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.

This article covers:

Prerequisites for managing Zoom Contact Center users settings template

How to add a user settings template to Zoom Contact Center

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Contact Center Management then Users.
  3. Click the Templates tab, then Add Template.
  4. Specify the following information:
  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.
  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:

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

  1. Sign in to the Zoom web portal.
  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:

Alternatively, you can select the checkboxes to the left of the user settings template name and select Select as active/inactive or Delete to apply these actions in bulk.

How to apply a user settings template to a user

  1. Sign in to the Zoom web portal.
  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.

Alternatively, you can go to the Users page, click the ellipsis icon to the right of the user name and select one of the following: