Zoom Revenue Accelerator has its own set of roles that correspond with different levels of access and permissions. This allows an account to give differing levels of access between an individual salesperson, their team manager, an overall sales supervisor, and an account admin.

After assigning the appropriate role, additional admin configuration is required before sales reps and managers can begin using Zoom Revenue Accelerator.

This article covers:

• Default Zoom Revenue Accelerator roles
• How to create a custom Zoom Revenue Accelerator roles
  • Role permissions
• How to assign roles to members

Prerequisites for using Zoom Revenue Accelerator role management

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Licensed user with Zoom Revenue Accelerator license
• Account owner, admin privileges, or user with role management permissions

Default Zoom Revenue Accelerator roles

Each Zoom Revenue Accelerator user will belong to one of the roles below, and different roles have their unique privileges/permissions.

By default, Zoom Revenue Accelerator provides the following predefined roles:

Role name	Level of access
Revenue Accelerator Admin	Full privileges to access features, adjust settings, and manage users.
Sales Supervisor	Manages multiple sales teams or multiple sales managers.
Sales Manager	The assigned user manages one or multiple sales teams.
Sales Representative	Access to basic Revenue Accelerator functions but no account management privileges.
Revenue Accelerator Collaborator	Have access to limited Revenue Accelerator functionality. This role can be assigned to an unlimited number of Zoom users without provisioning Revenue Accelerator licenses. Collaborators can: View recordings View and write conversation comments View and create conversation clips View and create conversation playlists including smart playlist
External Revenue Accelerator Admin	No access to Conversations or Deals. This role is designed to allow external parties to assist with account configuration during onboarding or proof of concept periods. External Revenue Accelerator Admins can access: Zoom Revenue Accelerator Account Settings Analytics tab Users tab

How to create a custom Zoom Revenue Accelerator role

Custom roles can be configured, either by creating a new role or editing the permissions of an existing role. To create a new role:

1. Sign in to the Zoom web portal as the account owner or someone who has access to edit roles.
2. In the navigation menu, click User Management then Roles.
3. Click the Revenue Accelerator tab.
4. Click + Add Role.
5. Enter a role name.
6. (Optional) Add a role description.
7. Click Add.
8. Set the role permissions.
9. Click Save Changes.

Role permissions

You can change the permissions and scope assigned to a role at any time. Roles are defined by their View, Edit, and Scope of permissions for the following options:

User and Permission Management

• Team Management: Permission to edit and organize teams for the entire account or just your own team.
• Revenue Accelerator User Management: Manage existing Zoom Revenue Accelerator users and their status of key Revenue Accelerator configurations.
• Revenue Accelerator Role Management: Manage existing Zoom Revenue Accelerator roles, or create and modify Zoom Revenue Accelerator user roles.
• Revenue Accelerator  Account Settings: Manage Zoom Revenue Accelerator settings that affect all Revenue Accelerator users in the account.

Conversations

• All Conversations: View permissions for all conversations on the account.
  • Comments: Comments made on conversations
  • Coaching: Scorecards to rate conversations
  • Conversation metrics: Talk metrics for internal Revenue Accelerator users
  • Clips: Clips highlighting specific moments from calls
• Team Conversations: View permissions for conversations within your team.
  • Comments: Comments made on conversations
  • Coaching: Scorecards to rate conversations
  • Conversation metrics: Talk metrics for internal Revenue Accelerator users
  • Clips: Clips highlighting specific moments from calls
• Playlists: View and create playlists permissions across your organization.
  • Playlist Modification: Edit, delete, or change sharing settings for all playlists across your organization.
• Folders: View folders across your organization and create private folders
  • Create Public Folders: Create folders viewable by other users within your organization
  • Folder Management: Edit or delete folders across your organization.

Deals

• All Deals: View all deals across your organization.
  • Deal info: CRM information associated with conversations
• Team Deals: View all deals for your team
  • Deal info: CRM information associated with conversations

Emails

• All Emails: View all emails across your organization.
• Team Emails: View all emails for your team.

Coaching

• Scorecard Management: Manage scorecards for coaching within your organization

Analytics

• All Analytics Metrics: A collection of conversation/deal/market analytics results at multiple levels
• Team Analytics Metrics: A collection of conversation/deal/market analytics results at multiple levels within your team

After roles are created and/or customized, they must be assigned to users to have those permissions applied.

How to assign roles to members

Add members to a role to specify the Zoom Revenue Accelerator users that have access to the role's privileges.

1. Sign in to the Zoom web portal as the account owner or someone that has access to edit roles.
2. In the navigation menu, click User Management then Roles.
3. Click the Revenue Accelerator tab.
4. Click Edit next to the role you want to assign members to.
5. Click the Role Members tab.
6. Click + Add Members, and begin entering the names or email addresses of users you want to assign to this role.

Note: You can also add members to roles using the User Management page.