UW-Madison Zoom Workplace - Scheduling a Zoom Meeting on behalf of another account
There are times when you are required to create a Zoom meeting on behalf-of another account/user where they are the host/owner of the Zoom meeting. This article provides instructions on how to configure the host account and steps to create the Zoom meeting.
Topics
- Host will need to grant Scheduling Privileges
- Schedule a Meeting on behalf-of another user
- Modify a Meeting on behalf-of another user
Host will need to grant Scheduling Privileges
This will allow another user to create Zoom meetings on behalf of another user (host).
As the host:
- Go to https://uwmadison.zoom.us.
- Click on Sign in.
- If you are redirected to UW-Madison NetID login page, please enter your NetID and password credentials. Upon sign in you will be taken to your Personal account page.
- Click Settings within your "Personal" section.
- Under "Meeting", click Other.
- Scroll down to "Schedule Privilege" section.
- Click sign next to "Assign scheduling privilege to".
- Enter the email address of the user you want to grant the ability to create Zoom meetings on your behalf.
Important: Email address must be in the following format.
- User/NetID Account: must be in following format - netid@wisc.edu.
- Service Account: must be in following format - name_domain@wisc.edu.
-
Click Save(It may take a couple hours for this setting to take effect.)
If you enter an address which does not exist, you will receive the following error: "Cannot find the user in your account." Please confirm the email address is valid and is entered in the correct format. Note: The email address you are adding must be a UW-Madison Zoom account/user.- It is also possible to allow the user to access Cloud Recordings and Reports on your behalf when assigning this privilege. The subsection is available directly under the scheduling privilege section.
- This setting encompasses all scheduling-allowed users, unfortunately, these permissions cannot be assigned to specific users at this time.
- The cloud recording feature will only show cloud recordings for meetings that were scheduled by the scheduling-allowed user.
- It is also possible to allow the user to access Cloud Recordings and Reports on your behalf when assigning this privilege. The subsection is available directly under the scheduling privilege section.
Schedule a Meeting on behalf-of another user
Before proceeding, make sure the host/owner has granted you scheduling privileges per instructions above.
Use Zoom instructions to schedule an event on behalf of another user.
Modify a Meeting on behalf-of another user
Original meeting was created using Zoom Web Portal client:
- Go to https://uwmadison.zoom.us.
- Click on Sign in.
- If you are redirected to UW-Madison NetID login page, please enter your NetID and password credentials. If prompted, select the account you want to access. You will be taken to your Personal account page.
- Click Meetings within your "Personal" section.
- Choose the user/host from the user select box for which you created the meeting for - this defaults to "Myself".
- Hover over the desired meeting and click Edit button.
- Make the desired changes then click Save button.
Transferring Ownership of a Meeting/Webinar to Another User
- It is possible to transfer ownership to another user by following Zoom's steps, outlined here