Preventing deletion of Zoom Contact Center consumer surveys and reports when the owner is removed

When a Zoom Contact Center (ZCC) consumer survey owner is deactivated or removed from the Zoom account, their associated survey data and reports may become inaccessible in the Analytics Report. However, the surveys may still appear in the Survey Management section. The following issues may arise:


Consumer engagement survey results should remain accessible in both Analytics Reports and Survey Management, even if the original survey owner is deactivated or removed. This ensures continuous reporting access and data visibility for all users. To prevent data loss and ensure reporting continuity, admins must configure data transfer settings before deleting a user. This ensures that survey data is transferred to a designated admin, preserving access and visibility.

Who should implement this:

Requirements for preventing deletion of Zoom Contact Center consumer surveys and reports when the owner is removed

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How to prevent survey data loss before deleting a user

To avoid losing survey data when deleting a user, follow these steps. This applies to both new ZCC implementations and existing customers:

  1. Sign in to the Zoom web portal.
  2. In the left navigation menu, click User Management then Users.
  3. Click the Advanced tab.
  4. Under Delete Deactivated Users, select the Transfer user's data when deleting them checkbox.
  5. Under Select data to transfer, select the All consumer engagement surveys checkbox.
  6. Enter the email address of a Zoom Contact Center account admin who will inherit the survey data.
  7. The admin user can then find the user to delete. Once deleted, the surveys and survey data will automatically transfer to the specified admin.

By enabling this setting, survey data will be transferred to the designated admin when a user is deleted, ensuring no loss of reporting visibility.

Next steps