> ## Documentation Index
> Fetch the complete documentation index at: https://docs.minoa.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoom

> Connect Zoom to Minoa with OAuth.

Connect Zoom and Minoa pulls your call transcripts into every business case. Zoom uses OAuth, so there's no API key to copy. You sign in and authorize.

<Info>
  You need admin rights in both Minoa and Zoom to connect. Minoa connects one recorder at a time, so disconnect any current recorder first.
</Info>

## Connect Zoom

<Steps>
  <Step title="Open integration settings">
    In Minoa, go to **Settings → Integrations** and click **Zoom**.
  </Step>

  <Step title="Authorize">
    Click **Connect**, sign in to Zoom in the popup, and approve the access request.
  </Step>

  <Step title="Confirm the sync">
    Minoa starts pulling in your recent calls. They show up in the context panel of your accounts and deals within a few minutes.
  </Step>
</Steps>

Next, [select calls in a business case](/pages/integrations/call-recording/overview#how-calls-become-context).

## Sync calls from only an approved group

By default, Minoa can pull cloud recordings from every host the Zoom user who authorizes the connection can see. If you only want calls from a specific team, like Sales, scope the connection on Zoom's side so other hosts' recordings are never discovered.

### How it works

Two controls work together:

1. **Zoom role scope.** A dedicated Zoom integration user holds a custom role scoped to an approved Zoom group. Zoom then only returns recordings hosted by users in that group.
2. **Internal-call filter.** Within that group, Minoa skips meetings where every identifiable participant is internal, and keeps calls that include an external participant.

### Set it up

For click-by-click Zoom admin steps (creating groups, roles, and users), see Zoom's [role management guide](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064983).

Enable only these permissions on the custom role:

* **Users:** View
* **Recording and transcript management:** View
* **View the recording and transcript content:** View
* **Usage reports:** View
* **Marketplace:** View and Edit (so the integration user can authorize the Minoa app)

For Users, recordings, recording content, and reports, choose **Custom Scope** and select only the approved group. Do not select **Entire Account**, and do not grant any other Edit permissions. A Zoom user can hold only one role, so assign this custom role to a dedicated integration user rather than replacing a human admin's role.

<Steps>
  <Step title="Create or pick the approved group">
    In Zoom, create a user group that contains the recording hosts whose calls should reach Minoa, or use an existing one.
  </Step>

  <Step title="Confirm every intended host is in the group">
    Include anyone whose recordings should sync, even if they don't have a Minoa seat.
  </Step>

  <Step title="Create a dedicated Zoom integration user">
    Don't authorize with a named employee's account. Use a dedicated integration user so the connection stays stable when people change roles.
  </Step>

  <Step title="Create the custom role">
    Create a custom Zoom role with the permissions listed above.
  </Step>

  <Step title="Set Custom Scope to the approved group">
    For Users, recordings, recording content, and reports, set the scope to the approved group. Never use **Entire Account**.
  </Step>

  <Step title="Assign the role to the integration user">
    Assign the custom role to the dedicated integration user.
  </Step>

  <Step title="Verify the scope in Zoom">
    Sign in to Zoom as the integration user and open Recording and Transcript Management. You should only see hosts from the approved group.
  </Step>

  <Step title="Connect Zoom in Minoa">
    In Minoa, go to **Settings → Integrations**, click **Zoom**, and connect while signed in to Zoom as the integration user.
  </Step>

  <Step title="Confirm the first sync">
    After the initial sync, check that the expected calls appear on your accounts and deals.
  </Step>
</Steps>

<Note>
  This is a host-based access boundary, not a meeting-purpose classifier. A non-sales meeting hosted by an approved user is still in scope, so only add people whose recordings should reach Minoa. Changing the group affects future syncs only. Reach out to [support@minoa.io](mailto:support@minoa.io) if you need help or have questions.
</Note>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Do I need admin access in Zoom?">
    Yes. The connection is workspace-wide, so you need an admin role in Zoom to approve the access Minoa requests during the OAuth flow.
  </Accordion>

  <Accordion title="The authorization popup didn't work">
    Allow popups for Minoa in your browser and click **Connect** again. If it still fails, sign in to Zoom in another tab first, then retry.
  </Accordion>
</AccordionGroup>


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