Zoom - How to Set Up a Meeting Scheduling Delegate

Getting Started
Setting a Meeting Delegate with a 'scheduling privilege' is designed for a delegate to schedule meetings on behalf of another user.

• You can assign or delegate a user or multiple users in your account to schedule meetings on your behalf.
• You can also schedule meetings on behalf of a user (or multiple users) that has assigned you scheduling privilege.
• Users with Scheduling Privilege on your account will be able to manage and act as an alternative host for all meetings.
  
   

Setting a Delegate
How to Set Scheduling Privilege 

1. Login to your Meeting Settings.
2. Click 'My Meeting Settings' on the left navigation pane.
3. Under Other, click the   next to Assign scheduling privilege to.
   
    
   
   
4. Enter one or more email addresses in the window, separated with a comma.
5. Click Assign.
   
   
   
    
   
   
6. If the user was assigned successfully, they will appear under Assign Scheduling Privilege to
   
   
    
7. If scheduling privilege cannot be assigned because the user is not on the Heifer account, you will receive an error message.
   
   
    

Create a Meeting in Outlook

In Outlook, open calendar of the person you wish to create the Zoom meeting for.(you must be set as a delegate in Outlook beforehand)

• On the person's calendar, right click and select New Meeting Request.
• Now select Schedule a Meeting Zoom
• You will see a Zoom meeting options box.Notice the person's name you have scheduling privileges for appears in the Schedule For box.See screenshot below.
• Click continue and the meeting details are populated into the meeting invite.
• Continue scheduling as you normally would in Outlook.