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Transfer Admin Account

NABL
Listener

Hi, 

 

I recently received a promotion and will be in charge of my companies zoom licenses. My boss is currently the admin - how do I transfer her admin account to me?

1 REPLY 1

Ray_Harwood
Community Champion | Customer
Community Champion | Customer

Hi, @NABL –

 

Congratulations on your promotion!


This is something that only an admin or the account owner can do. Your boss should be able to do it. 

Since you’ll be the admin, I suggest reading this Zoom Support article that discusses Role Management in detail. Don’t get overwhelmed – there’s a lot there, but it won’t take long before it becomes second nature to you:

https://support.zoom.us/hc/en-us/articles/115001078646-Using-role-management

 

So here’s the steps you’ll want to give to your boss (make it easy on her by showing your willingness to learn and be helpful!):

  1.  Have your boss logged into their account at Zoom.us.
  2.  On the Admin menu, click User Management, then Roles under that (it might read Role Management in some accounts).
  3. Click the Role Members tab.
  4. Click the Edit button on the Admin line. 
  5. Click the Add+ button, unless your name is  already on the list. 
  6. Start typing your email address – your name and email account will show up – click to select.
  7. Your name should appear in the list.  You’re in!

 Hope that helps you along the way. 


Ray - GoodClix.com / BusinessIsZooming! Podcast / aka "Old Desert Lizard"
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