This article offers detailed instructions for Zoom Admins on establishing a connection to our service via OAuth. This integration enables us to efficiently access and manage cloud recordings for all users within your Zoom account. Importantly, individual users will not need to connect their Zoom accounts, which simplifies the process of managing connections and settings directly through the admin interface.
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Before you begin
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Note: For the full admin setup, including the Zoom settings that let Avoma record, see Connect Zoom to record your Zoom meetings. This article covers the Members tab, permissions and disconnecting.
Note: Once the Zoom Workspace level admin connection is successfully established, any individual users within the organization who are connected through user level Zoom accounts will be automatically disconnected.
Permissions Required
- Account permissions - View and manage account info , View and manage sub accounts
- User permissions - View and manage all user meetings
- Meeting permissions - View and manage all user recordings
- Recording permissions - View users information and manage users
Steps to Connect
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In your Avoma dashboard, go to Settings → Organization → Integrations.
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Or, simply click here: Go to Avoma Integrations
- Choose Zoom Workspace click on Configure.
4. On the Workspace connection tab, click on Connect Zoom Workspace.
5. By clicking the Connect button, you will be redirected to the Zoom OAuth login page. Here, you will need to grant the necessary permissions for the Avoma app by selecting the Allow option.
6. After logging in, the admin will see the current status of the Zoom account’s recording settings. To proceed with connecting Avoma across your Zoom workspace, both Cloud Recording and Automatic Recording must be enabled or unlocked.
If these settings are locked and disabled, they will need to be updated in Zoom Account settings page for seamless integration.
For the best experience with Avoma, we also recommend enabling settings like Active Speaker view, Active Speaker view during Screen Share, and Allow Live Streaming. While these features enhance recording quality and real-time capabilities, you can still use cloud recording with the Zoom workspace-wide connection if they remain locked or disabled.
It is important to review these settings carefully before selecting the Save and Apply option.
6. Once you have reviewed and updated the settings, head over to the Members page to check the status of individual settings for all users within your Zoom account.
This page offers a concise overview of how many users require setting updates and details about their current assigned licenses. You can easily update the settings for all users simultaneously by clicking the Update User's Zoom Settings button.
Note: If your organization has Zoom app pre-approval enabled, your Zoom administrator must preapprove “Avoma App for Admins” in the Zoom App Marketplace before connecting.
Search for "Avoma App for Admins" and select Approve. For step-by-step instructions, refer to the Zoom official support article on app approvals
Manage Existing Connection
Transition to the Avoma Assistant (Bot) flow for all users.
Utilize the Zoom Workspace to switch between managing Zoom cloud recordings and accessing the Avoma Assistant. Please be aware that the Avoma Assistant (Bot) will automatically join meetings for users who do not have the appropriate settings or license configured.
Manage Existing Members
You can also examine the Zoom settings and licenses for each user by navigating to the Members tab. Any modifications made to these settings in zoom will be reflected in this view. Admins have the option to update settings for all users simultaneously by using the Update User's Zoom Settings button, or they can manage individual user settings directly within the Zoom interface.
Disconnect Zoom workspace connection
To disconnect the Zoom workspace connection, click the Disconnect button on the Workspace connection tab.
NOTE: After you disconnect the Zoom Workspace, Avoma stops recording Zoom meetings for every member who hasn't connected their own Zoom account. Each member must connect Zoom under Settings → Your account → Recording & Conferencing to keep recording."
Troubleshooting and FAQs
Why can’t I connect? My organization requires Zoom app pre-approval.
If your organization has Zoom app pre-approval enabled, your Zoom administrator must approve the app before anyone can connect. To resolve this:
- In the Zoom App Marketplace, search for Avoma App for Admins.
- Select Approve.
- For step-by-step instructions, refer to the Zoom official support article on app approvals.
Will connecting at the admin level disconnect individual users?
Yes. Once the Zoom Workspace admin connection is established, any users who are connected through individual user-level Zoom accounts will be automatically disconnected.
What happens if Cloud Recording or Automatic Recording is locked and disabled?
The integration requires both Cloud Recording and Automatic Recording to be enabled or unlocked at the Zoom account level. If either is locked and disabled, update the setting in your Zoom Account Settings before proceeding with the connection in Avoma.
Can I still use the Avoma Assistant after connecting at the admin level?
Yes. You can switch between Zoom Cloud Recording and the Avoma Assistant at any time from the Zoom Workspace connection settings. If a user lacks the required settings or license for cloud recording, the Avoma Assistant will join their meetings automatically.
Recap
You’ve connected Zoom Workspace to Avoma via admin OAuth, configured the required recording settings, and know how to manage members and switch recording methods from the Avoma dashboard.