Overview

Zoom includes a feature called "scheduling privilege" which allows a delegate to create and manage a Zoom meeting on behalf of the meeting owner (also referred to as the "delegator" or "principal") 

If you require assistance please call the TMSS Office at 804-287-6500 or email telecom@richmond.edu.

Details / Instructions

Prerequisites for using scheduling privilege

• The delegate and delegator must be University of Richmond licensed Zoom users, using the urichmond.zoom.us Zoom server and SSO authentication.
• Scheduling privilege must be enabled on the account by an admin (contact TMSS at telecom@richmond.edu or by phone at extension 6500 (804-287-6500) to request scheduling privilege). 
• If scheduling for another user through a Zoom plugin, add-in, or add-on, install the latest version:
  • Outlook plugin
  • Outlook add-in (Scheduling privilege is supported for the add-in on Windows 10 1909, as well as Outlook for Mac 2016, version 16.24 and up)
  • Chrome/Firefox plugins
  • Explanation of the difference between the plugin / add-in functionality: https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0061394

How to set up (enable) scheduling privilege 

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Settings. (opens in new window). 
3. Click the Meeting tab.
4. Under Other, locate Schedule Privilege. 
5. Next to Assign scheduling privilege to, click Add.
6. Under Users, enter a username or email address in the text box.
7. (Optional): Click Add to add more users or email addresses to assign scheduling privilege.
   Note: There is no limit to how many users can be assigned scheduling privilege, but it may appear that you are limited to just 6 users. After clicking Add, scroll the list to view additional rows to assign scheduling privilege. 
8. (Optional) Select the Can manage my private events check box if you want a user(s) to manage your private events and view their details.
   Note: Users with scheduling privilege will see private events but with details hidden if they are not allowed to manage your private events.
9. (Optional): select the Allow above users to manage the recordings for their scheduled meetings check box to allow users with scheduling privilege to access and manage cloud recordings for scheduled meetings.
10. (Optional): click the Cloud Recording checkbox to also allow users with scheduling privilege to access and manage cloud recordings for scheduled meetings.
11. (Optional): click the Reports checkbox to also permit users assigned scheduling privilege to access the reports generated by meetings they are delegates for.
12. Click Save.

If the user was assigned successfully, they will appear under Assign Scheduling Privilege to. However, they will need to sign out of the Zoom desktop client and sign in again before they will be able to schedule for you. 

How to schedule Zoom meetings for another user

Follow the steps in the section above (How to setup (enable) scheduling privilege) and then follow the directions below to schedule a meeting on behalf of another user from a computer, Zoom website, or a mobile device.

Computer (PC and Mac):

1. The user given scheduling privilege will need to sign out of the Zoom client and sign in again for the scheduling privilege option to appear.

2. Sign in to the Zoom desktop app.
3. On the Home  tab, click Schedule .
   This will open the scheduler window.
4. Find the Schedule for section, found below the Topic section, and choose the user you want to schedule for from the drop-down menu.
5. Adjust other meeting settings as needed.
6. Click Save to finish, and open up the calendar you have selected.

Web (https://urichmond.zoom.us):

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Meetings (opens in new window).
3. In the top-right corner, click Schedule a Meeting.
4. In the Schedule For section, click the drop-down menu and choose the user you want to schedule for.
5. Adjust other meeting settings as needed.
6. Click Save to finish.

Mobile Devices (Android/iOS):

The user given scheduling privilege will need to sign out of the Zoom client and sign in again for the scheduling privilege option to appear.

1. Sign in to the Zoom mobile app.
2. On the Meetings  tab, tap Schedule  (The scheduler window will open.)
3. Tap Advanced Options.
4. Tap Scheduling Privilege.
5. Tap the name of the user you want to schedule the meeting for.
6. Adjust other meeting settings as needed.
7. Tap Done to finish scheduling.

See Also

Using scheduling privilege:  https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0061749 (opens in new window).