Viewing Zoom IQ for Sales users within the account

If you have IQ User Management permission, you can view and export a list of all Zoom IQ for Sales users within your account. The list shows the user's role, team, what activity can be captured by Zoom IQ (such as meeting, phone call, calendar, or email), as well as if the auto recording is enabled for their phone calls and scheduled meetings.

This article covers

• How to view Zoom IQ users within the account
• How to export a list of Zoom IQ users within the account

Prerequisites for managing Zoom IQ for Sales users

• Business or Enterprise account
• Licensed user with Zoom IQ for Sales add-on license
• Account owner, admin privileges, or a custom role that has IQ User Management enabled

How to view Zoom IQ for Sales users within the account

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Zoom IQ for Sales then Users to view the following:
   • Name - Shows the user's name and email address associated with the account
   • Provisioned Date - Shows when the Zoom IQ for Sales license was assigned to the user
   • Role - Displays the type of role the user has
   • Team - Shows the team name that the user belongs to
   • Activity Capture - Displays the icon/s of what type of activity is being captured by Zoom IQ 
   • Auto-Record Enabled - Shows if the auto recording is enabled for meetings and inbound/outbound calls
3. (Optional) Enter a user's name or email address then press Enter on your keyboard to search for a particular user.

How to export a list of Zoom IQ for Sales users within the account

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Zoom IQ for Sales then Users.
3. Click Export to download a list of Zoom IQ users in a CSV format.