Roles to enable integration and beyond

[daniiii]

I need some guidance. And I have been spending all week trying to figure out. 
My copmany has Hubspot. And my admin selected the type of role for me that doesn't allow me to do the integration and etc. 
I am trying to help her, but there is so much. What are the roles that would allow me to do this kind of thing?

[bstrelko · Accepted solution]

Since the HubSpot integration only requires one Zoom account for authorization, your admin should be able to do this on their account (or create a service account with the requisite admin access).

Instructions can be found here:

https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-zoom

HOWEVER, if you are set on using your account for the integration (only one can be used), you'll need your admin to approve the App on the Zoom side (https://marketplace.zoom.us/apps/o8JuTnfNQ3mS5URt2qjp1Q) and then create a role for you that has the following access:

There is no role out-of-the-box (other than standard 'admin') that will allow you to do what you need. Your admin will need to scope you a new role ('HubSpot Manager', etc) if you wish to use your account. Again, there's really no reason this needs to be done on your Zoom account, as the integration will have access to the entire company's Zoom data, not just the account used for auth.

[bstrelko · Accepted solution]

Since the HubSpot integration only requires one Zoom account for authorization, your admin should be able to do this on their account (or create a service account with the requisite admin access).

Instructions can be found here:

https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-zoom

HOWEVER, if you are set on using your account for the integration (only one can be used), you'll need your admin to approve the App on the Zoom side (https://marketplace.zoom.us/apps/o8JuTnfNQ3mS5URt2qjp1Q) and then create a role for you that has the following access:

There is no role out-of-the-box (other than standard 'admin') that will allow you to do what you need. Your admin will need to scope you a new role ('HubSpot Manager', etc) if you wish to use your account. Again, there's really no reason this needs to be done on your Zoom account, as the integration will have access to the entire company's Zoom data, not just the account used for auth.

[daniiii]

Hello good sire-- i did that, but there is still something missing unfortunately. This is a screenshot I got. 

There's still something missing. 

[bstrelko]

You'll just need to add the missing perms to the custom role as well, in this case.

[Bri]

Hi @daniiii ! I have reviewed your inquiry and have gone ahead and marked @bstrelko 's reply as an accepted solution. Please let us know if you have any additional questions! 

[daniiii]

not yet! not an accepted solution ... yet. Super close tho! appreciate it homie ❤️ 

[Frank_TB · Accepted solution]

Hello,

It sounds like you don't hava a good understanding of Zoom roles.

Try reading this Zoom support article about roles.

https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0064983 

The Zoom Learning Center has a course about Zoom adminsitration as well that takes about 10 minutes to complete.

Basic Zoom Meetings Administration

• Differentiate between admins and members
• Configure account settings as an admin
• Add users to your account
• Access and manage Zoom Meeting reports for everyone in your account

https://learning.zoom.us/learn/course/internal/view/elearning/1070/basic-zoom-meetings-administratio... 

The Zoom support site has a good knowledge base on all things Zoom, including marketplace integrations;

https://support.zoom.com/hc/en/category?id=kb_category&kb_category=9c4b9ed687acf51089a37408dabb3544 

Regards

If my reply helped, don't forget to click the accept as solution button!