Auvik SaaS Management’s integration with Zoom allows you to automate common employee lifecycle tasks - granting and revoking access to the applications when needed to ensure compliance and give techs time to work on higher value tasks. See real-time, in-depth license data to help you maintain control over your software usage and spend. This includes a breakdown by license type, associated usage details, and last login timestamps.
For frequently asked questions about the Zoom SaaS Ops Integration, click here.
For how to uninstall the Zoom SaaS Ops integration, click here.
Prerequisites
Before installing the Zoom integration, ensure that you have:
- Required Auvik SaaS permissions to install integrations
- From the Partner Hub: Default Admin
- From the Client Hub: Client Admin
- A valid account for Zoom with any necessary administrative privileges required
- An active subscription for Zoom
- Any necessary API keys or access tokens (if applicable)
We recommend using a dedicated account with all integrations. This allows you to set a role with minimal permissions. The integration will stop working if this user’s account in Zoom is deactivated.
Configuration & Setup
The Zoom integration can be configured using OAuth2 protocol.
Required Account Permissions
- Users: View and Edit
- Role management: View and Edit
- Groups: View and Edit
- Recording management: View and Edit
- Zoom rooms: View and Edit
- Meetings: View
- Webinars: View
- Usage reports: View
- Schedule tracking fields: View and Edit
- Select Configure
- Click Connect
- You’ll be directed to login to Zoom in a new browser tab
- Log in with an account that has administrator privileges
- Grant permissions to Workato if asked
If you have configured the integration successfully you will be taken back to Auvik SaaS Management and the Integration will showcase as Connected.
How to Leverage Zoom with SaaS Ops
Review step by step instructions and any additional information specific to this integration including some FAQs.
Available Functionality
Offboarding
- Disassociate: Unlinks the user from your account, reverting them to a free Zoom plan.
- Delete: Permanently removes the user and their data from Zoom.
- Data Transfer: Before disassociation or deletion, you can transfer the user’s meetings, webinars, and cloud recordings to another Zoom user.
- Default Removal:If no transfers are made, all associated recordings, webinars, and future meetings will be deleted.
Onboarding
- Add User
License Data
- License Type Breakdown: a breakdown of the total and unused accounts by license type
- Real-time Updates: On demand license data refresh
- Last Login Timestamp: Showcase the last login time per account
User Count: See which users have leveraged the licensed account