Zoom

Connect Zoom so your teammates can work in your Zoom account. You choose an access level for each account, and Squad refuses any teammate action outside that level.

Access levels

Each Zoom account has an access level: Read-only, Schedule meetings, and Full access. Squad refuses any teammate action outside that level. You can also narrow or block single teammates under One teammate at a time.

Level	The connect window describes this level as	Actions teammates can use
Read-only	”Read everything this account can see, such as meetings, webinars, recordings, and whiteboards. Cannot change anything.”	56 of 105
Schedule meetings (recommended)	“Create, reschedule, and cancel meetings, and register people for meetings and webinars. Cannot manage recordings, whiteboards, or settings.”	61 of 105
Full access	”Everything, including recordings, webinars, whiteboards, and settings.”	105 of 105

Schedule meetings is the recommended level. The connect window selects it for you, and you can choose another level. The Zoom sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in. It checks every teammate action against the level you chose, and it refuses actions outside that level.

What teammates can do at each level

Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the teammate searches for the matching action.

Find an action. Open a level and use your browser’s find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask a teammate in plain words, for example “What can you do in my Zoom account?” The teammate can search the Zoom actions for you, and it can see which levels run each action.

Each action shows its name, a one-line description where the Zoom action catalog has one, and its slug. The slug is the ID that teammates use when they call the action.

Read-only

Teammates can use 56 of the 105 Zoom actions at this level:

View deals
View activities
View meetings
View comments
View and search contacts
View conversations
View exports
View files
View interactions
View participants
View playlists
View projects

All 56 actions at this level:

Account details (1)

Action	What it does	Slug
List zra CRM accounts	Lists CRM accounts from Zoom Revenue Accelerator by account IDs.	`ZOOM_LIST_ZRA_CRM_ACCOUNTS`

Activities (3)

Action	What it does	Slug
Download whiteboard session activity	Downloads the activity archive file for a whiteboard archiving session.	`ZOOM_DOWNLOAD_WHITEBOARD_SESSION_ACTIVITY`
Get iq deal activities	DEPRECATED: Use ZOOM_GET_ZRA_DEAL_ACTIVITIES instead (Zoom rebranded IQ to ZRA).	`ZOOM_GET_IQ_DEAL_ACTIVITIES`
Get zra deal activities	Retrieve activities associated with a Zoom Revenue Accelerator (ZRA) deal.	`ZOOM_GET_ZRA_DEAL_ACTIVITIES`

Apps (2)

Action	What it does	Slug
Get marketplace user apps	Retrieves a paginated list of Zoom Marketplace apps installed for a specific user.	`ZOOM_GET_MARKETPLACE_USER_APPS`
Validate marketplace app manifest	Validate a Zoom Marketplace app manifest before submission or update.	`ZOOM_VALIDATE_MARKETPLACE_APP_MANIFEST`

Attendees (1)

Action	What it does	Slug
List webinar registrants	Retrieves the list of registrants for a webinar with registration enabled.	`ZOOM_LIST_WEBINAR_REGISTRANTS`

Collaborators (2)

Action	What it does	Slug
List project collaborators	Lists all collaborators for a whiteboard project, including their roles and permissions.	`ZOOM_LIST_PROJECT_COLLABORATORS`
List users collaboration devices	List collaboration devices associated with a user.	`ZOOM_LIST_USERS_COLLABORATION_DEVICES`

Comments (2)

Action	What it does	Slug
Get iq conversation comments	DEPRECATED: Use ZOOM_GET_ZRA_CONVERSATION_COMMENTS instead (Zoom rebranded IQ to ZRA).	`ZOOM_GET_IQ_CONVERSATION_COMMENTS`
Get zra conversation comments	Retrieve comments for a specific Zoom Revenue Accelerator (ZRA) conversation.	`ZOOM_GET_ZRA_CONVERSATION_COMMENTS`

Contacts (2)

Action	What it does	Slug
List zra CRM contacts	Retrieve CRM contact information from Zoom IQ Revenue Accelerator (ZRA).	`ZOOM_LIST_ZRA_CRM_CONTACTS`
Search company contacts	Search company contacts in Zoom by first name, last name, or email.	`ZOOM_SEARCH_COMPANY_CONTACTS`

Content (1)

Action	What it does	Slug
Get iq conversation content analysis	Retrieve content analysis for a Zoom IQ conversation by its ID.	`ZOOM_GET_IQ_CONVERSATION_CONTENT_ANALYSIS`

Conversations (2)

Action	What it does	Slug
List iq conversations	DEPRECATED: Use ZOOM_LIST_ZRA_CONVERSATIONS instead (Zoom rebranded IQ to ZRA).	`ZOOM_LIST_IQ_CONVERSATIONS`
List zra conversations	List all conversations in Zoom Revenue Accelerator.	`ZOOM_LIST_ZRA_CONVERSATIONS`

Custom fields (1)

Action	What it does	Slug
List marketplace app custom fields	Retrieve custom fields configured for a Zoom Marketplace app.	`ZOOM_LIST_MARKETPLACE_APP_CUSTOM_FIELDS`

Deals (4)

Action	What it does	Slug
Get iq deal	Get details of a specific deal in Zoom Revenue Accelerator (formerly Zoom IQ).	`ZOOM_GET_IQ_DEAL`
List iq deals	DEPRECATED: Use ZOOM_LIST_ZRA_DEALS instead (Zoom rebranded IQ to ZRA).	`ZOOM_LIST_IQ_DEALS`
List zra CRM deals	Retrieve CRM deal information from Zoom Revenue Accelerator (ZRA).	`ZOOM_LIST_ZRA_CRM_DEALS`
List zra deals	List deals from Zoom Revenue Accelerator (ZRA).	`ZOOM_LIST_ZRA_DEALS`

Exports (2)

Action	What it does	Slug
Download whiteboard export	Downloads the exported whiteboard content for a completed whiteboard export task.	`ZOOM_DOWNLOAD_WHITEBOARD_EXPORT`
Get whiteboard export status	Retrieves the status of a whiteboard export task by its task ID.	`ZOOM_GET_WHITEBOARD_EXPORT_STATUS`

Files (2)

Action	What it does	Slug
Download imported whiteboard file	Downloads a specific file that was imported into a whiteboard, including images, PDFs, DOCX, and other supported file formats.	`ZOOM_DOWNLOAD_IMPORTED_WHITEBOARD_FILE`
List archived files	Lists archived meeting and webinar files within a specified date range (max 7 days).	`ZOOM_LIST_ARCHIVED_FILES`

Interactions (2)

Action	What it does	Slug
Get iq conversation interactions	DEPRECATED: Use ZOOM_GET_ZRA_CONVERSATION_INTERACTIONS instead (Zoom rebranded IQ to ZRA).	`ZOOM_GET_IQ_CONVERSATION_INTERACTIONS`
Get zra conversation interactions	Retrieves interaction details for a specific Zoom Revenue Accelerator (ZRA) conversation.	`ZOOM_GET_ZRA_CONVERSATION_INTERACTIONS`

Leads (1)

Action	What it does	Slug
List zra CRM leads	Retrieve CRM lead information from Zoom IQ Revenue Accelerator (ZRA).	`ZOOM_LIST_ZRA_CRM_LEADS`

Meetings (4)

Action	What it does	Slug
Get a meeting	Retrieves detailed information about a Zoom meeting by its ID.	`ZOOM_GET_A_MEETING`
Get a meeting summary	IMPORTANT: This action requires a PAID Zoom account (Pro, Business, or Enterprise plan).	`ZOOM_GET_A_MEETING_SUMMARY`
List meetings	This Zoom API lists a user’s scheduled meetings using the me value for user-level apps, excluding instant meetings and only showing unexpired ones.	`ZOOM_LIST_MEETINGS`
List past meeting instances	Retrieve all UUIDs for past instances of a given meeting.	`ZOOM_LIST_PAST_MEETING_INSTANCES`

Participants (2)

Action	What it does	Slug
Get past meeting participants	Retrieves the list of participants who attended a past (ended) Zoom meeting.	`ZOOM_GET_PAST_MEETING_PARTICIPANTS`
List webinar participants	Get a list of past webinar participants with a Pro plan or above plus an add-on.	`ZOOM_LIST_WEBINAR_PARTICIPANTS`

Playlists (2)

Action	What it does	Slug
Get iq user conversations playlists	DEPRECATED: Use ZOOM_LIST_ZRA_USER_CONVERSATION_PLAYLISTS instead (Zoom rebranded IQ to ZRA).	`ZOOM_GET_IQ_USER_CONVERSATIONS_PLAYLISTS`
List zra user conversation playlists	List conversation playlists for a specific user in Zoom Revenue Accelerator.	`ZOOM_LIST_ZRA_USER_CONVERSATION_PLAYLISTS`

Projects (2)

Action	What it does	Slug
Get project	Retrieves detailed information about a specific whiteboard project by its ID.	`ZOOM_GET_PROJECT`
List projects	Lists all whiteboard projects accessible to the user.	`ZOOM_LIST_PROJECTS`

Recordings (2)

Action	What it does	Slug
Get meeting recordings	To download meeting recordings, use download_url.	`ZOOM_GET_MEETING_RECORDINGS`
List all recordings	This text details how to list Zoom cloud recordings for a user, notably by using “me” for user-level apps and requiring an OAuth token for access.	`ZOOM_LIST_ALL_RECORDINGS`

Reports (1)

Action	What it does	Slug
Get daily usage report	The daily report provides Zoom service usage details, like new users, meetings, participants, and minutes per day for a month, requiring a Pro plan or higher.	`ZOOM_GET_DAILY_USAGE_REPORT`

Scorecards (2)

Action	What it does	Slug
Get iq conversation scorecards	DEPRECATED: Use ZOOM_GET_ZRA_CONVERSATION_SCORECARDS instead (Zoom rebranded IQ to ZRA).	`ZOOM_GET_IQ_CONVERSATION_SCORECARDS`
Get zra conversation scorecards	Retrieve scorecards for a specific conversation in Zoom Revenue Accelerator.	`ZOOM_GET_ZRA_CONVERSATION_SCORECARDS`

Sessions (1)

Action	What it does	Slug
Get whiteboard session	Retrieves detailed information about a specific whiteboard session by its session ID.	`ZOOM_GET_WHITEBOARD_SESSION`

Settings (3)

Action	What it does	Slug
List users settings	Retrieve a user’s settings including meeting scheduling, in-meeting features, email notifications, recording, telephony, and security preferences.	`ZOOM_LIST_USERS_SETTINGS`
List zra CRM settings	Retrieve the current CRM API registration information for Zoom Revenue Accelerator (ZRA).	`ZOOM_LIST_ZRA_CRM_SETTINGS`
List zra settings indicators	Retrieve account indicator settings for Zoom Revenue Accelerator (ZRA).	`ZOOM_LIST_ZRA_SETTINGS_INDICATORS`

Templates (1)

Action	What it does	Slug
List meeting summary templates	Retrieve a list of meeting summary templates for a specified user.	`ZOOM_LIST_MEETING_SUMMARY_TEMPLATES`

Users (2)

Action	What it does	Slug
Get marketplace user entitlements	Retrieves marketplace entitlements for a specific Zoom user by ID or ‘me’.	`ZOOM_GET_MARKETPLACE_USER_ENTITLEMENTS`
Get user	Retrieves detailed information about a specific Zoom user by ID, email, or ‘me’.	`ZOOM_GET_USER`

Webinars (2)

Action	What it does	Slug
Get a webinar	Access Zoom Webinar details requires Pro or higher plan and Webinar add-on.	`ZOOM_GET_A_WEBINAR`
List webinars	The API lists all scheduled webinars for Zoom users with a webinar plan, using me for user-level apps.	`ZOOM_LIST_WEBINARS`

Whiteboards (2)

Action	What it does	Slug
Get whiteboard	Retrieves details about a specific whiteboard document.	`ZOOM_GET_WHITEBOARD`
List whiteboards	Lists all whiteboards accessible to the user.	`ZOOM_LIST_WHITEBOARDS`

Other actions (2)

Action	What it does	Slug
List devices	Lists devices in your Zoom account managed through Zoom Device Management (ZDM).	`ZOOM_LIST_DEVICES`
List zra scheduled	List scheduled Zoom Revenue Accelerator (ZRA) items.	`ZOOM_LIST_ZRA_SCHEDULED`

Schedule meetings (recommended)

Teammates can use 61 of the 105 Zoom actions at this level: everything in Read-only, plus:

Create, update, and delete meetings
Create attendees

The 5 actions that this level adds to Read-only:

Works on	Action	What it does	Slug
Attendees	Add a meeting registrant	Registers a participant for a Zoom meeting that has registration enabled.	`ZOOM_ADD_A_MEETING_REGISTRANT`
	Add a webinar registrant	Registers a participant for a Zoom webinar that has registration enabled.	`ZOOM_ADD_A_WEBINAR_REGISTRANT`
Meetings	Create a meeting	Enable Zoom meeting creation via user-level apps with “me”.	`ZOOM_CREATE_A_MEETING`
	Delete a meeting	Delete or cancel a scheduled Zoom meeting.	`ZOOM_DELETE_A_MEETING`
	Update a meeting	To update a meeting via API, ensure start_time is future-dated.	`ZOOM_UPDATE_A_MEETING`

Full access

Teammates can use 105 of the 105 Zoom actions at this level: everything in Schedule meetings, plus:

Create, update, and delete collaborators
Create, update, and delete comments
Create and delete conversations
Create, update, and delete whiteboards
Create, update, and delete projects
Create, update, and delete settings
Delete activities
Create and delete files
Create account details
Create contacts
Create deals
Create exports

The 44 actions that this level adds to Schedule meetings:

Account details (1)

Action	What it does	Slug
Create zra CRM accounts	Create or update CRM accounts in Zoom Revenue Accelerator (ZRA).	`ZOOM_CREATE_ZRA_CRM_ACCOUNTS`

Activities (2)

Action	What it does	Slug
Delete iq deal activities	DEPRECATED: Use ZOOM_DELETE_ZRA_DEAL_ACTIVITIES instead (Zoom rebranded IQ to ZRA).	`ZOOM_DELETE_IQ_DEAL_ACTIVITIES`
Delete zra deal activities	Delete activities from a Zoom Revenue Accelerator (ZRA) deal.	`ZOOM_DELETE_ZRA_DEAL_ACTIVITIES`

Collaborators (6)

Action	What it does	Slug
Add project collaborators	Adds one or more collaborators to a whiteboard project.	`ZOOM_ADD_PROJECT_COLLABORATORS`
Add whiteboard collaborator	Adds one or more collaborators to a whiteboard.	`ZOOM_ADD_WHITEBOARD_COLLABORATOR`
Delete project collaborator	Removes a collaborator from a whiteboard project.	`ZOOM_DELETE_PROJECT_COLLABORATOR`
Delete whiteboard collaborator	Removes a collaborator from a whiteboard.	`ZOOM_DELETE_WHITEBOARD_COLLABORATOR`
Update project collaborators	Updates collaborator permissions for a whiteboard project.	`ZOOM_UPDATE_PROJECT_COLLABORATORS`
Update whiteboard collaborator	Updates collaborator settings for a whiteboard.	`ZOOM_UPDATE_WHITEBOARD_COLLABORATOR`

Comments (6)

Action	What it does	Slug
Create iq conversation comment	DEPRECATED: Use ZOOM_CREATE_ZRA_CONVERSATION_COMMENT instead (Zoom rebranded IQ to ZRA).	`ZOOM_CREATE_IQ_CONVERSATION_COMMENT`
Create zra conversation comment	Create a comment on a Zoom Revenue Accelerator conversation.	`ZOOM_CREATE_ZRA_CONVERSATION_COMMENT`
Delete iq conversation comment	DEPRECATED: Use ZOOM_DELETE_ZRA_CONVERSATION_COMMENT instead (Zoom rebranded IQ to ZRA).	`ZOOM_DELETE_IQ_CONVERSATION_COMMENT`
Delete zra conversation comment	Delete a comment from a Zoom Revenue Accelerator conversation.	`ZOOM_DELETE_ZRA_CONVERSATION_COMMENT`
Update iq conversation comment	DEPRECATED: Use ZOOM_UPDATE_ZRA_CONVERSATION_COMMENT instead (Zoom rebranded IQ to ZRA).	`ZOOM_UPDATE_IQ_CONVERSATION_COMMENT`
Update zra conversation comment	Update a comment in a Zoom Revenue Accelerator conversation.	`ZOOM_UPDATE_ZRA_CONVERSATION_COMMENT`

Contacts (1)

Action	What it does	Slug
Create zra CRM contacts	Bulk import or delete CRM contacts in Zoom Revenue Accelerator.	`ZOOM_CREATE_ZRA_CRM_CONTACTS`

Conversations (8)

Action	What it does	Slug
Create iq conversation	DEPRECATED: Use ZOOM_CREATE_ZRA_CONVERSATION instead (Zoom rebranded IQ to ZRA).	`ZOOM_CREATE_IQ_CONVERSATION`
Create iq user conversation	DEPRECATED: Use ZOOM_CREATE_ZRA_USER_CONVERSATION instead (Zoom rebranded IQ to ZRA).	`ZOOM_CREATE_IQ_USER_CONVERSATION`
Create zra conversation	Create a new conversation in Zoom Revenue Accelerator (ZRA).	`ZOOM_CREATE_ZRA_CONVERSATION`
Create zra user conversation	Create a new conversation in Zoom Revenue Accelerator for a specific user.	`ZOOM_CREATE_ZRA_USER_CONVERSATION`
Delete iq conversation	DEPRECATED: Use ZOOM_DELETE_ZRA_CONVERSATION instead (Zoom rebranded IQ to ZRA).	`ZOOM_DELETE_IQ_CONVERSATION`
Delete zra conversation	Deletes a ZRA (Zoom Revenue Accelerator) conversation by ID.	`ZOOM_DELETE_ZRA_CONVERSATION`
Update iq conversation host	DEPRECATED: Use ZOOM_UPDATE_ZRA_CONVERSATION_HOST instead (Zoom rebranded IQ to ZRA).	`ZOOM_UPDATE_IQ_CONVERSATION_HOST`
Update zra conversation host	Update the host of a Zoom Revenue Accelerator (ZRA) conversation.	`ZOOM_UPDATE_ZRA_CONVERSATION_HOST`

Deals (1)

Action	What it does	Slug
Create zra CRM deals	Bulk import or delete CRM deals in Zoom Revenue Accelerator (ZRA).	`ZOOM_CREATE_ZRA_CRM_DEALS`

Exports (1)

Action	What it does	Slug
Create whiteboard export	Creates an export task to generate PDF exports and audit logs for specified whiteboards.	`ZOOM_CREATE_WHITEBOARD_EXPORT`

Files (2)

Action	What it does	Slug
Delete recording file		`ZOOM_DELETE_RECORDING_FILE`
Upload whiteboard file	Uploads a file to be used in Zoom Whiteboard.	`ZOOM_UPLOAD_WHITEBOARD_FILE`

Labels (1)

Action	What it does	Slug
Update classification label	Updates an existing classification label in Zoom Whiteboard.	`ZOOM_UPDATE_CLASSIFICATION_LABEL`

Leads (1)

Action	What it does	Slug
Create zra CRM leads	Bulk import CRM leads into Zoom Revenue Accelerator (ZRA).	`ZOOM_CREATE_ZRA_CRM_LEADS`

Projects (3)

Action	What it does	Slug
Create project	Creates a new whiteboard project in Zoom.	`ZOOM_CREATE_PROJECT`
Delete project	Deletes a whiteboard project by its ID.	`ZOOM_DELETE_PROJECT`
Update project	Updates the name of an existing whiteboard project in Zoom.	`ZOOM_UPDATE_PROJECT`

Recordings (1)

Action	What it does	Slug
Delete meeting recordings	Deletes all cloud recordings for a meeting or webinar.	`ZOOM_DELETE_MEETING_RECORDINGS`

Settings (3)

Action	What it does	Slug
Create zra CRM settings	Register a new CRM API integration for Zoom Revenue Accelerator (ZRA).	`ZOOM_CREATE_ZRA_CRM_SETTINGS`
Delete zra CRM settings	Deletes CRM settings for Zoom Revenue Accelerator (ZRA).	`ZOOM_DELETE_ZRA_CRM_SETTINGS`
Update whiteboard share settings	Updates the sharing settings for a whiteboard, controlling who can access and edit the whiteboard.	`ZOOM_UPDATE_WHITEBOARD_SHARE_SETTINGS`

Whiteboards (7)

Action	What it does	Slug
Apply classification to whiteboard	Applies or updates a classification label on a whiteboard.	`ZOOM_APPLY_CLASSIFICATION_TO_WHITEBOARD`
Create whiteboard	Creates a new whiteboard for the authenticated user.	`ZOOM_CREATE_WHITEBOARD`
Delete whiteboard	Deletes a whiteboard by its unique identifier.	`ZOOM_DELETE_WHITEBOARD`
Import whiteboard	Initiates an import of a whiteboard from an external source (Miro, Mural, or Visio files).	`ZOOM_IMPORT_WHITEBOARD`
Move whiteboards to project	Moves one or more whiteboards to a specified Zoom Whiteboard project.	`ZOOM_MOVE_WHITEBOARDS_TO_PROJECT`
Remove whiteboard classification	Removes the classification label from a whiteboard.	`ZOOM_REMOVE_WHITEBOARD_CLASSIFICATION`
Remove whiteboards from project	Removes one or more whiteboards from a specified Zoom Whiteboard project.	`ZOOM_REMOVE_WHITEBOARDS_FROM_PROJECT`

Connect Zoom

Before you start:

You need a Zoom account that you can sign in to.
Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.

Open Apps

Click Settings at the bottom of the sidebar, then Apps.

Add an integration

Under Connected apps, click the Add integration card.

Find Zoom

Find Zoom in the catalog and click it. You can type the name in Search the catalog.

Choose an access level

Under What every teammate can do, choose an access level. It applies to every teammate. The recommended level is marked Recommended.

Choose who may use it

If other people are in your squad, the window also shows Share this account with everyone in this squad. It is ticked for the owner and clear for everyone else. Leave it ticked to let your teammates use the account for anyone’s requests. Clear it to keep the account for your own requests.

Click Connect Zoom

Click Connect Zoom. The Zoom sign-in page opens in a new tab.

Check that it works: Zoom shows under Your connections in its own card, with a row for the account and its access level.

Change the access level

Under Your connections, find the Zoom account.
Click the access level on the account row, or open the account menu (⋯) and click Manage scope. Both open the same window.
Under What every teammate can do, choose the new level.
Click Save access.

The change does not need a new sign-in. Teammates get the new level from their next call.

Set access for one teammate

Every teammate uses the account’s level unless you set something else for it. You can narrow one teammate to a lower level, or block it. Only you and your Administrators see One teammate at a time. The window says “Each teammate can do what’s set above unless you choose otherwise here. A change applies from their next use of it.”

Under Your connections, open the account menu (⋯) on the Zoom account.
Click Manage scope.
Under One teammate at a time, find the teammate.
Choose Default (level name) to follow the account’s level, choose any level of the app, or choose No access.
Click Save access.

A teammate never gets more than the account’s level, even if you choose a higher level for it. Changes apply from the teammate’s next call. A teammate with No access does not see the account.

Use more than one Zoom account

Click + Account on the Zoom card to connect another account. Teammates try the main account first unless they are asked to use a specific one. When other people are in your squad, a person’s own accounts come before shared accounts.

After you click + Account, follow the connect steps above.
Each account has its own access level.
The first account you connect becomes the main account. Its row shows Main account.
To change the main account, open the account menu (⋯) and click Make it the main account. Only you and the Administrators who can see every teammate can do this.
To tell accounts apart, open the account menu (⋯) and click Rename.
Each account is private to the person who connected it unless that person shares it. When other people are in your squad, connecting an account asks whether to share it with everyone. See Who can use an account.

Reconnect or disconnect

Reconnect when the connection has expired, or when you need to change what the account can reach on the Zoom side:

Open the account menu (⋯) and click Reconnect.
Click Reauthorize on Zoom.
Sign in to Zoom and approve the request.

Reconnect signs in to the same account again. It does not add a second connection. Only the person who connected the account can reconnect it. An account whose sign-in has expired shows Needs reconnecting on its row, with a Reconnect button for the person who connected it. Open the account menu (⋯) on the Zoom account and click Disconnect…. A dialog asks you to confirm and says “Your teammates lose access to Zoom through this account.” Click Disconnect. Teammates then lose access to that account at once. If it was the main account, another connected Zoom account becomes the main account.

Costs

Zoom actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.

Troubleshooting

A teammate reports that an action is not allowed on this account.

Cause: the action is outside the account’s access level, or outside the level you set for that teammate.
Fix: choose a higher level in Manage scope. You or an Administrator can also change the teammate’s row under One teammate at a time.

A teammate says it has no access to Zoom, or it does not see the account.

Cause: the teammate is set to No access under One teammate at a time, or the account is not connected.
Fix: you or an Administrator opens Manage scope and changes the teammate’s row. If the account is missing, connect it again.

Connecting or saving fails with “Your subscription isn’t active.”

Cause: your Squad subscription is not active.
Fix: resubscribe. See Manage your subscription.

A teammate says the Zoom connection has expired.

Cause: the sign-in for that account is no longer valid.
Fix: click Reconnect on the account row, or open the account menu (⋯) and click Reconnect.

Common questions

Can I limit what teammates can do in Zoom?

Can I connect more than one Zoom account?

How do I disconnect Zoom?

Open the account menu (⋯) on the Zoom account and click Disconnect…. A dialog asks you to confirm and says “Your teammates lose access to Zoom through this account.” Click Disconnect. Teammates then lose access to that account at once.

Connect apps

Add an MCP server or an API key

Use this when an action you need is not in this app.

Recommended

Analytics

Communication

CRM & Support

Dev & Project Management

E-commerce & Payments

Email & Productivity

File Storage

Finance & Time

Marketing & Social

Scheduling & Meetings

Access levels

What teammates can do at each level

Connect Zoom

Change the access level

Set access for one teammate

Use more than one Zoom account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Connect apps

Add an MCP server or an API key

​Access levels

​What teammates can do at each level

​Connect Zoom

​Change the access level

​Set access for one teammate

​Use more than one Zoom account

​Reconnect or disconnect

​Costs

​Troubleshooting

​Common questions

​Related pages

Connect apps

Add an MCP server or an API key

Access levels

What teammates can do at each level

Connect Zoom

Change the access level

Set access for one teammate

Use more than one Zoom account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Related pages