Zoom Phone account change

SPPS Staff,

We hope this email finds you well.

We are writing to inform you about an important update to our Zoom account settings. We are enabling the Zoom Account Consolidation feature. This change is part of our ongoing effort to improve security, enhance collaboration, and streamline account management across our organization. Our new phone system requires you take action soon.

What is Zoom Account Consolidation?

Zoom Account Consolidation is a feature that automatically groups users with email addresses from the same domain into a single organization account. This enables seamless collaboration by providing access to shared resources, improved user management, and enhanced security protocols.

What Does This Mean for You?

Account Consolidation: If your email address belongs to the domain(s) associated with our organization, your Zoom account will now be part of the SPPS-org Zoom account.
Consistent Features and Policies: You’ll have access to the features, settings, and policies defined for our organization’s Zoom account.
Shared Benefits: This includes benefits like access to organizational contacts, unified settings, and potentially upgraded features that are part of your updated licensing.

What You Need to Do

The change will occur automatically. When the change does take place, if you do not have an existing personal Zoom account, there is no action required. If you do have a personal Zoom account, see below (if you received email from Zoom about your account you need to follow the directions below).

Scenario 1:

Login to your personal Zoom Account

Existing Personal Zoom Accounts: If you have a personal Zoom account registered with your organization’s email, you will be prompted to choose one of the following options:

Consolidate into Account, which will merge your personal account with the organization’s account.
Update Email Address on your personal account to a non-organizational email, such as a Gmail account, or personal email address.

Screenshot below of the options you will see when logging into your personal Zoom account:

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Note: Keep in mind that you will be able to skip this prompt up to 4 times. After you choose “Skip for This Time” 4 times, you will no longer be able to login to your personal Zoom account, until you make a choice.

Option 1: Update Email Address

You will be prompted to change the email address on your personal Zoom account, see below for a screenshot.
After you change your email address, you can continue to use your personal Zoom account, logging in with your updated email. At this point your organizational email is now able to be used for your organization’s Zoom account.

A screenshot of a email addressDescription automatically generated

Option 2: Consolidate into Account:

Free Personal Zoom account
1. If you do not want to maintain your personal Zoom account, you will click “Consolidate into Account”, at which point, your personal Zoom account will be consolidated and merged into your organization’s Zoom account.
2. After the consolidation takes place, you will see a confirmation message, such as below.

A screenshot of a login pageDescription automatically generated

Paid Personal Zoom account
1. If you do not want to maintain your personal Zoom account, you will click “Consolidate into Account”, since it is a paid personal Zoom account you will experience the following:

You will be prompted that you are accepting the invitation to join the account of your organization, the email address of the account owner, and the organization will be shown here, see below:

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It will be explained that you will maintain certain settings, and others not listed, will be removed, at which point you will click Next: Review Account Balance

You will be prompted on how you want to receive your refund, or any unused balance that exists on your personal Zoom account, see below:

A screenshot of a messageDescription automatically generated

More than likely, it will be your personal credit card, or the organization’s credit card, in that case you will choose ‘Send refund to self’, which will send the refund to the credit card on file.

After you choose your refund option, click the checkbox ‘I agree to join the new account and transfer and assign my account information’ and then click “Accept”.

After clicking “Accept”, you will see the confirmation message below, and you will receive an email confirmation message when your account has successfully been merged.

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Scenario 2:

You do not log in to your Personal Zoom Account and choose the options described above

If you have a personal Zoom account, and do not login to that account after the option is enabled, you are slated to have a Zoom Phone license. When we set up your user, you will receive an invitation, see below:

A screenshot of a computerAI-generated content may be incorrect.

Free Personal Zoom account

When you accept the invitation, you will experience the prompts below. Please note, if you want to maintain your paid Personal Zoom Account, please do not accept this invitation, login to your paid Personal Zoom Account directly, and choose the “Update Email Address” option.

A screenshot of a computerAI-generated content may be incorrect.

If you click “I Accept My Account Change”, you will receive the following

A screenshot of a login pageAI-generated content may be incorrect.

Paid Personal Zoom Account

When accepting the invitation, you will experience the prompts below. Please note, if you want to maintain your paid Personal Zoom Account, please do not accept this invitation, login to your paid Personal Zoom Account directly, and choose the “Update Email Address” option.

A screenshot of a computerAI-generated content may be incorrect.

A screenshot of a emailAI-generated content may be incorrect.

After you click “Accept”, you will see the confirmation below, explaining that your account is currently being transferred to [Customer Name] Zoom Tenant.

A screen shot of a computerAI-generated content may be incorrect.

Questions or Concerns?

We’re here to help! If you have any questions about this change or need assistance, feel free to reach out to us at [TSSupport@spps.org] or [https://servicedesk.spps.org].

Thank you for your cooperation and understanding as we make this transition to better serve our organization and its members.