How do I connect my Zoom account?

Within InterviewPlanner, it's possible to connect your Zoom account so that you can generate Zoom Meeting URLs when scheduling a candidate for an interview. This is useful if any member of the interview (candidate or interviewer) will be remote.

Authorizing if you're a Zoom admin

If you're a Zoom admin, it's very straightforward to connect your account. To do this, you need to head to your "Integrations" page in InterviewPlanner. When you click the "Edit" button for the "Video conferencing" section, you should see the "Connect your account" button.

Clicking on that will take you to Zoom to authorize access to InterviewPlanner. If you're not an admin, you see a message saying that you cannot authorize the app.

Once you connect your Zoom account, it will enable Zoom for everyone on your InterviewPlanner account.

Authorizing if you're not a Zoom admin

If you're not a Zoom admin, there are two ways that you can still connect your account.

Pre-approval and permissions

The first way is by having your Zoom admin pre-approve the InterviewPlanner Zoom app and giving you the necessary permissions.

To pre-approve, send your Zoom admin a link to the InterviewPlanner Zoom app and have them toggle the switch in the top right corner to grant pre-approval.

Once it's been pre-approved, they'll need to make sure you have the necessary permissions for the app. The best way to do that is to create a new dedicated Zoom role, add the permissions to this role, and then add you to this role.

This can be done by going the "Zoom Roles" page and clicking on the "+ Add Role" button in the top right. We recommend calling the role "InterviewPlanner" and making the description "Role with the necessary permissions for InterviewPlanner to schedule interviews".

Once the role is created, the following role permissions will need to be added. Remember that these aren't permissions given to InterviewPlanner, they're permissions given to the user who will authorize InterviewPlanner. The actual permissions requested by InterviewPlanner can be seen in the screenshot above.

• User and Permission Management
  • Users: View and Edit - This is to be able to list users and manage meetings. Unfortunately, this is the most granular role permission Zoom offers.
• Zoom Rooms Management
  • Zoom rooms: View - This is to be able to get a list of Zoom rooms.

Once these changes have been saved, this new role needs to be assigned to the person who will be managing the InterviewPlanner account.

Once the app has been pre-approved and the role has been set, you should be able to follow the instructions detailed in the "Authorizing if you're a Zoom admin" section above.

Have an admin connect their account

If your Zoom admin doesn't feel comfortable delegating the permissions listed above, an alternative method is to have your Zoom admin log into InterviewPlanner connect their account by following the instructions detailed in the "Authorizing if you're a Zoom admin" section above.

This method can only be done once your InterviewPlanner account has been created and they can log into it.

Create a Zoom Meeting for a schedule

Once you've connected your Zoom account, you'll be able to enable video conferencing. Just like with most scheduling settings, you can enable it on a specific stage if that stage is meant to always be conducted over Zoom.

You can also keep it disabled on the stage, and enable it on a case-by-case basis for specific candidates that need to be scheduled remotely.

Disconnect Zoom

If you no longer wish to have your Zoom account connected to InterviewPlanner, you can uninstall it by logging into your Zoom account, navigating to the "Installed Apps" page on the Zoom Marketplace, and clicking on the "Uninstall" button.

More information

For more information about how Zoom works with InterviewPlanner, take a look at the Zoom section of the FAQ. And if you have any additional questions, don't hesitate to reach out!