The zoom role management.

All zoom users using the platform are by default playing a system role, he or she either is an administrator, owner or can be a member. And those roles are unchangeable for the admins and owners,  as they are by default set for permission. When the user signs in to the web portal then only they can avail that permission. The role-based access control helps you to have in addition control to the user roles. Not only that, but the user roles also get an additional set of permissions which authorizes accessing selected pages for viewing and editing. Other than that, if required you can alternate the system role with admin permission. 

 

But the creation of user roles and allotment of the roles is only the discretion of account owners. And once the user role is assigned, it is only the account owner (which can also involve those with the role for role management permissions) who can add other users to his role. And as a result, permitting them with the approval of editing and viewing the subset pages belonging to the zoom account. 

 

 To know what type of role you are in for the zoom meetings, just visit your account profile page. And you themselves are the zoom admin or owner you can also preview the type of role the rest of the users belong to. And such a feature is available for you from the managing user’s section. 

 

The owners or admins further can also fix the group admins under the respective zoom account. But make sure such allotment of roles does not affect your account role. Besides, the admins if they wish can also bring settings as well as manage the group. They can also cross-check whether the group they coordinate is the primary group for other users of his or her group or not. Therefore, it’s clear that the group admins won’t need to become account admin for the role permissions so that to edit the user groups. 

 

Points to remember. 

 

• From the date 21st of August 2021, the role management page has alternate its name to only roles. So, in case you sign up for a fresh zoom account after August 2021, or the new admin experience is enabled on the zoom account, you can locate the change. 
• Secondly, though, a user can have different roles for multiple groups. But for a particular group, he can only have a single role. For example, for a particular group, he can only become a zoom account owner, custom role, or admin. But his role can vary for other groups. 
• The role management for zoom phone users held you in approving access to all zoom phone features along with the web portal settings. 

So, from the below article learn about: steps for adding the primary user role management permissions, how to add members for different roles, and altering the permission roles process. So, follow the article till the end. 

 

Basic requirements for the role management functions. 

For availing of all the basic role management requirements, you either should have education, business, enterprise, or pro plan accounts. And for the task of setting the initial role, it can only be done by the account owner. And lastly, for continuing with the rest of the role management functions, you should have the role management permissions or you should be the account owner. 

Because the initial zoom role setting permission is possible only by the owner. Therefore, the zoom team personally suggests the owner for adding such a role that permits a minimum of another person who can coordinate with the user roles. 

Steps for zoom account owners for adding initial role management permissions. 

 

This segment is for the owners, who should add a privileged role so that the latter can add further roles –

Step 1. If you are an account owner, then sign in to the Zoom web portal. 

Step 2. Drive into the navigation panel followed by that tap on user management. From there go to role management. 

Step 3. Then tap on the add role. 

Step 4. You have to specifically mention a name along with the assigned role. Once done tap on add. 

Step 5. Then in the edit column, you have to click on the checkbox. It will proceed further with the initiative of role management. 

Also, from this step onwards, the users can manage as well as create specific user roles. It limits the owner’s sole discretion to add or manage the user role. The later added user can also manage roles as well as edit the additional pages.

Step 6. For returning to the role management page, you have to visit the page’s bottom. There you have to tap the save changes section. 

Step 7. And if you want a return to the main role management page, you have to scroll to the top of the page. Then, tap on back to roles. 

Step 8. Then you have to tap on the right side to edit the option of the role. 

Step 9. Further tap on the role members tab. 

Step 10. Tap on the add members. 

Step 11. In the second last step, you have to input the email id of the respective users. In case there is more than one user, separate their ids with a comma. 

Step 12. Lastly, tap on add to seek changes. 

The function of role management is also feasible in an existing role. For example like the admin of a group. 

 

How to put in members for roles? 

 

Step 1. If you have access to an editing role or are an account owner, then sign in to the Zoom web portal. 

Step 2. Head on to the navigation panel > tap on users after you select the user management. 

Step 3. For the task of assignment or roles, you have to tap in the left side users checkbox. 

Step 4. The change role button there features the displaying segment for the change role dialog. Tap on it. 

Step 5. Then select the role name where you wish to add the users. 

Step 6. When you finish everything, just tap on save. It will help you to get back to the user’s page. 

 

Method to add further user roles. 

 

For this feature, it only depends on the account owners and the users with editing privileges, to which users they want to add rules. here’s how to add a role by assigning specific privileges- 

 

1.  If you are an account owner, then sign in to the Zoom web portal. 
2. Drive into the navigation panel followed by that tap on user management. From there go to role management. 
3. Then tap on the add roles.
4. You then have to stipulate your chosen user name with a related description for a role. 
5.  View all the relatable checkboxes and click on the permissions which will enable the users to manage and edit pages. 
6. Once done, click on save changes. It will navigate you to the main role management page. 

Process for altering the permissions of the role. 

 

If you find it needful, you can alter the assigned permissions of a user’s role at any point in time. For instance, the zoom admins won’t have permission to change or add roles. But with the below steps, you can add such features as a part of the admin’s role. 

 

Here’s how to alter the permission for the existing role – 

 

Step 1. If you have access to an editing role or are an account owner, then sign in to the Zoom web portal. 

Step 2. Head on to the navigation panel > tap on role management after you select the user management. 

Step 3. Further tap on the edit of the action column for changing the role as per your wish. 

Step 4. View all the relatable checkboxes and click on the permissions which will enable the users to manage and edit pages. 

Step 5. Scroll down the page and tap on the save settings. 

 

Therefore, all these four ways of altering users’ roles and assigning users to different roles can be managed by the account owner on the primary level. But subsequently, when the account owner goes on adding names for roles, the management task of the group also gets equally divided. 

 

All credit- zoom.us

 

https://support.zoom.us/hc/en-us/articles/115001078646-Using-role-management