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 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.

Note: Users can only be assigned a single role

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

Instructions

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.

Add Initial User Role

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

  1. Log into zoom.us as the account owner.
  2. Click Role Management, and then click Add a Role.
    screenshot1_RoleManagement.PNG

  3. Specify a name and description for the role.
  4. Click the checkbox in the Edit column for Role Management.

    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.
    screenshot2_CreatedRole.PNG

  5. Scroll to the bottom of the page and click Save Changes to return to the Role Management page.
  6. Click Assign Users for the role you just created.
    screenshot3_RolesList.PNG

  7. Choose the users to be assigned to this role.
  8. Click the Role button, then choose the new role and click Save.
    screenshot4_EditRoleSteveC.png

Add 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. Log into zoom.us as the account owner or with a role that allows you to create roles.
  2. Click Role Management, and then click Add a Role.
    screenshot5_RoleManagementScreenWithNewRole.PNG

  3. Specify a name and description for the role.
  4. 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.
    screenshot6_WebinarManagerRole.PNG

  5. Scroll to the bottom of the page and click Save Changes to return to the Role Management page.
  6. Click Assign Users for the role you just created.
    screenshot7_AssignUsersToWebinarManagerRole.PNG

  7. Choose the users to be assigned to this role.
  8. Click the Role button, then choose the new role and click Save.
    screenshot8_SaveUserAssignment.PNG

Add Users to Existing User Roles

After you add a set of users to a role, the number of users in that role displays on the Add Roles page. If you click this number, you can see the names of the users in that role, but you must navigate to the Users page to add more users to that role.

To add more users to an existing role:

  1. Log into zoom.us as the account owner or with a role that allows you to create roles.
  2. Click User Management, and then choose the names of users who are to be added to the user role.
  3. Click the Change Role button. This displays the Change Role dialog.
    screenshot9_AddUsersToExistingRoles.PNG

  4. Choose the name of the role to which you want to add users.
  5. Click the Save button to return to the Users page.

The Users page displays the user role that you specified for the selected users.

Changing the Permissions for a Role

You can change the permissions at any time for people who have been assigned to a user role that you create and for those who have been assigned to the system role of Admin. For example, the system role of Admin does not include permission 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. Log into zoom.us as the account owner or with a role that allows you to create roles.
  2. Click User Management, and then click Edit in the Action column for the role you want to change.
    Screen1_EditRoles.PNG
  3. 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.
    Screen2_NewPermissions.PNG

Scroll to the bottom of the page and Click Save Settings.

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