Adding a New Zoom User

An account owner or admin can add users to their account in several ways. This section describes how to add a single new Zoom User, or multiple users by entering their email addresses.

Important: To successfully enable Zoom PSI user provisioning for a customer who has not previously used Zoom, you must ensure that in the Zoom admin, the settings are adjusted so that users are not required to install the Zoom client before the final provisioning process can be completed.

Prerequisites:

You have a Zoom account, Business or Enterprise.
You are an Account Owner or Admin with a Role for managing Users, Phone System Integration, and Zoom Phone.
You have completed Zoom-CloudLink integration, as described in Integrating Zoom with CloudLink.

Log in to the Zoom web portal.
Navigate to User Management > Users > Add Users.
In the Add Users pop-up window, enter the user’s email address.

To add multiple users with the same settings, enter multiple email addresses separated by commas:

Note:
Email address is the unique cross-platform identifier for provisioning Zoom and CloudLink users. i.e. The CloudLink user and zoom user must have same email address configured in the respective system to integrate.
From the Zoom Workplace drop-down menu, select the available Zoom Workplace licenses to assign, such as Zoom Meetings.
Click Add.

The new user(s) will appear on the Pending tab of the User Management section.

New Zoom users will receive an activation email.

If a user already exists in Zoom, you will be prompted to accept the transfer of their account and be assigned to the new Zoom account owner.

Next Steps

Activate the user(s) account.
Assign licenses to users. Before assigning a license to a phone user, ensure that automatic phone assignment for Zoom One licenses is disabled for your account. For more information, refer to the Assigning Zoom Licenses page.

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