Using Zoom IQ for Sales role management

Zoom IQ for Sales has its own set of roles that correspond with different levels of access and permissions. This allows an account to give differing levels of access between an individual salesperson, their team manager, an overall sales supervisor, and an account admin.

After assigning the appropriate role, additional admin configuration is required before sales reps and managers can begin using Zoom IQ for Sales.

This article covers:

• Default Zoom IQ for Sales roles
• How to create custom Zoom IQ roles
  • Role permissions
• How to assign roles to members

Prerequisites for using Zoom IQ for Sales role management

• Business or Enterprise account
• Licensed user with Zoom IQ for Sales license
• Account owner, admin privileges, or user with role management permissions

Default Zoom IQ for Sales roles

Each Zoom IQ for Sales user will belong to one of the roles below, and different roles have their unique privilege/permissions.

By default, Zoom IQ provides the following predefined roles:

Role name	Level of access
Admin	Full privileges to access features, adjust settings, and manage users.
Sales Supervisor	Manages multiple sales teams or multiple sales managers.
Sales Manager	The assigned user manages one sales team.
Sales Representative	Access to basic functionality but no account management privileges.
Zoom IQ Collaborator	Access to recording analyses, comments, metrics, and indicators, without requiring a paid Zoom IQ license. Collaborators can: View recordings View and write conversation comments View and create conversation clips View and create conversation playlists including smart playlist
External IQ Admin	No access to Conversations or Deals. This role is designed to allow external parties to assist with account configuration during new customer onboarding or proof of concept trials.  External IQ Admins can access: Zoom IQ Account Settings Analytics tab Users tab

How to create custom Zoom IQ for Sales role

Custom roles can be configured, either by creating a new role or editing the permissions of an existing role. To create a new role:

1. Sign in to the Zoom web portal as the account owner or someone that has access to edit roles.
2. In the navigation menu, click User Management then Roles.
3. Click the Zoom IQ for Sales tab.
4. Click + Add Role.
5. Enter a role name.
6. (Optional) Add a role description.
7. Click Add.
8. Set the role permissions.
9. Click Save Changes.

Role permissions

You can change the permissions and scope assigned to a role at any time. Roles are defined by their View, Edit, and Scope of permissions for the following options:

User and Permission Management

• Team Management: Permission to edit and organize teams for the entire account or just your own team.
• IQ User Management: Manage existing Zoom IQ users and their status of key IQ configurations.
• IQ Role Management: Manage existing Zoom IQ roles, or create and modify Zoom IQ user roles.
• IQ Account Settings: Manage Zoom IQ settings that affects all IQ users in the account.

Conversations

• All Conversations: View permissions for all conversations on the account.
  • Comments: Comments made on conversations
  • Coaching: Scorecards to rate conversations
  • Conversation metrics: Talk metrics for internal IQ users
  • Clips: Clips highlighting specific moments from calls
• Team Conversations: View permissions for conversations within your team.
  • Comments: Comments made on conversations
  • Coaching: Scorecards to rate conversations
  • Conversation metrics: Talk metrics for internal IQ users
  • Clips: Clips highlighting specific moments from calls
• Playlists: View and create playlists permissions across your organization.
  • Playlist Modification: Edit, delete, or change sharing settings for all playlists across your organization.
• Folders: View folders across your organization and create private folders
  • Create Public Folders: Create folders viewable by other users within your organization
  • Folder Management: Edit or delete folders across your organization.

Deals

• All Deals: View all deals across your organization.
  • Deal info: CRM information associated with conversations
• Team Deals: View all deals for your team
  • Deal info: CRM information associated with conversations

Emails

• All Emails: View all emails across your organization.
• Team Emails: View all emails for your team.

Coaching

• Scorecard Management: Manage scorecards for coaching within your organization

Analytics

• All Analytics Metrics: A collection of conversation/deal/market analytics results at multiple levels
• Team Analytics Metrics: A collection of conversation/deal/market analytics results at multiple levels within your team

After roles are created and/or customized, they must be assigned to users to have those permissions applied.

How to assign roles to members

Add members to a role to specify the Zoom IQ for Sales users that have access to the role's privileges.

1. Sign in to the Zoom web portal as the account owner or someone that has access to edit roles.
2. In the navigation menu, click User Management then Roles.
3. Click the Zoom IQ for Sales tab.
4. Click Edit next to the role you want to assign members to.
5. Click the Role Members tab.
6. Click + Add Members, and begin entering the names or email addresses of users you want to assign to this role.

Note: You can also add members to roles using the User Management page.