Configuring Zoom

Please note: The Admin for your Zoom account will need to complete the following steps. Other permission levels will not have access to the same options or functions.

Step 1: Build a General app

1. Log onto the Zoom App Marketplace https://marketplace.zoom.us/develop/create.
2. Click Develop > Build App.
3. Select General app and click Create.

Step 2: Basic Information

On the Basic Information page, add or update information about the app, such as the app's name, how the app is managed, and app credentials.

1. Update your app's name. By default, the build flow generates a generic name for your app. To change your app's name, select the edit icon (pencil) and update the name. To save your changes, click anywhere outside of the app name field.
2. Select User-managed
3. App Credentials- Copy the Client ID & Client Secret and submit them to our team.

Step 3: Select where to use your app

1. On the Surface page, select Meetings and Webinars.

2. Enable Zoom App SDK and Guest Mode.
3. In Guest Mode, select "ability to test Guest Mode".
4. In Zoom App SDK, select Add APIs+. In APIs select joinMeeting or type it in the search bar. Click Done.

5. Navigate to the Embed page and enable Meeting SDK.

Step 4: Select Scopes (API methods)

On the Scopes page, select the Zoom API methods your app is allowed to call. This defines which information and capabilities are available to your user.

1. Select Add Scopes+.
2. On the Meetings page, select View a meeting and View a webinar.

3. On the User page, select the following:

• View a user's collaboration device
• Verify a user's email
• View a user's assistants
• View a user's collaboration devices
• View a user's permissions
• View a user's schedulers
• Verify a user's personal meeting room
• View a user's token
• View a user's Zoom Access Key
• View a user's presence status

4. On the Contacts page, select View Contacts.
5. On the Zoom App page, select Enable Zoom App within Zoom Meeting Client.
6. Click Done.

Step 5: Server-to-Server OAuth

1. Select Manage at the top.
2. Select the Server-to-Server app. Copy all three App Credentials.

3. Navigate to the Scopes tab, where you'll need to add scopes for Meeting, Webinar, and User as shown below.

4. Once the scope details have been added, click Continue. Navigate to the Activation page and select Activate Your App.

Provider Zoom Account IDs

Providers using the Zoom Integration need to have a profile on the app and be an admin of the team they will be facilitating sessions/events for inside the app. Once they have a profile, the Super Admin in the app needs to add the Zoom Account ID to each provider profile.

• To do this, the Super Admin will navigate in the app to the menu > dashboard > member > search for the member > click on the provider’s profile > click Accounts & Permissions > paste in their corresponding Zoom Account ID and Save.

To find the Zoom Account ID:

• Login to an administrator Zoom account on zoom.us.
• Navigate to the “User Management” section (left side menu)
• Click Users
• Locate the email address for the provider you are configuring
• Copy the email address
• Go to the provider's profile in the app
• Click their Account and Permissions tab
• Paste this into the provider's profile under "Zoom Account ID" and Save at the top of the page
• Repeat these steps for each provider

Have a question? Reach out to our team at pesupport@continuumcloud.com.