Managing Zoom Contact Center user settings template

Admins can create and manage templates for contact center user settings, which makes it easy to configure multiple user settings at once. These templates can be used when adding or updating users, either individually or in bulk. When updating, admins can choose which settings to override. Templates include roles, packages, queues, skills, and other user attributes.

Requirements for managing Zoom Contact Center users settings template

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

How to add a user settings template to Zoom Contact Center

1. Sign in to the Zoom web portal as an admin or another role with the privilege to edit account settings.
2. In the navigation menu, click Contact Center Management then Users.
3. Click the Templates tab, then Add Template.
4. Specify the following information:
   • Template name: Enter a display name for your template.
   • Template type: Select Add when adding users to the account or Update when updating existing users in the account.
   • Description (Optional): Enter a description to your template.
5. Click Next.
6. Configure the user’s settings.
   Note: If you select Update, you can select the Override existing settings option to replace the user's current settings with those in the template, rather than adding them to the existing settings. You can also deselect checkboxes to apply only the selected fields when updating users with the template.
7. Click Add.

How to edit or duplicate user settings template

1. Sign in to the Zoom web portal as an admin or another role with the privilege to edit account settings.
2. In the navigation menu, click Contact Center Management then Users.
3. Click the Templates tab.
4. To the right of the user settings template, click the ellipsis icon and select one of the following:
   • Edit: Change the user's settings.
   • Duplicate: Create a copy of the template, which you can then customize without altering the original template.

How to delete or change the user settings template to active or inactive

1. Sign in to the Zoom web portal as an admin or another role with the privilege to edit account settings.
2. In the navigation menu, click Contact Center Management then Users.
3. Click the Templates tab.
4. To the right of the user settings template, click the ellipsis icon and select one of the following:
   • Set as active/inactive: Change the template’s status to either active or inactive. Active templates are available for use, while inactive templates are disabled.
   • Delete: Remove the template from the list.

How to apply a user settings template to a user

1. Sign in to the Zoom web portal as an admin or another role with the privilege to edit account settings.
2. In the navigation menu, click Contact Center Management then Users.
3. Click the Templates tab.
4. To the right of the user settings template, click the ellipsis icon and select Apply to user.
5. Select the user you want to apply the template to. You can search for the user by email or name, and filter the list by team and roles if needed.
6. Click Save.

• Copy user settings to another user: Duplicate the settings from this user and apply them to another user.
• Apply a template to this user: Apply a user settings template directly to this user.