Creating a delegate in Zoom is a fantastic method to elevate your virtual meetings and events. Delegates can support with a variety of tasks, from managing participants to sharing screens and even hosting breakout rooms. In this article, I will walk you through the steps of establishing a delegate in Zoom, offering personalized tips and insights along the journey.
Setting Up Zoom Delegation
Before we jump into creating a delegate, it’s important to note that this feature is only available for Zoom Pro, Business, Education, or Enterprise users. If you are using a free Zoom account, you may need to upgrade to access this functionality.
To create a delegate, you’ll first need to log in to your Zoom account using your credentials. Once logged in, navigate to the Zoom web portal by clicking on your profile icon at the top right corner and selecting “Settings.” This will take you to the Zoom settings page where you can manage various account options.
Now, scroll down the settings page until you find the “User Management” section. Under this section, click on “Roles & Permissions” to access the role management settings.
Creating a Custom Role
In order to create a delegate, we’ll need to create a custom role with specific permissions. Click on the “Add Role” button to start creating a new role.
Here’s where the personal touches and commentary come in. You’ll want to give your delegate role a name that reflects its purpose. For example, if your delegate is responsible for managing participants, you could call the role “Participant Manager Extraordinaire.”
Next, you’ll need to assign the appropriate permissions to this role. Zoom provides a list of permissions that you can enable or disable for the custom role. Take some time to think about the tasks you want your delegate to handle and select the corresponding permissions accordingly.
For instance, if you want your delegate to be able to start and manage breakout rooms, make sure to enable the “Breakout Room Management” permission. If your delegate will be assisting with screen sharing, enable the “Screen Sharing” permission as well.
Once you have configured the permissions for your custom role, click on the “Save” button to create the role.
Assigning the Role to a User
Now that we have our custom delegate role, it’s time to assign it to a specific user. Scroll down to the “Users” section on the role management page and click on the “Add User” button.
In the pop-up window, enter the email address of the user you want to assign as a delegate. If the user is already a member of your Zoom account, their email address should auto-populate. Otherwise, you can manually enter their email address.
Once you have entered the user’s email address, select the custom delegate role you created from the “Assign Role” drop-down menu. This will assign all the permissions associated with the role to the selected user.
Finally, click on the “Add” button to add the user as a delegate.
Conclusion
Creating a delegate in Zoom can significantly improve the efficiency and effectiveness of your virtual meetings. By assigning specific permissions to a user, you can empower them to take on important tasks and responsibilities. Remember to choose a descriptive name for your delegate role and carefully select the appropriate permissions.
Now that you know how to create a delegate in Zoom, go ahead and delegate some of the meeting management tasks to lighten your load. Happy Zooming!