Great!
You’ve got licenses of Zoom IQ for Sales. But now what?
Let’s cover how to assign licenses to your users
so that you can define their roles within Zoom IQ.
To begin, in a web browser,
navigate to zoom.us
and sign in as a Zoom account administrator.
Along the left navigation under Admin,
expand User Management and select Users.
Worth mentioning is this handy link at the top
which lists all of your available licenses by product
as well as how many are already enabled.
We’ve got 10 licenses of IQ for Sales to assign,
so I will search for the name of each user
to assign licenses one by one.
For an individual user,
simply click edit to the far right of their row,
check the box next to IQ for Sales,
and click Save.
Be aware that you can select multiple users at the same time
to apply licenses to those selected
or even utilize the bulk import option.
Zoom does provide a .csv template example as a guide
if you would like to assign licenses in bulk.
With licenses assigned to our users,
it is now time to define their roles within IQ.
Roles are extremely important within IQ for Sales
because this determines what privileges
and data each user has access to.
Along the left navigation in the Admin section,
expand User Management, and select Roles.
Along the top, select Zoom IQ for Sales.
Initially, six pre-defined roles will appear
with the option to create a custom role if necessary.
Let’s briefly explore each role.
Starting at the top is the IQ Administrator.
This role has full privileges to access features,
adjust settings, and manage users.
The next three roles closely mirror a typical workplace hierarchy,
especially in terms of access and privileges.
You may have high-level supervisors
who have multiple managers as their direct reports,
followed by sales representatives who report to those managers.
Up next is the Collaborator role.
IQ is a treasure trove of information
that many team members can benefit from.
Anyone who does not have an IQ license
can be assigned to this role.
While the Collaborator role is limited in terms of functionality,
team members across your organization can still benefit
from the great insights discovered using IQ for Sales.
The final role is an External IQ Administrator.
This role will not have access to conversations or deals
but is designed to allow external parties
to assist with things like account configuration.
During your initial account configuration,
you might leverage this role by adding a Zoom tech support specialist here
to assist with the process.
As you assign IQ for Sales licenses to users,
they will be automatically assigned to the Sales Representative role by default
but you can shift them to any role you choose.
To see who is assigned to a specific role,
click on either the role name
or the number of members.
Under the Role Members tab
you will see everyone assigned to this role.
In my instance, Morgan is a Sales Manager,
so I will click on the triple dots to the far right of her name
and quickly move her to another role.
Again, for most teams these six roles are all that you should need
but depending on the needs of your organization,
you might want to explore making a custom role.
Simply click Add Role,
give your custom role a name and an insightful description,
then select which permissions the role should have.
For this custom role, I am adding a few leads from the marketing team.
I need them to be able to access conversations,
check out the conversation metrics,
and comment as necessary.
However, this role does not need access to any information
surrounding the ongoing deals
so I will leave these boxes unchecked.
With permissions set, I can scroll back to the top,
select the Role Members tab
and click the blue Add Members button to assign the role as necessary.
To recap what we’ve covered,
we have assigned Zoom IQ for Sales licenses to team members,
then assigned those same team members to specific roles
with varying levels of permissions,
and even explored creating custom roles.
You are now one step closer to sales insight bliss.