Account owners can delegate permissions to users within their account through role management. They can also invite and add external users or third-party users to help manage their account. Account owners can define and select the users’ permissions when delegating account administration.

All activity or actions taken by an individual on the account will be logged in the account admin’s activity logs, just as if the individual were a member of their account.

Notes:

• Only licensed users can manage external accounts.
• Account owners and admins can also give access to external users for delegated account administration for a set period/time and can revoke access at any time.

This article covers:

• How to invite an external user to manage your account
  • Invite external users to manage your Video SDK account
• How to edit the invited user
• How to manage admin role permission for adding external users

Prerequisites for delegating account administration

• Account owner or admin privileges
  Notes:
  • For setting the initial role, you must be the account owner.
  • Only account owners of paid accounts can add external users
• Pro, Business, Education, or Enterprise account
• Licensed user

How to invite an external user to manage your account

After you add a role and specify its privileges, you can invite and delegate account administration to external users.

1. Sign in to the Zoom web portal as an account owner with the privilege to edit account settings.
2. In the navigation menu, click User Management then Roles.
3. Click the All tab.
4. Click the Admin role that you want to add external users to.
   You can also add a new custom role with selected permissions for delegated account administration.
5. Click the Role Members tab.
6. To the right of the Add Members button, click the ellipsis  then click Invite external users to this role.
   A Delegated Account Administration Agreement window will appear.
7. In the window, read the agreement and click Accept.
   An Invite external users to this role pop-up box will appear.
8. In the pop-up box, add external users’ email addresses, separating multiple emails with commas.
9. (Optional) Select the following checkboxes:
   • Allow invited users to delegate others from their accounts to manage this account: Invited users can assign the same management permission to others from their accounts.
   • External users can manage this account until the set date: Set an expiration date for the invited user and their delegates to manage this account.
     1. After selecting this checkbox, select an end date for the invited user and their delegates.
10. Click Invite.

An email invite will be sent to the invited users. The invited user will appear under External Users and will have a Pending status. Once the external users accepted the invite, they can access and manage your Zoom account based on the role settings.

Note: The email invite will expire in 30 days.

Invite external users to manage a Video SDK account

An external Zoom user who is invited to be a delegated user of a Video SDK account must belong to a Zoom account that has billing information (e.g. billing address and a credit card on file). Additionally, the external user’s Zoom account type must be at least be a free account with a credit card, or a paid and Licensed account.

Note: A user with a free account without a credit card cannot sign in to a Video SDK account.

To invite external users to manage a Video SDK account:

1. Sign in to your Zoom Video SDK account on the web portal as an account owner with the privilege to edit account settings.
2. In the navigation menu, click Roles.
3. Click the Admin role that you want to add external users to.
   You can also add a new custom role with selected permissions for delegated account administration.
4. Click the Role Members tab.
5. In the top right corner, click + Add External Users as Members.
   A pop-up box will appear.
6. In the pop-up box, add external users’ email addresses, separating multiple emails with commas, then click Add.

An email invite will be sent to the invited users. The invited user will appear under External Users and will have a Pending status. Once the external users accepted the invite, they can access and manage your Zoom account based on the role settings.

Note: The email invite will expire in 30 days.

How to edit the invited user

1. Sign in to the Zoom web portal as an account owner with the privilege to edit account settings.
2. In the navigation menu, click User Management then Roles.
3. Click the All tab.
4. Click the role with the invited user that you want to manage.
5. Click the Role Members tab.
6. Under External Users, to the right of the user you want to edit, click the ellipsis  then click Edit.
   A pop-up box will appear.
7. (Optional) In the pop-up box, select or deselect the following checkboxes:
   1. Allow invited users to delegate others from their accounts to manage this account
   2. External users can manage this account until the set date: Select another end date and for the invited user and their delegates.
8. Click Save.

How to manage admin role permission for adding external users

The account owner can control whether or not an admin role can add external users.

1. Sign in to the Zoom web portal as the account owner or user with the privilege to edit account settings.
2. In the navigation menu, click User Management then Roles.
3. Click the admin role that you want to manage.
4. Click the Role Settings tab.
5. Under Users and Permissions and under the Edit column, select or deselect the Add external users as role members checkbox to enable or disable permissions for users in this role to add external users as role members.