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Upgrade Your Zoom Account:

Change Your Plan

1. Click on Upgrade in the User Type field on your profile next to your current subscription status.
   You will be redirected to the Current Plans tab inside Billing. 
   
   
2. Click on Upgrade Account.
   
   
   
   You will be redirected to the Plans & Pricing page.
   
   
3. Choose one of the recommended plans by clicking Buy Now.
   
   
   1. Select Pro if you plan to configure 9 virtual rooms or less;
   2. Select Business if you want to configure 10 or more virtual rooms.
      
      

4. Select the number of hosts you want to purchase.

   Info
   Zoom automatically calculates the monthly and annual fees afterwards.

   

   Add Cloud Storage

   CAE LearningSpace stores the recordings of virtual events temporarily in Zoom's cloud: the recording of a meeting is first saved to Zoom, then the video recording will be downloaded from the cloud through a secure HTTPS channel to the Video Review module.

   Downloading virtual event recordings to CAE LearningSpace might take some time, so to ensure that your Zoom account has enough room to temporarily store every recording of a virtual event, we recommend purchasing the extra 100 GB/month/licensed host solution (as mentioned below). 
   
   By default, Zoom offers 1 GB/month free cloud storage per licensed user (starting from Pro subscription), which will most likely be exceeded while conducting a virtual event.
   
   

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   title What Happens to Recordings after Download?
   Once CAE LearningSpace has successfully downloaded virtual event recordings to the Video Review module, cloud recordings are moved to the trash folder in your Zoom owner account: Tip Video recordings do not take up space from your cloud storage once they are in the trash folder.  The recordings will be stored for another 30 days until deleted automatically.

   
   

   Note
   title In Case Recordings Get "Stuck" in the Cloud
   Downloading virtual event recordings from Zoom's cloud to CAE LearningSpace might take some time. Still, if you notice that the recordings have not arrived in the Video Review module within 6 hours, we recommend you retrieve the meeting recordings and upload it to CAE LearningSpace. Continue to this page for instructions on how to recover your recordings from Zoom's cloud.

   
   

5. Open Available Add-Ons and select Cloud Recording.

   To accommodate the temporary recordings of (even) a day's worth of OSCE training/examination, purchase the extra 100 GB/month solution:

   
   
   

6. After selecting the billing schedule and the extra cloud storage, click Continue.
   
   
7. On the Payment tab, provide the

   1. Billing Contact information

      Info
      Beside basic details, the total employee count of your organization is required to continue.

      
      

   2. Payment Method, and
   3. Credit/debit card information.
      
      
8. Once you are finished, click Upgrade Now. You will be presented with an Order Summary.
   
   
9. Click Confirm to complete your purchase.
   Zoom will confirm that your account has been upgraded successfully.

Following the Account Upgrade

Remove the License from the Owner Account

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1. Click on User Management in the sidebar next to your Zoom profile.
   
   

2. Select Users. 
   You will be presented with your owner account on the Users tab.

   Info
   In the header of the tab, you can see the number of remaining licenses you can assign to virtual rooms (here, the number of remaining licenses is 8 out of the total of 9).

   
   
   
   

3. Click on Edit in the row of your owner account. 
   The user editor pop-up opens.
   
   
4. In the User Type row, select the Basic radio button to switch your account to basic and free up a license for a virtual room. 
   
   
   
   

5. Click Save. 
   Your owner account type has changed to "Basic". 

   Info
   In the header of the tab, the number of licenses you can apply increases by one (to 9 in our example).

   
   

Disable Waiting Rooms

To disable this feature:

1. Log into your Zoom owner account. 
2. Open Account Management on the left.
3. Go to Account Settings.
   
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4. On the Meeting tab, scroll down to the Waiting room setting. 
   You can find the setting right away in the Security section.
   
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5. Toggle the switch at Waiting room.
   A dialogue will open where you have to confirm the setting:
   
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6. Click Turn Off and your change will be saved automatically.
   
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Enable Auto-Save for Chat Conversations

Save Chats to the Cloud

Saving chat messages to the cloud can only be enabled for each user separately:

1. Log into your Zoom owner account. 
2. Open User Management on the left, then select Users.
3. In Users, click on the user account you want to modify. 
   You will be redirected to the user account's profile page.
4. Once there, open the Settings drop-down. 
5. Select Recording.
   
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6. Scroll down to "Save chat messages from the meeting / webinar" and make sure the checkbox is selected.
   
   

   Info
   When a new user is created in CAE LearningSpace using the JWT method, this checkbox is selected by default.

   
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Save the Chat Locally

1. Log into your Zoom owner account. 
2. Open Account Management on the left.
3. Go to Account Settings.
   
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4. On the Meeting tab, scroll down to the Auto saving chats setting. 
   You can find the setting in the In Meeting (Basic) section.
   
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5. Toggle the switch at Auto saving chats.
   A dialogue will open where you have to confirm the setting:
   
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6. Click Turn On, and your setting will be saved automatically.
   
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