Using Zoom Revenue Accelerator role management
Zoom Revenue Accelerator has its own set of roles that correspond with different levels of access and permissions. This allows an account owner or admin 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.
Requirements 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 belongs 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
An account owner or admin with privileges to edit roles can configure custom roles either by creating a new role or editing the permissions of an existing role. To create a new role:
- Sign in to the Zoom web portal as the account owner or someone who has access to edit roles.
- In the navigation menu, click User Management then Roles.
- Click the Revenue Accelerator tab.
- Click + Add Role.
- Enter a role name.
- (Optional) Add a role description.
- Click Add.
- Set the role permissions.
- 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.
- Conversation Linking: Link the conversation to the most appropriate related record.
- Comments: Comments made on conversations. Add or view comments added to conversations.
- Coaching: Scorecards to rate conversations. View scorecard results or use scorecards to rate internal participants. Users with rating permissions have access to all scores.
- Conversation metrics: Talk metrics for internal Revenue Accelerator users. View talk metrics for internal participants.
- Moments: Highlight specific moments from calls. View or create conversation moments.
- Team conversations: View permissions for conversations within your team. View or manage conversations in which your team members, members of the teams you manage, or members of teams you have visibility into host or participate in.
- Conversation Linking: Link the conversation to the most appropriate related record.
- Comments: Comments made on conversations. Add or view comments added to conversations.
- Coaching: Scorecards to rate conversations. View scorecard results or use scorecards to rate internal participants. Users with rating permissions have access to all scores.
- Conversation metrics: Talk metrics for internal Revenue Accelerator users. View talk metrics for internal participants.
- Moments: Highlight specific moments from calls. View or create conversation moments.
- Individual conversations: View or manage conversations that you hosted or participated in.
- Conversation Linking: Link the conversation to the most appropriate related record.
- Comments: Comments made on conversations. Add or view comments added to conversations.
- Coaching: Scorecards to rate conversations. View scorecard results or use scorecards to rate internal participants. Users with rating permissions have access to all scores.
- Conversation metrics: Talk metrics for internal Revenue Accelerator users. View talk metrics for internal participants.
- Moments: Highlight specific moments from calls. View or create conversation moments.
- Playlists: View and create playlist permissions across your organization.
- Playlist management: Manage playlists across your organization, including editing, deleting, updating sharing settings.
- Playlist content visibility management: Allow anyone who can view the playlist to have access to all added content when creating or editing a playlist
- 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 and in your account.
- Risk signals: View or manage trigger warnings for open deals based on set criteria.
- Team deals: View all deals for your team
- Risk signals: View or manage trigger warnings for open deals based on set criteria.
- Individual deals: View all deals that you own.
- Risk signals: View or manage trigger warnings for open deals based on set criteria.
Emails
- All emails: View all emails across your organization.
- Team emails: View all emails for your team.
- Individual emails: View your emails.
Coaching
- Coaching activity tracker: View coaching activities within your account.
- Scorecard management: Manage basic and automated scorecards for coaching within your account.
- Virtual coaching scenarios: View or edit virtual coaching scenarios in your account.
Analytics
- All analytics metrics: A collection of conversation/speaker/deal/indicators/coaching analytics results across multiple levels in your account.
- Team analytics metrics: A collection of conversation/speaker/deal/indicators/coaching analytics results across multiple levels within your team and the teams you manage.
- Individual analytics metrics: A collection of your conversation/speaker/deal/indicators/coaching analytics results
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 who have access to the role's privileges.
- Sign in to the Zoom web portal as the account owner or someone who has access to edit roles.
- In the navigation menu, click User Management then Roles.
- Click the Revenue Accelerator tab.
- Click Edit next to the role you want to assign members to.
- Click the Role Members tab.
- Click + Add Members, and enter 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.