Managing the Special Roles tab

All special roles in your Zoom Event can be managed on this page. The Special Roles tab will appear after you publish your event. The Zoom Events Special Roles tab is where you will see the special role tickets that were automatically created as you added special roles to the event.

Learn more about creating a Zoom Event.

This article covers:

• How to access the Special Roles tab in Zoom Events
• How to view and manage profile cards of special role users
• How to filter special roles
• How to search special roles
• How to export a list of special roles
• How to create direct join links for Zoom Events speakers

Prerequisites for managing the Special Roles tab in Zoom Events

• Pro, Business, Enterprise, or Education account
• Stripe or PayPal Business account is required to create paid events
• Zoom Events Unlimited license or Zoom Events Pay Per Attendee license

Note: For access to the latest Zoom Events and Webinar features, we strongly recommend hosts to update to the latest version of the Zoom desktop client/mobile application.

How to access the Special Roles tab in Zoom Events

1. Create a Zoom Event or edit an upcoming event to access the event setup.
2. In the event creation flow navigation menu, click Special Roles.
   The Special Roles page will appear.

When you access the Special Roles page, you can view the following information about special-role users:

• Name
• Email
• Role
• Assigned Session
• Event Access
• Status

How to view and manage profile cards of special role users

You can view the profile cards of special role users. The profile cards display the attendee's email, authentication method, role(s), session(s), event access, and status. 

Note: When an attendee has a special role, you can edit the access the special role should have for your event.

1. Access the Special Roles page in the event creation flow.
2. Click the name of the attendee that you want to view.
3. Use the following actions from the profile card:
   • Click Send Message to send the attendee a message.
     Note: You can send up to 2 messages to an individual registrant (including pre and post-event) per event. For drafted events, you cannot send messages to registrants.
   • Click Copy Join Link to copy the join link.
   • Click Resend Invitation. If a confirmation window appears, click Resend to confirm.
     Note: You can only resend an invitation for upcoming events. For drafted events, you cannot resend invitations to registrants.
   • Click Edit Attendee Permissions.
     You will be directed to the Ticketing tab to manage Attendee Access for Special Roles.

How to filter special roles

1. Access the Special Roles page in the event creation flow.
2. Click the All Role dropdown to filter by roles.
   You can filter by All Roles, Host, Speaker, Alternative Host, Panelist, Interpreter, Exhibitor, Expo, and Moderator.
3. Click the Select Event Access dropdown to filter by ticket type.
   You can filter by Full attendee access or specific ticket types.

Once you choose your filter, the list of special roles will be filtered accordingly.

How to search special roles

1. Access the Special Roles page in the event creation flow.
2. In the search box, enter a special-role user’s name or email.
   Note: The search is also a fuzzy search, which matches an entered term closely instead of exactly. You can search by a partial name or email. Additionally, if you enter a few letters of a registrant’s name, you can view all emails that include those letters.

How to export a list of special roles

Hosts can download a list of special roles and export a CSV file for any Zoom Event.

1. Access the Special Roles page in the event creation flow.
2. On the page, click Export to download a CSV file.

How to create direct join links for Zoom Events speakers

Zoom Events hosts can create a direct join link for their event’s speakers. The direct join link allows speakers to quickly join a session on the Zoom Events platform, even when they are not signed in, with any credentials.

Hosts can create direct join links for speakers one week before an event starts, allowing speakers to join 10 days before the event. The direct join link is intended to provide a significant amount of lead time for hosts and speakers to rehearse ahead of an event.

Learn more about inviting speakers with a direct join link.