Setup User Access for the Zoom App

By default, all users have permission to use the Zoom connected app. If you would like to limit access to the Zoom App, you can change the default permissions to limit access to specific users in your organization.
Note: If you use the default settings for user access, be sure to move on to the Zoom and Salesforce User Mapping section.
Follow the steps below:

  1. Navigate to edit the Zoom App policy:
    • Salesforce Classic: Navigate to Administration Setup > Manage Apps > Connected Apps and click Edit for the Zoom App.
    • Salesforce Lightning: Navigate to Setup > Platform Tools > Apps > Connected Apps > Manage Connected Apps > Zoom > Edit policies.
      manageConnectedApps
  2. Under OAuth policies, set Permitted Users to Admin approved users are pre-authorized.
    permittedUsers
  3. Click Save.
  4. Navigate to Administration > Users > Permission Sets.
    permissionSets
  5. Clone the permission sets for Zoom Admin and Zoom User. You will need to give new labels for the new permission sets.
  6. For each new permission set, click Assign Connected Apps > Edit.
    assignConnectedApps
    You will then add Zoom to Enabled Connected Apps and click Save.
    enableZoomConnectedApps
  7. You can then add users to each permission set. Click the permission set and then choose Manage Assignments. Most of your users will likely only need the Zoom User permission set. For reference the Admin and User have the following privileges:
    • Zoom Admin:

      • Setting for API Key and Secret (org level setting)
      • Personal Setting for Zoom Meetings (user level setting)
      • Customized read/write objects
      • Visual force pages in Zoom Package
    • Zoom User:

      • Setting for Zoom Meetings (Google Calendar Notifications, Use Personal Meeting ID, Send email to attendees before launch)
      • Customized read/write objects
      • Visual force pages in Zoom Package

Add Users to the Zoom Permission Set

After completing the steps above you can manually add one user at a time to either permission set.

  • To add One user:
    1. Navigate to Manage Users > Users
    2. Click your desired user
    3. Click Edit Permission Set Assignments
    4. Add the Zoom Permission set to the user
  • To add Multiple users:
    • Salesforce Classic:
      1. Navigate to the desired permission set.
      2. Click Manage Assignments
      3. Select the users you would like to add and add them to the permission set.
    • Salesforce Lightning:
      1. Navigate to Setup > Administration > Users > Permission Sets.
      2. Click Manage Assignments
        manageAssignments
      3. Select the users you would like to add and add them to the permission set.

Continue to Zoom and Salesforce User Mapping