Gaining admin pre-approval for Perform’s Zoom integration

To allow your team access to Perform’s Zoom integration, you’ll need admin pre-approval.

If you’ve tried to connect Zoom to Perform but are being prompted to gain admin pre-approval, here’s how to do so.

How do I know if I need pre-approval?

If you’re using a personal Zoom account (free or paid), pre-approval of Zoom apps is not required.

If you’re on a business Zoom account, you will need permission from your Zoom admin.

How to request pre-approval

1. Visit our app page within the Zoom App Marketplace.
2. Click “Install.”

3. Click “Request Pre-approval.”

Getting your request accepted

You’ve requested pre-approval, but your Zoom admin still needs to accept your request.

Here’s how to let them know you’ve requested their help:

1. Go to your “Account Profile” page within Zoom Settings (here’s a shortcut to your Account Profile).
2. The “Account Owner” line shows the email address of your organization’s Zoom account admin.

3. Send your admin an email requesting they reach out to Perform’s support team for any help vetting and/or connecting the Zoom integration. (Feel free to copy and paste the template below.)

Approval request email template

​Send to: YOUR ZOOM ADMIN

Hello,

I am trying to use a free Zoom app called The Predictive Index. Can you please approve it for use?

You should have received an email from Zoom support with these instructions: https://support.zoom.us/hc/en-us/articles/360032447812-Managing-Zoom-Marketplace

You can also approve the app from this Zoom marketplace listing page: https://marketplace.zoom.us/apps/xwlydKrzRnOvk-iYtIX83w​

The Predictive Index's security info is avaiable here: https://www.predictiveindex.com/security/.​

If you have questions about what the app does, or other security questions, The Predictive Index has a support team you can contact here.

Thank you!

Approving Perform’s Zoom app (Zoom admins)

Are you a Zoom account owner or someone with admin access? Here’s how you can approve the above request:

1. Update Zoom Marketplace pre-approval settings for all apps.
2. Allow pre-approval for just The Predictive Index.

Note: Account admins need to allow the Zoom Apps button to be visible. We also recommend you turn off pre-approval of Marketplace apps.

Update Zoom Marketplace pre-approval settings for all apps

To adjust your overall pre-approval settings, you can change your Zoom account’s general permissions.

To do so:

1. Navigate to https://marketplace.zoom.us/ and sign in as an admin or account owner.
2. In the top-right corner of the Marketplace, click “Manage.”
3. In the My Admin Dashboard section, click “Permissions.”
4. Look for the option titled “Require publicly listed apps on the Zoom App Marketplace to be pre-approved for your users as needed.”
5. If the setting is disabled, click the toggle to enable it. If a verification dialog displays, click Turn On to verify the change.
6. (Optional) Select the “Allow publicly listed apps created by Zoom to be installed without admin pre-approval” checkbox to exempt Zoom-created apps from pre-approval by an admin.
7. (Optional) Select the “Allow publicly listed apps created by users in your account to be installed without admin pre-approval” checkbox to exempt apps created by a member of your organization from pre-approval by an admin.

Allow pre-approval for just The Predictive Index

Alternatively, Zoom account owners and admins can search for any app on the Zoom Marketplace and pre-approve just one.

Here’s how:

1. Sign in to https://marketplace.zoom.us/.
2. Search for an app and click on the icon to select it.
3. In the “Who can install” section, enable the “Pre-approve” toggle.

By default, “Allow all users on your account to install this app” is selected. If you would like to instead pre-approve the app for certain users or groups:

1. Select “Allow specific users or user groups to install this app.”
2. Click “Add users.”
3. Add users with the following options:

• Add an individual user: Enter the email address of the user in your account and click “Add.” Repeat this process as necessary to include additional users.
• Add a user group: Enter the group name of the user group in your account and click “Add.” Repeat this process as necessary to include additional user groups.

Note: A combination of individual users and user groups can be given access to a pre-approved app.

For more details on this process, visit Zoom’s support center for admin deployment (linked here).

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