CarriersEdge Zoom Integration

Adding the App

1. To use the app, your Carrier Admin must grant your carrier access to Zoom meeting functionality with the events feature on our platform, by going to the CarriersEdge settings and enabling the "Connect Zoom" option.

2. You can directly add the App to your Zoom account from Zoom Marketplace, but you will only be able to use it once you have been granted access by Carrier Admin.

   1. Login to your Zoom Account and navigate to the Zoom App Marketplace.

   2. Search for the "CarriersEdge" app.

   3. Click on Add button.

3. Once your Carrier Admin has granted you access, you can add the App when you create an event on the CarriersEdge platform by selecting the event type as Virtual Event or Hybrid Event.

4. After filling in the form with the Event data and clicking save, the CarriersEdge platform will ask you to log in to Zoom and authorize the use of the "CarriersEdge" app.

Using the App with your CarriersEdge’s account

The Event functionality is restricted to users with a manager role or higher.

For Event with Zoom meeting(Virtual Event or Hybrid Event) the facilitator must be the same user as the logged-in user for creation, update and delete actions.

The Zoom meeting is only created for future events. If the event is from a past date, the platform will not create a Zoom meeting in the user's Zoom account.

Removing the App

1. Login to your Zoom Account and navigate to the Zoom App Marketplace.

2. Click Manage → Added Apps or search for the "CarriersEdge" app.

3. Click the "CarriersEdge" app.

4. Click Remove.