Zoom Deployment Guide For Admins

Deployment
Guide for
Administrators
An admin’s guide to deploying Zoom’s
modern video-first platform.
Zoom Video Communications, Inc.

1. Verify System Roles
Each user in a Zoom account automatically has a system role, which can be owner, administrator, or member. To set up
and manage your account, you will need the appropriate system role. The Account Owner is the only role who can initially
designate new Administrators or custom access roles for the account.
Review Role-Based Access Control and verify you have the appropriate system role before proceeding.
2. Attend Administrator Training

It’s important that you understand how to configure and manage your new Zoom account. For guidance, we strongly
recommend attending Zoom Administrator training. This free 60-minute training is hosted by our Zoom Training Team and
covers all of the basics for configuring your new Zoom account. The session is offered live and on-demand to accommodate
any schedule.
Register for Live Training or Watch a Recording
3. Configure Account Settings

Accounts settings allow you to change settings for all users in your account. You can also lock settings on/off to prevent users
from changing them. Please reference Account Settings for guidance on accessing and changing account settings.
Additional Account Configuration Resources:

**Available for Business, Education, or API Plans only.
● Configure Network Firewall or Proxy Server Settings
● Define User Roles
● Define User Groups
● Add Managed Domains (Business, Education, API Plans Only)
● Customize Branding (Business, Education, API Plans Only)
● Zoom Rooms Quick Start Guide

4. Set-up Integrations (optional, but recommended)
Calendar Integrations
If you are using Outlook or Google Calendar, install a calendar add-on or extension to maximize scheduling efficiency for your
users:
Scheduling from the Scheduling from the Scheduling from Scheduling from Scheduling using
Outlook add-in Outlook plugin the Chrome Google the Firefox Google the Gsuite Google
Calendar extension Calendar extension Calendar add-in
Zoom App Marketplace

For information on other integrations that may help streamline your existing workflows, please visit our App Marketplace.
5. Confirm Your License Needs

Basic vs Licensed user roles
Do all of your users need paid Zoom licenses? Learn more about Zoom account types and determine what license types are
most suitable for your various users.
● User Roles
Add-on licenses
Need to upgrade your Capacity or access to additional add-on products? Zoom makes it easy to purchase and assign licenses
from your account.
● Assigning a License
6. Provision Users
Account admins and owners can add and manage users manually from the Zoom web portal, or use the suggestions below to
provision users more efficiently. See Managing Users to get started.
Save Time by Importing Users

Save time provisioning users by adding users in bulk via batch .csv import:
● Batch importing and updating users
● User Management

Provision Users via Single Sign-On
Allows users to access Zoom using their company log-in credentials by configuring Single Sign-On.
● Getting Started with SSO
● Also see: Guidelines for Vanity URL requests
7. Deploy/Install the Zoom Desktop Client

The Zoom Client provides Zoom users the best in-session experience. There are two methods to deploy the Zoom client
across your organization.
Self-Install
Admins can instruct end-users to download and install the Zoom Client online on their own here: https://zoom.us/download
Mass Install Deployment for the Zoom Client

Admins can deploy the Zoom Desktop Client on behalf of end-users through MSI deployment for Windows or Mac, making
the transition more seamless so users can get started more quickly!
● Windows: Mass Installation and Configuration for Windows
● Mac: Mass Deployment with Preconfigured Settings for Mac
Additional Resources:
Starting the Zoom Desktop Client
8. Equip Your Team for Success

Promote Zoom Training
● Live Training Webinars – Zoom Help Center
Provide Zoom User Guides & Resources

● Meeting and Webinar Best Practices
● Zoom Rooms User Guide (If applicable)
● Quick Start Guide for Zoom Phone Users (If applicable)
● Zoom Support Videos
● Zoom Help Center

Clearly Outline Support Process for End-Users
● Establish internal key contacts for Zoom user support
● Refer end-users to our Zoom Help Center
For technical product assistance during any phase of your deployment, please contact your CSM or Zoom Support.

Best Practices for Zoom Administrators
Promote Instant Meetings
Many organizations leverage instant messaging/internal chat tools as another method for real-time internal communication in
a virtual work environment. A good rule of thumb of when to send a message via chat vs an instant (ad-hoc) Zoom meeting:
If the message you need to communicate is complex or will require several minutes to type out, then you are most likely
better off hopping on an instant Zoom meeting. Of course, be mindful of global teams and working hours, but encourage and
promote the use of collaborative instant meetings over complex or long-winded chat conversations.
Meet Now vs Scheduled Meetings
Leverage Recurring Meetings

Zoom allows you to schedule meetings with multiple occurrences so that each occurrence uses the same meeting ID and
settings. You can schedule these meetings in daily, weekly, and monthly increments. The setting is great for scheduling bi-
weekly team meetings, monthly all-hands meetings and weekly 1:1s!
Scheduling Recurring Meetings
Establish Internal Best Practices Around Using Personal Meeting ID

The Personal Meeting Room is ideal for use with people you meet with regularly. However, because it is always accessible
with the same Meeting ID and personal link, it should not be used for back-to-back meetings or for meetings with people
you do not meet with regularly. Think of your Personal Meeting ID as being similar to your personal phone number. Once a
participant has your PMI, they can join it at any time the meeting is in use, unless you lock the meeting or use the Waiting
Room feature to admit participants individually.
Using Personal Meeting ID (PMI)
Monitor Adoption & Usage

Usage Reports
A powerful tool that provides account owners and admins with a variety account, meeting, and webinar statistics to review
how your organization is utilizing Zoom.
Getting started with reports
Dashboard (available for Business, Education or API Plans)

A great tool for administrators to view Zoom information ranging from overall usage to live in-meeting data.
Getting Started with Dashboard


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What are the main steps for administrators to deploy Zoom?

What are the main steps for administrators to deploy Zoom?

What are some optional integrations and configurations administrators can set up?

What are some optional integrations and configurations administrators can set up?

Deployment

Zoom Video Communications, Inc.

2. Attend Administrator Training

Register for Live Training or Watch a Recording

3. Configure Account Settings

Additional Account Configuration Resources:

● Configure Network Firewall or Proxy Server Settings

● Define User Roles

● Define User Groups

● Add Managed Domains (Business, Education, API Plans Only)

● Customize Branding (Business, Education, API Plans Only)

● Zoom Rooms Quick Start Guide

Zoom Video Communications, Inc.

Zoom App Marketplace

5. Confirm Your License Needs

Save Time by Importing Users

● Batch importing and updating users

Zoom Video Communications, Inc.

● Getting Started with SSO

● Also see: Guidelines for Vanity URL requests

7. Deploy/Install the Zoom Desktop Client

Mass Install Deployment for the Zoom Client

● Windows: Mass Installation and Configuration for Windows

● Mac: Mass Deployment with Preconfigured Settings for Mac

8. Equip Your Team for Success

Provide Zoom User Guides & Resources

● Zoom Rooms User Guide (If applicable)

● Quick Start Guide for Zoom Phone Users (If applicable)

● Zoom Support Videos

● Zoom Help Center

Zoom Video Communications, Inc.

● Refer end-users to our Zoom Help Center

Zoom Video Communications, Inc.

Meet Now vs Scheduled Meetings

Leverage Recurring Meetings

Scheduling Recurring Meetings

Establish Internal Best Practices Around Using Personal Meeting ID

Using Personal Meeting ID (PMI)

Monitor Adoption & Usage

Getting started with reports

Dashboard (available for Business, Education or API Plans)

Getting Started with Dashboard

Zoom Video Communications, Inc.

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