Enabling Zoom Virtual Agent access

Anyone on your Zoom account will be able to administer Zoom Virtual Agent as long as they have the correct permissions. There are no special licenses needed for users to access Zoom Virtual Agent because that is all handled through the role they are assigned. Once purchased, only the Owner role will have Zoom Virtual Agent access by default. If there are other people helping with your Zoom Virtual Agent setup, you can invite them and grant them full access to view and edit all parts of Zoom Virtual Agent.

This article covers:

• How to add Zoom Virtual Agent access to a role
• How to invite a new user to Zoom Virtual Agent
• How to enable Zoom Virtual Agent access to existing users

Prerequisites for enabling Zoom Virtual Agent to other users

• Account owner or admin privileges
• Basic, Pro, Business, Education, or Enterprise account
• Zoom Virtual Agent license

How to add Zoom Virtual Agent access to a role

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management and then Roles.
   • You can either edit an existing role or create a new one.
   • The Owner role will always have the full permissions for all features on an account by default.
3. Under Role Settings, in the left navigation menu, click AI Management.
4. To the right side of Virtual Agent, click the Edit check box.
5. Click Save Changes.

How to invite a new user to Zoom Virtual Agent

1. Sign in to Zoom web portal.
2. In the navigation menu, click User Management and then Users.
3. Click Add Users.
4. In the Add Users dialog box, enter all the relevant information.
5. Click Save.
   The user will receive an email to approve the request. Once approved, you can now edit the user and assign the role with Zoom Virtual Agent access.

How to enable Zoom Virtual Agent access to existing users

1. Sign in to Zoom web portal.
2. In the navigation menu, click User Management and then Users.
3. To the right of the existing user you want to give access to, select the Edit button.
4. In the Edit User dialog box, next to the User Role, select the role which has Zoom Virtual Agent edit access from the drop-down menu.
5. Click Save.