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

# Installation

> Connect your Zoom account to Rootly via OAuth to enable automatic meeting creation during incidents, with links shared in Slack and Teams channels.

## Before You Begin

<Callout icon="triangle-exclamation" color="#FEF08A">
  We recommend performing the installation with a **shared service account** (e.g., `incidents@yourcompany.com`) rather than a personal account. This ensures the integration continues working if someone leaves the company. Ensure you are logged in as an **Admin** in Rootly.
</Callout>

## Connect Your Zoom Account

To connect Zoom to Rootly, you will authorize Rootly via OAuth. This grants Rootly the permissions it needs to create and manage meetings on your behalf.

<Steps>
  <Step title="Open Rootly Integrations">
    Navigate to **Configuration → Integrations** in Rootly.

    <Frame>
      <img alt="Configuration menu showing Integrations option in Rootly sidebar" src="https://mintcdn.com/rootly/FbVwfmuXGL-DqeaM/images/integrations/zoom/installation/image-1.1.png?fit=max&auto=format&n=FbVwfmuXGL-DqeaM&q=85&s=ff879a200b0f9f1ec253ed7feb32abc5" width="331" height="509" data-path="images/integrations/zoom/installation/image-1.1.png" />
    </Frame>
  </Step>

  <Step title="Find and set up Zoom">
    Search for **Zoom** and click **Setup**.

    <Frame>
      <img alt="Zoom integration card in Rootly integrations catalog" src="https://mintcdn.com/rootly/FbVwfmuXGL-DqeaM/images/integrations/zoom/installation/image-1.png?fit=max&auto=format&n=FbVwfmuXGL-DqeaM&q=85&s=655575bb0dbb01027fdc89a35caf77db" width="522" height="382" data-path="images/integrations/zoom/installation/image-1.png" />
    </Frame>
  </Step>

  <Step title="Sign in to Zoom">
    Select your sign-in method — Google, SSO, or email and password.

    <Frame>
      <img alt="Zoom sign-in method selection screen" src="https://mintcdn.com/rootly/FbVwfmuXGL-DqeaM/images/integrations/zoom/installation/image-2.png?fit=max&auto=format&n=FbVwfmuXGL-DqeaM&q=85&s=3120ed441a625322e57d6c568048d25f" width="520" height="527" data-path="images/integrations/zoom/installation/image-2.png" />
    </Frame>
  </Step>

  <Step title="Select your account">
    Choose the Zoom account you want to connect to Rootly.

    <Frame>
      <img alt="Account selection for Zoom sign-in" src="https://mintcdn.com/rootly/FbVwfmuXGL-DqeaM/images/integrations/zoom/installation/image-3.png?fit=max&auto=format&n=FbVwfmuXGL-DqeaM&q=85&s=caf637e3437f077c8bb8330d41f3b062" width="956" height="408" data-path="images/integrations/zoom/installation/image-3.png" />
    </Frame>
  </Step>

  <Step title="Create or confirm your Zoom account">
    If no Zoom account exists for this email, you will be prompted to create one.

    <Frame>
      <img alt="Zoom account creation prompt" src="https://mintcdn.com/rootly/FbVwfmuXGL-DqeaM/images/integrations/zoom/installation/image-4.png?fit=max&auto=format&n=FbVwfmuXGL-DqeaM&q=85&s=52ba849db94a6860aaafb56ffcbb52f3" width="1365" height="631" data-path="images/integrations/zoom/installation/image-4.png" />
    </Frame>

    <Frame>
      <img alt="Zoom account setup confirmation" src="https://mintcdn.com/rootly/FbVwfmuXGL-DqeaM/images/integrations/zoom/installation/image-5.png?fit=max&auto=format&n=FbVwfmuXGL-DqeaM&q=85&s=a98ee2358541e2ab504c26235ab926c4" width="448" height="564" data-path="images/integrations/zoom/installation/image-5.png" />
    </Frame>
  </Step>

  <Step title="Authorize Rootly">
    Review and accept the OAuth permissions to grant Rootly access to your Zoom account.

    <Frame>
      <img alt="Zoom OAuth permission request for Rootly" src="https://mintcdn.com/rootly/FbVwfmuXGL-DqeaM/images/integrations/zoom/installation/image-6.png?fit=max&auto=format&n=FbVwfmuXGL-DqeaM&q=85&s=6ef4e62d13798065a09859b026f15591" width="644" height="574" data-path="images/integrations/zoom/installation/image-6.png" />
    </Frame>
  </Step>

  <Step title="Confirm connection">
    You will be redirected back to Rootly with a success message. The integration status will show **Connected** with your Zoom account email.

    <Frame>
      <img alt="Zoom integration successfully connected in Rootly" src="https://mintcdn.com/rootly/FbVwfmuXGL-DqeaM/images/integrations/zoom/installation/image-7.png?fit=max&auto=format&n=FbVwfmuXGL-DqeaM&q=85&s=ceb221a6f22c8b0c4ba43663d19aac7f" width="885" height="270" data-path="images/integrations/zoom/installation/image-7.png" />
    </Frame>
  </Step>
</Steps>

<Callout icon="circle-check" color="#DCFCE7">
  Your Zoom account is now connected to Rootly. You can configure meeting name defaults and recording preferences from the integration settings page.
</Callout>

## OAuth Scopes

Rootly requests the following Zoom permissions during authorization:

| Scope           | Purpose                                            |
| --------------- | -------------------------------------------------- |
| `meeting:write` | Create meetings on behalf of the connected account |
| `meeting:read`  | Read meeting details to generate join links        |
| `user:read`     | Read user information to assign hosts              |
| `user_zak:read` | Required by Zoom SDK — not actively used by Rootly |

## Uninstall

**In Rootly:**

1. Go to **Configuration → Integrations** and find **Zoom**
2. Click the **Connected** button to reveal the disconnect option
3. Click **Delete**

<Frame>
  <img src="https://mintcdn.com/rootly/QMD-dNqeYW4BA9dg/images/integrations/common/uninstall-connected.png?fit=max&auto=format&n=QMD-dNqeYW4BA9dg&q=85&s=dbb790e2576c8969bba96bc26c95265f" alt="Click the Connected button to reveal the Disconnect option" width="319" height="188" data-path="images/integrations/common/uninstall-connected.png" />
</Frame>

**In Zoom** (to fully revoke access):

1. Log in to your Zoom account and navigate to the **Zoom App Marketplace**
2. Click **Manage → Apps on Account** or search for the Rootly app
3. Click the Rootly app and select **Remove** or **Disable**