Zoom Sub-accounts

[Teffels]

Hi!

I have a few questions regarding sub-accounts.

1. Benefits: are there more benefits to sub-accounts than

• admin of sub-account has admin rights 
• Assign and re-assign available Zoom licenses 
• Customize branding
•  Create a Vanity URL

2. What admin rights does the admin of a sub-account have?

3. Will a vanity URL be created automatically once a sub-account is being created or will the admin of a sub-account still need to apply for a Vanity URL?  Will a vanity URL be created once the email address of the designated admin owner of the sub-account is being entered? 

4. If the admin of a sub-account is assigning a license, do the same instructions apply as described in this article? https://support.zoom.us/hc/en-us/articles/115004976063-Assigning-a-License

Thanks for the help!
Best regards,

Stephanie

[Teffels]

And a follow-up question: is it possible to add an infinite amount of Basic users to a sub-account?

[jeremyjustin]

Hi @Teffels thank you for your questions in the Zoom Community! I will attempt to answer each one in the same formatting you used to keep it simple 😄

1. Benefits

• besides what you mention, the billing for a sub account can be applied to the main account or the sub. If the main account receives the bill, the main account will have something called "bulk licensing" enabled. This allows the main account to hold all the licensing and allocate to any sub account(s) associated. Or, the sub account can have its own billing, separate from the main account, and therefore its own licensing that is not controllable by the main account. 
• further, if Single Sign On is used, there are options for how this can work for users. As you mention, each sub account can have its own vanity URL and this is a prerequisite for configuring Single Sign On (SSO). When a sub account is established, SSO can be configured such that users sign in directly to the sub account. However, let's say your SSO setup requires that people still sign in through the main account's vanity URL. No problem. You can have people sign into the main account and there can be an advanced SAML mapping which will put users into the sub account - automatically. This support article talks more about this, but basically we can take an attribute being passed to Zoom and map the user(s) with said attribute into the proper sub account https://support.zoom.us/hc/en-us/articles/115005081403-Setting-up-advanced-SAML-mapping

2. Admin Rights.

• Owners on the main account can sign into the sub account and manage the account. They have full rights in the main account and sub account. Admins in the main account can be allowed to also manage the sub account, but the do not have that right by default. The "Admin" Role in the Zoom portal needs to have the ability to manage sub accounts checked. Roles can be found in the Zoom portal under "User Management." If the admin role has been configured in the main account to allow admins to manage sub accounts, they will have admin rights in the sub accounts, too. 

3. Vanity URL on the Sub Account

• A Vanity URl is not automatically created when a sub account is created. The Owner/admin on the sub account would need to go into "Account Management" and "Account Profile" to set up the Vanity URL for the sub account, just like you would do for the main account.

4. Assigning Licenses

• Depending on whether Bulk Licensing is enabled on the main account or not, the licenses for the sub account will either
  • exist in the sub account already (bulk licensing is not enabled on the main account and the licenses, once ordered by the customer, have been applied to the sub account directly by Zoom Provisioning team)
  • not exist in the sub account already, and an owner or admin on the main account needs to go to Account Management, Sub Accounts, and apply some of the pool of licenses from the main account to the sub account
• Once this is done, the sub account will have licenses available to assign to users and then the link you posted applies.

If this has answered your question to your satisfaction, please click the "Accept as Solution" button below but if not please reply and we can continue the  discussion. Thank you!

[Teffels]

Hi @jeremyjustin!

Thank you very much for your fast and detailed response. It was very helpful. I do have a couple follow up questions:

1. Billing: thank you for explaining this. Is it possible for a sub-account to have some Zoom licenses be paid for by the main account and some licenses can be paid with own billing? For example: if I want to grant a sub-account a license that I pay for, can the sub-account also pay for an own license that I, the main account owner, don't have? Or can these two types of billing not be combined?

2. Bulk Licensing: it sounds like, if the main account holder is enabling Bulk Licensing, the admin of the sub-account cannot add additional licenses as they please. They will always reach out to the main account admin for getting more licenses, correct? Does this apply to Basic accounts as well?

3. Thanks for explaining the Admin Rights of the main account. What are the admin rights of the sub-account admin? Is there a Help Center link?

Thanks for all the help!

Best regards,

Stephanie

[jeremyjustin · Accepted solution]

Hi Stephanie, no problem, for the follow up questions

1. Unfortunately no, billing is either tied to the main account (what we call bulk licensing) OR it's tied to the sub. We don't have a way to mix at this time. What some companies do if they need to is the main account would provide some mechanism for the sub account to pay for the licenses through them. 

2. You are correct, the main account provisions licenses to the sub, then they show up in the sub account to be distributed . It does not apply to Basic licenses because there is no cost associated with those. 

3. Admins on the sub account will have whatever rights the Admin role has been given.  By default, there are three roles on any Zoom tenant, and this applies to main accounts as well as sub accounts. You have the Owner, Admin, and Member roles. Owner can do anything, Admin can do almost anything but this can be limited by editing the Admin role, and then Member has few privileges. Roles impact what users can do when they sign into the Zoom portal and what they can access, like Dashboard, view only or edit capabilities for settings, can they access reports for the tenant, etc. 

Besides being able to tweak the three existing roles you can also create more roles, and configure the permissions for the role in whatever way you desire. There are no limit to how many roles you can have, but typically fewer is better just for ease of administration. Keep in mind a user can only belong to one role. 

There are also specific roles for Zoom Phone if that has been enabled on your tenant (which we highly recommend since it works so well! 😄) 

More info here on roles https://support.zoom.us/hc/en-us/articles/115001078646-Using-role-management

If this has answered your question to your satisfaction, please click the "Accept as Solution" button below but if not please reply and we can continue the  discussion. Thank you!

[Teffels]

Thank you, @jeremyjustin , for the detailed responses and the quick help! I really appreciate it 🙂

Best regards,

Stephanie