Manage account

New

Use Platform Studio to discover, purchase, build with, and manage Build Platform products. Create projects, get credentials, start a free trial, purchase a plan, and monitor usage.

Create or update account

You can create a new account or update your existing account through Platform Studio or directly from the Developer pricing page.

Access your profile

Click your user icon at the top right of Platform Studio to access your Zoom account personal profile, see your plans and billing page, get help from Zoom Support or the Zoom Community, sign out, or download the Zoom app.

There are also some helpful links in the Account section of the sidebar:

Legacy Build platform portal

Note

Platform Studio is a new portal where you will be able to manage all of your Build platform products. But some settings are still located in the legacy Build platform portal.

Open your Zoom Workplace profile and follow these steps to open the legacy Build platform portal. The steps are different depending on whether you're using the new Zoom web experience or not. You should see a toggle switch to the left of your profile picture that says Try new experience. Choose the tab for the steps whether you've turned this on or off. If you have a legacy Build account, you may already see your Build platform profile, in which case, skip these steps.

If you're using the old web portal experience (Try new experience toggle off)

  1. In the sidebar menu in your profile, click Advanced.
  2. Select Zoom Build Platform. You'll see a table of Zoom Build Platform accounts that you can manage.

If you're using the new web portal experience (Try new experience toggle on)

  1. Click your profile picture, then Admin Center.

  2. Click Delegated accounts

  3. Find the account you want to manage and click Manage account. The browser window will log into a virtual account to manage your selected account/project. Click Back to main account to return to your main Zoom Workplace account when you are done.

Sidebar links

You'll see a sidebar with the following options. Links go to documentation.

The rest of this page goes over how to update your Build account settings using the legacy Build platform portal.

Account Profile: Basic information

  • Account Type - The plan type associated with the account.
  • Account Name - Your account name. Click Edit to change it.
  • Account Alias - Your account alias. Click Edit to add or change it.
  • Your Role - For example, Owner or Admin. As an account Admin, you will have set permissions to view and edit a subset of pages belonging to the account. See roles for more.
  • Account Number - Your account number. You can provide this when contacting Zoom support for assistance, as it will help to quickly locate your account.
  • Session Capacity - The default session capacity assigned to your account. By default a paid user in your account can host unlimited minutes with up to 1000 participants. Contact Sales to make changes.

Update general account settings

To update general account settings, such as content storage locations and data center regions for data in transit in your account settings, follow these steps.

  1. Sign in to your Build account web portal.
  2. In the navigation menu, click Account Settings, then the General tab.
  3. View or edit the following sections.

Communications Content Storage Location

  • Recordings: Choose where to store Video SDK recording content. Choose from one of the following regions: Australia, Brazil, Canada, Germany, Japan, Singapore, Mexico_, Switzerland_, United States. This is similar to how Zoom accounts store content (see Managing Communications Content storage location for details). (*Account data and Operation data will continue to be stored in the US.)

  • Live transcript location: Select the country or region where servers will generate and process live transcriptions for your sessions. Choose from one of the following regions: Australia, Canada, Germany, United States. This is similar to how Zoom accounts generate and process live transcriptions for meetings (see Managing Communications Content storage location for details).

  • Bring Your Own Storage: Select the configured Amazon S3 bucket storage location where to store Video SDK recording contents. (see Bring your own storage for details).

Data Configuration

  • Customize data center regions for session data in transit. Zoom uses data center regions to determine where to route realtime media traffic (the user's real-time session video, audio, and shared content). By default Zoom connects to the closest, fastest data center of the user. You can also restrict routing to certain data center regions at the account or user level.
  • Customize data center region for CRC call-out. Set the Conference Room Connector (CRC) gateway region for H.323/SIP call-out from sessions. Toggle this feature on to enable, or off to disable. When you toggle, you'll see a modal window to confirm to enable or disable.
    • Enable "Customize data center region for CRC call-out."
      • Toggle the setting on.
      • Click Enable in the modal window.
      • This setting will be turned on for all groups and users. Any settings that were previously changed for specific groups or users will be kept as is.
      • Under Use Preferred CRC Gateway, choose a region from the drop-down list.
    • Disable "Customize data center region for CRC call-out."
      • Toggle the setting off.
      • Click Disable in the modal window.
      • This setting will be turned off for all groups and users. Any settings were been previously changed for specific groups or users will be kept as is.

Update session settings

To update settings for session security and in-session options, follow these steps. These settings are not applicable to the Cobrowse SDK.

  1. Sign in to your Build account web portal.
  2. In the navigation menu, click Account Settings, then the Sessions tab.
  3. View or edit the following sections.

Security

Approve or block entry for users from specific countries/regions: Determine whether users from specific regions or countries can join sessions on your account by adding them to your Approved List or Blocked List. Blocking regions may limit options for participants joining from those regions.

In Session (Advanced)

Choose the following Video SDK settings.

  • Peer to Peer connection while only 2 people in a session - Allow users to directly connect to one another in a 2-person session. Optionally choose a range of listening ports. This operates in a similar manner as on Zoom accounts (see Enabling Peer-to-peer connection for 2 people in a meeting for details).
  • DSCP marking - Determine classification for network traffic. Enable Differentiated Services Code Point (DSCP) marking for signaling and media packets. Default is 56 for audio, 40 for video, and 40 for signaling.
  • Subsession - Allow the host to split session users into separate, smaller sessions. This operates similarly to meeting breakout rooms for Zoom accounts.
  • Send files via in-session chat - Hosts and participants can send files through the in-session chat. Select to only allow specified file types and a maximum file size.
  • Increase session capacity to up to 5,000 participants - Similar to the large meeting license capability, enable this option to increase session capacity. This setting will be ON for all groups and users. Settings that had been previously changed for groups or users will be kept as is.

Admin options

  • Meeting quality scores and network alerts on Dashboard - Not used by Build accounts.

Update Cobrowse SDK session settings

To update Cobrowse SDK settings, follow these steps.

  1. Sign in to your Build account web portal.
  2. In the navigation menu, click Account Settings, then the Cobrowse tab.
  3. View or edit the following sections.

Zoom Contact Center includes cobrowsing features, documented in Configuring Zoom Cobrowse on Zoom Support. For developer implementation details, see the Cobrowse SDK documentation.

Mask Data in Cobrowse

Set the input fields requiring masking sensitive data during a Cobrowse session. Users cannot see masked data, nor does Cobrowse transmit masked data. Select to mask all data fields or mask selected fields by CSS selectors or HTML attributes.

Remote assist

Allow agents to use remote assist to help customers. You can control what operations can be set to be carried out remotely.

  • Scroll page - Select the checkbox to allow the agent to scroll the page. Clear the check box to disallow.
  • Required user's consent - Select Required to require the user to consent to remote assist or select Not required to not require their consent.

Multi-tab session persistence

Enable agents to continue the current Cobrowse session to the new tab when customers open new browser tabs within the same web app domain.

Link accounts to an organization

Link multiple accounts together within an organization. All accounts under the same organization will be able to join the Cobrowse sessions with each other.

  • Create new organization - Click and enter an organization name and the email of the account owner.
  • Link to existing organization - Click and enter an existing account owner.

Customize audio conferencing

To enable dial-in and dial-out features over PSTN (Public Switched Telephone Network), you must have an audio conferencing license. Once you have the license, you can follow these steps to enable the Call Me and Invite by Phone features in your account.

  1. Sign in to your Build account web portal.
  2. In the navigation menu, click Account Settings, then select the Audio Conferencing tab.
  3. Review and configure the following options.

Audio conferencing options

  • Toll Call - Include the selected numbers in the Zoom app and the email invitation via the international numbers link. Participants can dial into the meeting with these numbers. Zoom recommends you to choose sufficient numbers in the list to make sure all users in your account and their meeting participants can dial into meetings based on their location.
  • Use dedicated phone numbers to dial in to meetings - These phone numbers can only be used for your account meetings. Users can call these numbers to join your meetings. The numbers listed here are currently available. After selecting numbers, your account will use them exclusively. You can select up to 20 numbers.
  • Call Me and Invite by Phone - Enable this option to allow users to join audio via phone and for hosts to invite participants by sharing a phone number.
  • Call Out Countries/Regions - Users can call out to the specified countries/regions.
  • Choose where most of the participants call into or call from the meeting - Select the region from which most calls will originate to optimize call quality.
  • Global Dial-in Countries/Regions - Click the Edit icon to choose countries/regions that frequently have participants who need to dial into meetings. The dial-in phone numbers of these locations appear in the email invitation, and can be used by participants dialing in from those locations.
  • Telephone welcome message - People who dialed in by phone will hear your uploaded welcome message. Supports the following audio file formats: .wav (8k, mono, ULAW, or ALAW). Upload a .wav file to serve as a welcome message for participants who dial into the session by phone. If you're using the Video SDK API, set invite_options require_greeting to true in Use in-session events controls.

Note: Users can press *6 to mute or unmute their audio.

H.323/SIP conferencing

Video SDK customers can use Cloud Room Connector (CRC) dial-in for Video SDK sessions. To customize the experience for H.323/SIP participants, you can configure the welcome message.

  1. Sign in to your Build account web portal.
  2. In the navigation menu, click Account Settings, then select the H.323/SIP Conferencing tab.
  3. Review and configure the welcome message.

H.323/SIP conferencing options

  • H.323/SIP welcome message - Upload a .wav file to serve as a welcome message for participants who dial into the session by H.323/SIP. Supported audio file format: .wav (PCM, 8-bit, mono, 8kHz, μ-law or a-law) up to 10 seconds (~80KB size).

Create subaccounts

If you have a Build primary account, you can set up Build account subaccounts. Subaccounts allow a Build account owner, admin, or user with the subaccounts permission to easily switch between different Build account environments. Follow these steps to create subaccounts.

  1. Contact Sales or your Account Executive to enable subaccounts for your Build account. See Managing Zoom sub accounts for details.
  2. Once enabled, you'll see a Sub Account Management option in the Web portal sidebar.
  3. Click Sub Account List and Add.
  4. Enter information, select a plan, and add payment details.

Manage subaccounts

Click the following options to manage your subaccounts.

  • Admin Dashboard - Shows the total subaccounts, hosts, seats, and room connector ports and enables you to set a contact email address for all subaccounts.
  • Sub Account List - lists the subaccounts and details.
    • Add or Export the subaccounts.
    • Search by subaccount name, owner email, or subaccount number.
    • The list of subaccounts shows the account name, owner, account number, who pays for the account (you, the owner of the main account, or the subaccount owner), account type, RPS status (Approved, etc.), seats, service effective date, next invoice date, and creation time.
    • Click View Plan to see more details about the plan type.
  • Click Invoice History to review the invoices and Report to create usage reports.

Primary accounts can use APIs to programmatically manage activities for subaccounts in their organization if both the owner of the primary account and the owner of the subaccount agree. Work with your Zoom account representative to enable this access for the primary account and each subaccount. See Access or modify subaccount data for details.

These options operate similarly to those for Zoom Accounts. For details, see Managing Zoom subaccounts. Additionally, for Video SDK, see Manage plans: Video SDK account plans.

Manage accounts

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Platform Studio offers many of these options. Choose a project from the dropdown (this is the same as an account) and click Project Settings to manage collaborators and roles.

Accounts are called projects in Platform Studio. They function the same and are being renamed to better describe how you can use them.

On the Zoom Build Platform page in your Workplace account, you'll see a table of Zoom Build Platform accounts that you can manage.

Table of accounts

The table includes the following fields:

  • Account Name - The account available for you to manage.
  • Plan Type - The account billing plan type.
  • Usage - The account usage.
  • Invited admin - The number of administrators who can manage this account.
  • Status - The status of the account.

Account options

In the options menu (the ellipsis next to the Manage account button), click:

  • Invite admin to invite a user in your account to also manage this account. Choose the user or users to manage this account. Type a name to search.
  • Manage roles to update role settings or add new roles.
  • Change name to change the name of the account (also known as a project).

Troubleshooting Platform Studio missing projects

If you have multiple accounts/projects and you manage one from the legacy Build platform account page, when you switch to Platform Studio, you will only see that account in the project list. This happens because you're still logged into a virtual account session in the legacy Build platform.

To resolve this, do one of the following:

  • If the legacy Build platform account page is still open, click Back to main account, then refresh Platform Studio.
  • Log out of Platform Studio and log back in.