Managing a test environment of your Zoom account

A customer test account is a separate account where Zoom account owners and admins can change their account’s configuration items without impacting production users, settings, or behavior. You can use the test account for testing change management tasks including new feature enablement and configurations. You can then manually recreate any configurations created in the test account to your production account.

This article covers:

• How to set up and manage a customer test account
  • Create the test account owner role
    • Resend the activation email
  • Add users to the test account
  • Manually sync current account plans to your test account
• Frequently asked questions about customer test accounts

Requirements for setting up a test account

• Service ordered through your Account Executive, who can also provide you with eligibility information
• Account owner privileges to set up the test account login
• Test account login must use a new, unique email address that’s not already associated with Zoom
  Note: If you are using associated domains, the email addresses for your test account must have a different domain than your existing production account.
• Only products enabled for Free Trial licensing may be applied to customer test accounts

How to set up and manage a customer test account

After your Zoom account is provisioned for a customer test account by your Account Executive, the account owner will receive an email confirmation to complete the test account setup. The activation email is time-sensitive, so you may need to choose to resend the activation email to complete the setup if the original link expired.

Once complete, an automatic sync occurs from your production account to your test account, with up to 10% of licenses.

Create the test account owner role

As the account owner, follow the instructions in the activation email to create a customer test account. When signing up for the test account, you must use a new, unique email address that’s not already associated with Zoom. This email address will have the account owner role in the test account. After completing the signup process, you will be directed to the test account in the Zoom web portal.

Any time you’re signed in to the test account, a banner will appear at the top of the web portal indicating that you’re in a test account.

Resend the activation email

If you don't complete the set up from the activation email in time, the link will expire. To resend the activation email:

1. Sign in to your production account on the Zoom web portal as the account owner.
2. In the navigation menu, click Account Management then Account Profile.
3. Click the Test Account tab.
4. Click Resend Email.
   As the account owner, you will receive the activation email to complete the test account setup.

Add users to the test account

After creating the account owner role in the test account, you can add users to the account so that admins can help test account features and configurations. The test and production accounts are separate instances. No user credentials from the production account will allow access to the test account and vice versa. You must provision all admins and users independently on each account with unique email addresses.

1. Sign in to your test account on the Zoom web portal as the account owner.
2. In the navigation menu, click User Management then Users.
3. Click Add Users.
4. Add users as needed with unique email addresses to associate to the test account and assign them proper roles.

Learn more about managing users and roles in the Zoom web portal.

Manually sync current account plans to your test account

After creating the test account login credentials, your production account will automatically sync all subscriptions, with up to 10% of licenses on the paid account. If you upgrade your account or add to your production account, you can perform a manual sync from your production account to your test account.

1. Sign in to your production account on the Zoom web portal as an account owner or admin.
2. In the navigation menu, click Account Management then Account Profile.
3. Click the Test Account tab.
4. Click Sync current plans to test account.
   A confirmation will appear when the sync is successful.

Frequently asked questions about customer test accounts

How do I request a customer test account?

Contact your Account Executive for eligibility details and to request this service.

What’s the difference between a customer test account and a free trial?

Free trials are created for new customers to test Zoom overall before making a purchase commitment. After purchasing, the free trial account is converted to a live production account. The customer test account is provided for testing and change management for the duration of the customer’s contract.

What’s included in my customer test account?

Customer test accounts include 10%* of the production license quantity and are a copy of a production account’s base licensing configuration. The test account configuration items will be a default build and will not be copied over from your production account.

*Minimum quantity is 1. For example, if your production account has 3 CRC licenses, you will have 1 on the test account.

We’re already using a sub-account for testing, do we need to switch to a customer test account?

No, you may continue using your sub-account for testing purposes.

We have a test account under a separate email already, do we need to switch?

Not today. As we continue to add features to the customer test account, we will be sunsetting other account types used for testing and providing a plan for existing accounts. If your existing test account is inactive, then it is a good time to request a customer test account and cancel the existing account.

I’ve ordered a new customer test account, how do I set it up and sign in?

Learn how to set up your test account.

How do I test new features if licenses for those features are not part of my production account?

Contact your Account Executive to add free trial licenses to your test account.

I’ve added licenses to my production account, but they are not showing up in my customer test account. How can I resolve this?

If you upgrade your account or add to your production account, you can perform a manual sync from your production account to your test account. If the sync fails, submit a request to Zoom Support to assist you with a test account sync.

Can I move users from my production account to my test account?

No, all users on your test account should be new and provisioned with a unique email address and a distinct domain (or subdomain).

Note: If you are using associated domains, an email address domain can only be associated with a single user account. Test user email addresses for your test account must have a different domain (or sub-domain) than your existing production account. For example, user@test.domain.com.

I’ve lost the password or login credentials to my customer test account. How can I resolve this?

If you forgot your password, you can reset your password on Zoom. If you don’t know the email address, the owner of your account can view it in the test Account Profile on the Zoom web portal.

How do I sign in to the Zoom app using my test account?

Learn how to sign in to a different account.