ BAA), as well as separate account ownership, billing, and branding. It also allows you to easily manage your subsidiary/sister companies under one umbrella and individually configure and manage integrations separately (LTI, Rest API, Zoom Rooms).

A sub account is mostly used in, but not limited to, the following industries:

• Education
• Finance
• Technology
• Healthcare

Requirements for managing a sub account

• Must have a master account
• Account owner or admin with privilege to manage sub accounts

How to create a sub account

If you are a new customer and want to sign up for Zoom and enable sub accounts, contact Sales. If you are an existing Zoom customer and want to enable sub accounts, talk to your Account Executive.

Note: Once sub accounts are enabled on the master account, only the owner can add/edit accounts unless you customize their Role; and give the admin role access to View/Edit sub accounts.

1. Sign in to the Zoom web portal.
2. In the navigation menu, do one of the following:
   • If you're a partner, click Customer Management then Customer List.
   • If you're a customer, click Sub Account Management then Sub Account List.
3. Click Add.
4. Enter the required details in creating an account.
   Notes:
   
   • The Account ID created here will have the ownership right of the account.
   • The sub account owner must be a brand new Zoom user that does not belong to any existing Zoom account.
5. Click Create and Continue.
6. Select a plan for your sub account then proceed to Payment.
   Note: Licenses can be assigned right away or can be skipped, if owner or admin would like to create multiple sub accounts first.

How to edit current plan

You can easily view your existing plans and make changes as needed.

1. Sign in to the Zoom web portal as the account owner or admin with privilege to manage sub accounts.
2. In the navigation menu, do one of the following:
   • If you're a partner, click Customer Management then Customer List.
   • If you're a customer, click Sub Account Management then Sub Account List.
3. Click a sub account, then click the Current Plans tab.
4. (Optional) Click Add/Edit to update desired quantity then click Update.
   You may also choose your preferred add-ons.
   Note: For some add-ons, you may need to contact Sales.
5. Click Upgrade plan to save the changes.

How to assign licenses from master account to sub account

Note: The following steps only apply to bulk licensing-enabled accounts. Contact your Account Executive for more details.

1. Sign in to the Zoom web portal as the account owner or admin with privilege to manage sub accounts.
2. In the navigation menu, do one of the following:
   • If you're a partner, click Customer Management then Customer List.
   • If you're a customer, click Sub Account Management then Sub Account List.
3. To the right of the sub account you want to modify, click View Plan.
4. To the right of the plan details, click Add/Edit.
5. On the subscription that you wish to change, click and change the value of Assign Licenses To This Account to your preferred quantity.
   From this page, you can also see the following columns:
   • Total Licenses Purchased: This is the total number of licenses purchased by the master account which can be assigned to the master or any sub accounts under the umbrella.
   • Unassigned Licenses: This is the number of licenses that are not currently assigned to users in the master account and are available to be assigned to sub accounts.
   • Assign Licenses To Users In This Account: These are licenses currently assigned to users in that sub account.
6. Click Save.

How to disassociate a sub account

1. Sign in to the Zoom web portal as the account owner or admin with privilege to manage sub accounts.
2. In the navigation menu, do one of the following:
   • If you're a partner, click Customer Management then Customer List.
   • If you're a customer, click Sub Account Management then Sub Account List.
3. To the right of the sub account you want to disassociate, click Disassociate.