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

This will allow another user to create Zoom meetings on behalf of another user (host).

As the host:

  1. Go to https://uwmadison.zoom.us.
  2. Click on Sign in.
  3. 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.
  4. Click Settings within your "Personal" section.
  5. Under "Meeting", click Other.
  6. Scroll down to "Schedule Privilege" section.
  7. Click sign next to "Assign scheduling privilege to".
  8. 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.
  9. 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.

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.

Return to the top

Modify a Meeting on behalf-of another user

Original meeting was created using Zoom Web Portal client:

  1. Go to https://uwmadison.zoom.us.
  2. Click on Sign in.
  3. 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.
  4. Click Meetings within your "Personal" section.
  5. Choose the user/host from the user select box for which you created the meeting for - this defaults to "Myself".
  6. Hover over the desired meeting and click Edit button.
  7. Make the desired changes then click Save button.

Return to the top

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

Return to the top



Keywords:
uw madison zoom education web portal desktop client schedule scheduling meetings outlook access add-in alternative host privileges permissions invite invitation attendees participants manage managing share windows macos, transfer, transferring, ownership, meeting, webinar, transferring ownership, changing ownership, change
Doc ID:
106258
Owned by:
Zoom S. in Zoom
Created:
2020-09-30
Updated:
2024-11-27
Sites:
DoIT Help Desk, Microsoft 365, Zoom