Using the Advanced Management add-on
The Advanced Management add-on provides enterprise customers the ability to manage users without a paid Zoom Workplace license on paid Zoom accounts with a set of security, compliance, and analytics features. While advanced management features are already included in Business and Enterprise plans to manage users on those accounts assigned a paid Zoom Workplace license, this add-on provides users on your account who are assigned the Zoom Meetings Basic permission and users who are not assigned any licenses or permissions with the benefit of these security, compliance, and analytics features without the need to upgrade them to a paid license.
Frequently asked questions about the Advanced Management add-on
What is changing with the introduction of the Advanced Management add-on?
Specific security, compliance, and analytics features will no longer be available by default or by contacting Zoom Support to manage users without a paid Zoom Workplace license on paid accounts. Customers can purchase the Advanced Management add-on if they want to apply features such as archiving, data loss prevention, information barriers, and chat etiquette policies to these users on their account.
If your account is in scope for this add-on but you do not purchase it, you will not be able to manage users without a paid Zoom Workplace license on your account with advanced management features, including specific reporting and dashboard data. The data will be blurred out on the report or dashboard.
Why is Zoom making this change?
The Advanced Management add-on allows Zoom customers to benefit from security, compliance, and analytics features without a requirement to upgrade the users on their account without a paid Zoom Workplace license to a paid Zoom Workplace license, providing more flexibility, choice, and added value.
How do I know if my account is impacted by this change?
New customers
Starting May 24, 2024, the Advanced Management add-on is available to new customers purchasing a Zoom Workplace Business or Enterprise plan through a direct quote with Sales. By default, users without a paid Zoom Workplace license on your account cannot be managed with advanced management features unless you purchase the Advanced Management add-on.
Existing customers
Existing customers are not automatically impacted and will retain their advanced management features for users without a paid Zoom Workplace license on their account. Existing customers who have purchased one of the following plans through a direct quote with Sales and change or modify the quantity or type of services at renewal after May 24, 2024, may require the Advanced Management add-on to access the advanced management features.
- Standard Business
- Legacy Enterprise
- Direct Zoom Workplace Business
- Direct Zoom Workplace Business Plus
- Direct Zoom Workplace Enterprise
- Direct Zoom Workplace Enterprise Essentials
- Direct Zoom Workplace Enterprise Plus
- Direct Zoom Workplace Enterprise Premier
- Zoom United Business
- Zoom United Enterprise
Contact your dedicated Account Executive to discuss your options with the Advanced Management add-on.
New and existing customers not impacted
The following accounts and plan types are not impacted by this change:
- Zoom Workplace Pro
- Zoom for Healthcare, Education, or Government plan types
- Customers who purchased an account online
- Customers who purchased an account through a Zoom Channel Partner
- Standalone Zoom Phone, Zoom Contact Center, or Zoom Virtual Agent accounts
- Zoom for India
Which features are covered in the Advanced Management add-on?
The Advanced Management add-on includes several security, compliance, and analytics features. Once you purchase the add-on, the following features will also be available to manage users without a paid Zoom Workplace license on your account.
| Feature | Description |
|---|
| Compliance and policy features |
|---|
| Archiving* | An automated mechanism to capture and archive meeting and breakout room data including voice, video, captions/transcripts, and in-meeting chat messages, and make them available through a secured integration with a third party for compliance and archiving solutions. |
| Information barriers* | Allows admins to control user communication policies and help meet regulatory requirements at scale. You can set up information barriers to prevent certain groups of users with sensitive information from communicating with others who are not supposed to know of this information. |
| Security features |
|---|
| Data loss prevention for in-meeting chat* | Helps admins apply policies designed to detect and block potential data breaches or exfiltration. |
| Chat etiquette | Allows admins to create policies that help prevent users from inadvertently sharing unwanted messages in Zoom Team Chat, in-meeting chat, webinar chat, and webinar Q&A. |
| Follow the user policy | Allows admins to create policies that can restrict certain in-meeting features when a user on the account joins internal and external meetings and webinars. |
| Analytics features |
|---|
Reporting
- Disclaimer
- Attendee log
- Admin activity logs
- Sign in/Sign out
| Access user activity reports to view disclaimers shown to your users, internal and external meetings attended by users on your account, audit admin activities, and view user login activity. |
Dashboards
- Past meetings
- Live meetings
| Access data for current live meetings or past meetings that have been hosted on your account. |
*Note: Archiving, information barriers, and data loss prevention require a third-party API integration established by the customer.
What if I still need users without a paid Zoom Workplace license to be covered by these features?
Contact your dedicated Account Executive to discuss your options with the Advanced Management add-on, which allows users on your account who are assigned the Zoom Meetings Basic permission and users who are not assigned any licenses or permissions to be covered by these features.
How are the advanced management features applied?
Advanced management features are included at no additional cost for customers with the paid services assigned to their Zoom users. For example, advanced management features for Meetings are available to manage users provisioned with paid Meetings services. However, for a customer with paid users only provisioned with Zoom Phone services, such as paid users without paid Zoom Meetings services, advanced management features will only apply for Zoom Phone, but not for Meetings and features that don’t apply to specific products, such as certain reports. If you have users with a paid Zoom Workplace license, you get advanced management capabilities for all services included in your Zoom Workplace license.
Customers will not have access to advanced management features to manage users without a paid Zoom Workplace license. Customers can purchase the Advanced Management add-on to give these users on available accounts access to the features. The Advanced Management add-on is an account-level entitlement that is priced based on the estimated total number of users without a paid Zoom Workplace license in the account. When purchased, your account will get access to advanced management features to manage all applicable users.
What is a user without a paid Zoom Workplace license?
On eligible paid accounts, a user without a paid Zoom Workplace license has one of the following criteria:
- Unassigned from any licenses or permissions and can’t schedule or host meetings.
- Assigned to the Zoom Meetings Basic permission and can schedule and host meetings up to 40 minutes.