Role-Based Access Control Follow

Overview

Each user in a Zoom account automatically has a system role, which can be owner, administrator, or member. These roles are associated with a default set of permissions, which cannot be changed for the owner or member. These permissions control what users to see when they log into the account. Role-based access control enables your account to have additional user roles. User roles can have a set of permissions that allows access only to the pages a user needs to view or edit. In addition, you can change the permissions of admin system role.

Only the account owner can initially create user roles and assign users to those roles. After a user role has been created, the owner (or others in a role with role management permissions) can assign users to that role, granting those users permission to view and edit a subset of pages belonging to the account.

You can see what type of role you currently have on your account profile page. If you are the account owner or admin, you can see what type of role other users on your account have under User Management.

You can also set group admins for groups under your account, which do not affect your account roles. Group admins can manage the members and settings for that group. The group admin can also see if the group they manage is set as the primary group for users within the group. The group admin does not need to be an account admin or have role permissions to edit user groups. Learn more about group management about group admins.

Note: Users can only be assigned a single role-- account owner, admin, custom role, or member. A user can have another role and be a group admin or be a group admin for multiple groups.

This article covers:

Prerequisites

  • An Enterprise, Business, Education or Pro plan is required
  • For setting the initial role, you must be the Account Owner
  • For subsequent role management, you must be the Account Owner or user with role management permissions

Note: Since only the owner can initially add a user role, Zoom recommends that the owner adds a role that allows at least one other person to manage user roles.

Adding Initial User Role Management Permissions

To add a role with privileges so that others can add roles:

  1. Sign in to the Zoom web portal as the account owner.
  2. Click User ManagementRole Management.
  3. Click Add a Role.
  4. Specify a name and description for the role.
  5. Click the checkbox in the Edit column for Role Management.

    Note: This enables users in this role to create and manage the user roles so that the Owner is not the only person who can perform this task. You can also click additional checkboxes if you want users in this role to see or edit additional pages.
  6. Scroll to the bottom of the page and click Save Changes to return to the Role Management page.
  7. Click Edit to the right of the role
  8. Click the Role Members tab
  9. Click Add Members
  10. Enter the email address of the user (if adding multiple, add a comma between email addresses, to separate them). 
  11. Click Add

Note: The Role Management role can also be added to an existing role, like Admin for example. 

Adding Additional User Roles

Only the account owner and users who have edit privileges for Role management can add roles and add users to those roles.

To add a role with specific privileges:

  1. Sign in to the Zoom web portal as the account owner.
  2. Click User ManagementRole Management.
  3. Click Add a Role.
  4. Specify a name and description for the role.
  5. Click one or more checkboxes to enable permissions for users in this role to see or edit those pages. In the following example, a Webinar Administrator role has permission to edit both Webinar Settings and Account Settings.
  6. Scroll to the bottom of the page and click Save Changes to return to the Role Management page.

Assigning Roles to Users 

  1. Sign in to the Zoom web portal as the account owner or someone that has access to edit roles.
  2. Click User Management > Users.
  3. Click the checkbox to the left of the users, you want to assign a role.
  4. Click the Change Role button. This displays the Change Role dialog.
  5. Choose the name of the role to which you want to add users.
  6. Click the Save button to return to the Users page.

Changing the Permissions for a Role

You can change the permissions assigned to a role at any time. For example, the Admin role does not include permissions to add or change roles. In this example, those privileges are added to the existing Admin role.

To change the permissions for an existing role:

  1. Sign in to the Zoom web portal as the account owner or someone that has access to edit roles.
  2. Click User ManagementRole Management.
  3. Click Edit in the Action column for the role you want to change.
  4. Click the checkboxes that enable permissions for users in this role to see or edit those pages. In this example, Role management permissions are added to the Admin role.
  5. Scroll to the bottom of the page and click Save Settings.
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