Onboarding Checklist
for Admins & Owners
Steps 1. Sign in to the Zoom web portal
Download and install Zoom, activate your account, and start
exploring the Zoom platform.
RESOURCES
Training Course - Accessing Your Zoom Account
Video - Navigating the Zoom Web Portal
Video - Downloading & Updating the Zoom Desktop Client
Video - Downloading, Installing, & Updating Zoom’s Mobile App
Support Article - Zoom Meetings and Webinars comparison by platform
Support Article - Using the Zoom Client
2. Configure account roles for your users
Before adding users, determine what roles your organization
needs as you define access levels for your users.
RESOURCES
Training Course - Understanding and Configuring Zoom Account Roles
Video - Understanding Zoom Account Roles
Video - Customizing and Configuring Zoom Roles
Support Article - Zoom user types & roles
Support Article - Managing the account profile as an admin
Support Article - Using role management
Z O O M O N B OA R D I N G C H E C K L I S T F O R A D M I N S & O W N E R S 1
Steps (cont.) 3. Add users to your account
Add users to your account and organize them into groups.
RESOURCES
Training Course - Managing Account Members and Groups
Video - Adding Users to a Zoom Account
Video - Configuring Groups on a Zoom Account
Support Article - Managing users
Support Article - Managing user groups and settings
4. Customize and configure your Zoom deployment
Configure your account settings to fit the unique needs of your
organization and it’s users.
RESOURCES
Training Course - Choose & Configure Zoom Account Settings
Video - Configure Zoom Account Settings
Video - Account Settings for Zoom Admin
Support Article - Using tiered settings
Support Article - Changing account settings
5. Explore available reports
See what reports are available to monitor how your users are using
Zoom on a daily basis.
RESOURCES
Training Course - Zoom Admin Reports
Video - Zoom Admin Reports
Support Articles - Getting started with Zoom reporting
6. Dial in settings for Zoom Meetings
Determine what features and functionality to enable, disable, or even
lock for your users within Zoom Meetings.
RESOURCES
Training Course - Basic Zoom Meetings Administration
Video - Basic Zoom Meetings Administration
Support Article - Zoom Meetings Support
Support Article - Frequently asked questions for admins
Z O O M O N B OA R D I N G C H E C K L I S T F O R A D M I N S & O W N E R S 2
Steps (cont.) 7. Protect you and your organization’s data
Explore various security measures to protect not just your meetings,
but your organization’s data and privacy as well.
RESOURCES
Training Course - Zoom Security Basics
Video - Zoom Security Basics
Support Article - Changing account security settings
8. Enroll in additional training
Extend your knowledge of the Zoom platform by registering for
additional training courses and learning plans.
RESOURCES
Learning Plan - Zoom User Onboarding
Course Catalog - Zoom Admin Training
Additional Customer Leverage these customer resources to enhance your experience
Resources and ensure you’re up-to-date on all things Zoom.
Zoom Learning Center
Access expert-led tutorials on Zoom products and features.
Zoom “How-To” Videos
Access quick walkthroughs and how-to videos for various Zoom products
and features.
Zoom Community
Learn and network with fellow Zoom customers while sharing your own product
experiences and industry insights.
Zoom Resource Library
Browse our collection of guides, reports, ebooks, videos, and other resources
to help maximize your Zoom experience.
Zoom Blog
Discover new ways to use Zoom services, learn about new products and features,
and hear about exciting company news firsthand.
Zoom App Marketplace
Elevate your Zoom experience with easy-to-deploy app integrations.
Zoom Support
Explore our extensive library of self-help resources, or connect with our
support team directly.
Z O O M O N B OA R D I N G C H E C K L I S T F O R A D M I N S & O W N E R S 3
