Configuring transcript and conversation detail edit permissions

Account owners and admins can allow selected users to edit and correct transcripts and speaker names in Zoom Meetings and Zoom Phone conversations. These users will also have the ability to revise summaries, deal memos, and conversational tags such as callouts and topic highlights.

This article covers:

• How to configure Zoom Revenue Accelerator transcript and Conversation detail edit permissions
  • Account
  • Group

Prerequisites for configuring Zoom Revenue Accelerator transcript and Conversation detail edit permissions

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Licensed user with Zoom Revenue Accelerator license
• Account owner, admin privileges, or a custom role that has access to edit account settings

How to configure Zoom Revenue Accelerator transcript and Conversation detail edit permissions

Account

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Share and Edit Permissions, under the Edit Transcript and Conversation Detail section, select certain users to allow them to edit and correct transcripts:
   • No one: When selected, no one is allowed to edit transcripts and conversation details.
   • Host only: When selected, only the meeting or phone host can edit transcripts and conversation details.
   • Internal participants present in the conversation: When selected, internal participants who are present in the conversation can edit transcripts and conversation details.
   • Anyone in my account: When selected, any user in your account can edit transcripts and conversation details.
5. (Optional) Select the Admins can edit checkbox to allow Zoom Revenue Accelerator admins to edit transcripts and conversation details.
6. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Group

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the Revenue Accelerator tab.
5. Under Share and Edit Permissions, under the Edit Transcript and Conversation Detail section, select certain users to allow them to edit and correct transcripts:
   • No one: When selected, no one is allowed to edit transcripts and conversation details.
   • Host only: When selected, only the meeting or phone host can edit transcripts and conversation details.
   • Internal participants present in the conversation: When selected, internal participants who are present in the conversation can edit transcripts and conversation details.
   • Anyone in my account: When selected, any user in your account can edit transcripts and conversation details.
6. (Optional) Select the Admins can edit checkbox to allow Zoom Revenue Accelerator admins to edit transcripts and conversation details.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
7. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.