Enabling or disabling persistent collaboration on cloud-saved notes

Users can grant persistent access to notes saved to the cloud, both during and outside of meetings. They can choose to share their notes exclusively with users within their organization or include users from outside their organization. Admins have the ability to enable collaboration on notes with external users. Account owners and administrators can enable or disable these options for specific user groups or the entire account.

Requirements for enabling or disabling persistent collaboration on cloud-saved notes

• Administrator privileges on the Zoom web portal

How to enable or disable persistent collaboration on cloud-saved notes

Account

1. Sign in to the Zoom web portal.
2. Click Account Management, then Account Settings.
3. Click the Notes tab.
4. Under the Notes Collaboration section, click the  Allow persistent collaboration on cloud-saved notes toggle to enable or disable the option.
5. If a verification dialog appears, click Enable or Disable to verify the change.
6. Select who can collaborate on cloud-saved notes owned by your account:
   • Only users in the same organization: This option is selected by default. Only users within the same organization can access and collaborate on the shared note.
   •  Users in the same organization and outside your organization: This option allows users outside your organization to collaborate on notes hosted by your organization.
7. (Optional) To prevent all users in your account from changing these settings, click the lock icon , and then click Lock to confirm the setting.

Admins can also control whether users within your organization can collaborate on notes hosted outside of the organization.

•  Allow users in your organization to collaborate on notes outside your organization (out-of-meeting) : This option allows or restricts collaborating on notes hosted/owned by other organizations outside of meetings.

Group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management, then Groups.
3. Click the applicable group name from the list.
4. Click the Notes tab.
5. Under the Notes Collaboration section, click the Allow persistent collaboration on cloud-saved notes toggle to enable or disable this option.
6. If a verification dialog appears, click Enable or Disable to verify the change.
7. Select who can collaborate on cloud-saved notes owned by your account:
   • Only users in the same organization: This option is selected by default. Only users within the same organization can access and collaborate on the shared note.
   •  Users in the same organization and outside your organization: This option allows users outside your organization to collaborate on notes hosted by your organization.
8. (Optional) To prevent all users in the group from changing these settings, click the lock icon , and then click Lock to confirm the setting.

Admins can also control whether users within your organization can collaborate on notes hosted outside of the organization.

•  Allow users in your organization to collaborate on notes outside your organization (out-of-meeting) : This option allows or restricts collaborating on notes hosted/owned by other organizations outside of meetings.