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Published April 10, 2026 · Last reviewed April 10, 2026 · EvalSuite Team

EvalSuite for Zoom Workplace: Add, Use, and Remove

This guide covers the full Zoom user lifecycle for EvalSuite: add the app, connect the right Zoom host, use the shipped workflows, and remove access cleanly.

Zoom plan guidance

Zoom account required

You need a Zoom account to install Marketplace apps. If your account requires admin approval, request approval or ask an owner/admin to add EvalSuite for you.

Zoom Workplace Pro and above

Use EvalSuite with scheduled Zoom-backed 1:1s or Team Syncs and post-meeting coaching from Zoom cloud recordings.

RTMS-enabled Zoom host account

Use EvalSuite live transcript coaching during active Zoom calls through Zoom RTMS when RTMS is enabled for the connected host. Zoom controls RTMS availability and pricing separately from EvalSuite.

Before you start

EvalSuite uses Zoom as a meeting provider for shipped meeting workflows. The working surfaces stay in EvalSuite: scheduling, follow-through, action items, recap, and transcript-driven support all live in the EvalSuite workspace.

Use this guide if you need to install EvalSuite from Zoom, connect a Zoom host inside EvalSuite, configure an admin-managed fallback host, or remove Zoom access later.

  • You need a Zoom account to install Marketplace apps.
  • Managers and org admins can connect a personal Zoom Host in EvalSuite.
  • Only org admins can configure the shared workspace fallback host in EvalSuite.
  • If your Zoom account uses admin pre-approval, an account owner/admin must approve EvalSuite before individual users can add it.
  • Zoom meetings do not have to be scheduled in EvalSuite to be useful later. If provider capture can identify the right host but not the right meeting, it lands in the EvalSuite Capture Inbox for manager assignment.
  • Live RTMS coaching is optional. If RTMS is not enabled on the Zoom account, scheduled Zoom meetings and post-meeting cloud-recording coaching can still work.
  • If you want calendar invites to keep their Zoom links aligned automatically, connect Google Calendar or Microsoft Calendar for the meeting organizer in EvalSuite as well.

Add the app

Zoom requires a documentation URL that explains how users add the app. The steps below cover the user-managed install path and the admin-managed rollout path.

Install EvalSuite for yourself from Zoom App Marketplace

Use this path when you are the person who will authorize EvalSuite against your own Zoom account.

  1. Sign in to Zoom App Marketplace with the Zoom account you want EvalSuite to use.
  2. Open the EvalSuite app listing and review the app overview, requirements, and permissions.
  3. Click `Add` in the listing. If you see `Request` instead, your Zoom account owner/admin must approve the app first.
  4. Review the Zoom authorization screen and click `Allow` to authorize the requested permissions.
  5. After Zoom redirects back, finish setup in EvalSuite by opening `Settings -> Integrations -> Zoom Host` and confirming the connected host account.

Pre-approve or add EvalSuite for others as a Zoom admin

Use this path when your Zoom account requires admin approval or when you want a broader rollout across a team.

  1. Sign in to Zoom App Marketplace as a Zoom account owner or admin.
  2. If you want users to request apps first, open `Manage -> Permissions` and confirm whether publicly listed apps require admin approval.
  3. To pre-approve EvalSuite, open the app listing and enable the approval toggle for all users or the specific users/groups you want to cover.
  4. To install it on behalf of users, open the app listing and click `Add for Others`.
  5. Choose `All users` or `Users & Groups`, then click `Allow` to authorize the app for the selected users.

Finish setup inside EvalSuite

Adding the app in Zoom is only the authorization step. You still need to connect the usable Zoom host in EvalSuite before scheduled Zoom-backed meetings can use it.

  1. Sign in to EvalSuite.
  2. Open `Settings -> Integrations -> Zoom Host`.
  3. Confirm the connected Zoom account appears under `Personal Zoom Host`.
  4. If you are an org admin and want broader coverage, continue to the `Workspace fallback host` section and save one admin-owned host for managers who have not connected their own Zoom account yet.

Use case: connect a personal Zoom Host

Use this when a manager wants their own Zoom identity, host controls, meeting ownership, and provider-side artifacts tied to their own Zoom account.

  • Prerequisites: Zoom enabled in EvalSuite, manager or org-admin role in EvalSuite, and a Zoom account that can authorize the EvalSuite app.
  1. Open `Settings -> Integrations -> Zoom Host` in EvalSuite.
  2. Click `Connect Zoom` or `Reconnect Zoom`.
  3. Complete the Zoom authorization flow if prompted.
  4. Return to EvalSuite and confirm the connected account under `Personal Zoom Host`.

Use case: configure a workspace fallback host

Use this when you want one admin-managed Zoom host to cover scheduled Zoom meetings for managers who have not connected a personal host yet.

EvalSuite always prefers the manager-owned personal host first. The workspace fallback host is only used when the manager does not have a personal Zoom Host connected.

  • Prerequisites: org-admin role in EvalSuite, at least one active admin-owned Zoom Host connection in the workspace, and Zoom enabled for the workspace.
  • The shipped model supports one workspace fallback host, not a host pool or round-robin.
  • Overlapping meetings that would reuse the same shared fallback host are blocked instead of silently double-booking it.
  1. Open `Settings -> Integrations -> Zoom Host` in EvalSuite as an org admin.
  2. Under `Workspace fallback host`, choose one active admin-owned Zoom Host.
  3. Click `Save workspace fallback`.

Use case: schedule Zoom-backed 1:1s or Team Syncs

Use this when you want the meeting itself to run on Zoom while scheduling, join links, and follow-through stay in EvalSuite.

For manager 1:1s and Team Syncs, EvalSuite resolves an effective Zoom host in this order: manager personal host first, workspace fallback host second.

  • Prerequisites: Zoom enabled in EvalSuite and an effective Zoom Host connection for the meeting owner.
  • If there is no effective Zoom Host, EvalSuite falls back to the EvalSuite room instead of pretending Zoom is available.
  • Connected Google Calendar or Microsoft Calendar invites can stay aligned automatically with the latest Zoom join link.
  1. Create or edit the 1:1 or Team Sync in EvalSuite.
  2. Choose `Zoom` as the meeting provider when the provider selector is available.
  3. Save the meeting. EvalSuite creates or updates the Zoom meeting on the effective host and stores the provider join information on the meeting record.
  4. If the meeting cannot use Zoom because the effective host is unavailable, fix the host connection or switch the meeting back to the EvalSuite room.

Use case: post-meeting coaching from Zoom recordings

Use this when you want EvalSuite to ingest Zoom cloud-recording transcript artifacts after the meeting and turn them into recap, follow-through, and reviewable coaching output inside EvalSuite.

  • Prerequisites: Zoom Workplace Pro or above, a licensed host with cloud recording enabled, and the meeting mapped to the corresponding EvalSuite meeting context.
  • If the provider artifact belongs to a known Zoom Host but EvalSuite cannot map it to the meeting yet, EvalSuite buffers it into the Capture Inbox for later assignment instead of dropping it silently.
  • Historical coaching output and accepted follow-through remain in EvalSuite after they are created, even if you later disconnect the Zoom host.

Use case: live transcript coaching during active Zoom calls

Use this when you want live Zoom transcript capture to feed active coaching and follow-through cues while the call is still in progress.

EvalSuite uses Zoom RTMS for this path. The live coaching surfaces remain in EvalSuite; the in-Zoom coach UI is not currently shipped.

Zoom currently positions RTMS through the Zoom Developer Pack with usage-based pricing and separate Zoom-side enablement. EvalSuite uses that live stream when the connected Zoom host already has RTMS available.

  • Prerequisites: a licensed Zoom host account with RTMS enabled, Zoom enabled in EvalSuite, and a supported live Zoom transcript path for the mapped EvalSuite meeting.
  • Zoom sets RTMS pricing directly. Confirm current RTMS pricing and entitlement with Zoom before you promise live coaching rollout internally.
  • If the Zoom account does not show RTMS controls or meeting-content access settings, work with your Zoom account owner/admin or Zoom contact to confirm RTMS enablement.
  • When RTMS is active in a meeting, Zoom shows participants its Active Apps Notifier so they can see which app is accessing meeting content in real time.
  • If live capture cannot be mapped to the active EvalSuite meeting immediately, the provider data can stay in the Capture Inbox instead of disappearing.

Remove the app

Removing Zoom access cleanly has two parts: remove the usable Zoom host from EvalSuite, then remove the app from Zoom App Marketplace if you no longer want the Zoom-side authorization in place.

Remove the Zoom host from EvalSuite

Use this when you want EvalSuite to stop using a specific Zoom account for future scheduling and provider capture.

  • EvalSuite removes the stored Zoom connection used by that host.
  • Future scheduled meetings that depended on the removed host are downgraded to the EvalSuite room.
  • If the removed host was also the saved workspace fallback host, EvalSuite clears that fallback so the workspace does not keep advertising a stale shared host.
  1. Open `Settings -> Integrations -> Zoom Host` in EvalSuite.
  2. Under `Personal Zoom Host`, click `Remove from EvalSuite`.
  3. Confirm the removal.

Remove EvalSuite from Zoom App Marketplace

Use this when you want the Zoom-side Marketplace authorization removed as well.

  1. Sign in to Zoom App Marketplace.
  2. Click `Manage`.
  3. Click `Added Apps`.
  4. Find EvalSuite and click `Remove`.
  5. Confirm the removal in Zoom.

Understand the impact of de-authorization

De-authorizing the app stops new Zoom-based scheduling and new Zoom transcript capture for that removed host. It does not retroactively erase historical EvalSuite meeting notes, action items, recaps, or other workspace records already created in EvalSuite.

If you need help with historical data removal in EvalSuite, use the public support page or contact support through your existing privacy and support path.

Troubleshooting and support

Use the Zoom docs for setup-path questions first, then use the public support page if the issue still needs manual tracing or account-specific help.

  • Workspace fallback host setup: `/docs/zoom-workplace-installation-usage-and-removal#workspace-fallback`
  • Personal Zoom Host setup: `/docs/zoom-workplace-installation-usage-and-removal#personal-host`
  • Provider fallback and meeting-behavior questions: `/docs/zoom-workplace-installation-usage-and-removal#zoom-backed-meetings`
  • If the issue still needs manual investigation, contact support at `support@evalsuite.app`.

Sources and verification basis

Need help with a Zoom rollout decision?

Start with the public support page if something is blocked, or create a workspace to test personal-host and workspace-fallback setup with real scheduling flows.

Open Support · Create workspace