Handover account to successor

Forum|Forum|2 years ago
December 10, 2023
3 replies
2 views

Hi, I am using a Zoom-Account (payed) as a leader of a group of patients of a neuronal Desease (Restless Legs Syndrome). I'll give up this engagement at the end of 2024 and my successor will continue my work. Because of a reorganization of these groups, she needs a new Mail Address.

My questions:

* I can change the mail address and the (persons) name of my Zoom account, right?

* Will all repeating meetings keep their Zoom-Link, if I do that?

The most sigificant problem:

I have another Basic Account, subscribed by my customer. When I change the picture in one of the two accounts, it changes in both. How can that be? These accounts are not linked among each other, they use different mail-addresses. Only the Name of the person is the same. How can I destroy this "invisible link"?

Thanks for helping me

Ralf

Other

Ray_Harwood

Community Super Champion | Customer

Welcome to the Zoom Community, @rls-bergedorf.

I'll deal with the group leader succession issue for you. Accounts other than personal, individual accounts, require a little extra knowledge to administer, especially when transferring ownership.

In many cases like this, the new leader will have a new email address that is used just for this organization's purpose. If that is the case, see if the person already has a Zoom account for that purpose; if not, have them register for a Basic/free account. Then, from the user account you have (which should be an "owner" of the organizational account), invite them to join your organizational account with their organizational-use email. Once they accept the invitation, transfer the Pro license over to them, make them an Admin, them make them the Owner of the account. Then, decide if you should retain a Basic user account on the Organizational account.

The details of these processes are given in the following Zoom Support articles:

Getting started guide for new users:
https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0061316
Adding users to a paid (organizational) account:
https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0063202
Making the user an admin and transferring ownership:
https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0064127
Deactivating or unlinking an account from the organizational account:
https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0066997

Reach out to me if you need additional guidance or assistance.

R

rls-bergedorfAuthor

Newcomer

The parameters of the change of ownership have changed: The successor will keep the old e-mail address, which is used for the zoom account. This is a function-related e-mail address specifically for this function.

The account which has to be handovered is an individual/personal account. There is no organization linked to this account. The new leader will overtake the same mailadress I used (it's a mail account created for this purpose).

I just have to change the owner of this zoom account (and the owner of the mail account, which is another story).

Answer to the other problem: The two accounts are not linked to one another and not linked to the same organization. One is linked to my customers organization, the other is linked to NO organization.

Ralf

R

rls-bergedorfAuthor

Newcomer

Hey, Ralf, welcome back.

Keeping the same email address makes it relatively easy. Two points:

Once the email is transferred to you, I do recommend coaching the password on the email account to preclude any accidental (or hopefully unlikely, intentional) access to the Email or Zoom account.
The new owner (using the same email address) probably beds to change the payment information on the account.

Hopefully that helps!

Please, could anyone reply to my question from 2024-08-12 08:50 AM? Unlinking the two accounts is very important. I just don't know why the Photo in account #1 changes if I change it in account #2. There is no shared information/organization in both accounts.

Thank you very much.

R

rls-bergedorfAuthor

Newcomer

Sry,

I overlooked the fact that I had already asked this question. Double post, please delete. Thanks and sorry. https://community.zoom.com/t5/Zoom-Meetings/Handover-account-to-successor/m-p/157190/highlight/true#M88678

R

rls-bergedorfAuthor

Newcomer

Sry,

I overlooked the fact that I had already asked this question. Double post, please delete. Thanks and sorry.

https://community.zoom.com/t5/Zoom-Meetings/Handover-account-to-successor/m-p/157190/highlight/true#M88678