Managing admin roles for Zoom Scheduler

Account owners and admins can use role management to define a custom scope for Scheduler access and permissions. Additionally, account owners and admins can allow users in their account to create and manage workflows, customize their settings, create event types, use third-party integrations, and view usage metrics data.

Prerequisites for managing Zoom Scheduler admin roles

• Account owner or admin privileges
• Zoom Scheduler add-on

How to define admin role permissions for Zoom Scheduler

Note: To access Scheduler Management role settings, you must have admin permissions to view and edit Scheduler Management settings.

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. Add an admin role with initial permissions or edit permissions for an existing admin role.
3. Click the Role Settings tab.
4. Under Scheduler Management, select the View and Edit checkboxes to enable the following permissions for users in the admin role:
   • Scheduler Management: View or edit Scheduler Management information.
     • Customize: Allow users to customize their public page links, logo, and user's profile (display name and profile picture).
     • Workflow: Allow users to create and manage workflows.
     • Event Types: Allow users to create Rotating and Panel event types.
     • Integration: Allow users to integrate with third-party services.
     • Reporting: Allow users to view usage metrics data.
5. Click Save Changes.