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 roleadditional admin configuration is required before sales reps and managers can begin using Zoom Revenue Accelerator.

This article covers:

Prerequisites for using Zoom Revenue Accelerator role management

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 nameLevel of access
Revenue Accelerator AdminFull privileges to access features, adjust settings, and manage users.
Sales SupervisorManages multiple sales teams or multiple sales managers.
Sales ManagerThe assigned user manages one or multiple sales teams.
Sales RepresentativeAccess 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 privilege 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:

  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






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.