C
Core
IQ
Platform
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Dashboard
▢
Customers
👤
Users
◽
Apps
♥
Health
System
▶
Sessions
📋
Audit Log
🔗
Webhooks
⚙
Settings
Core IQ
/
Dashboard
Onboard New Customer
Step 1 of 5
×
1. Basics
2. Products
3. Workspace
4. First User
5. Review
Customer Name
*
Plan
Trial
Starter
Pro
Enterprise
Select products to enable
*
Gather IQ
Data collection for Zoom Phone deployments
Project IQ
Project management — Gantt, CPM, @mentions
Workspace Name
*
A workspace is a deployment environment within the customer (one per Zoom Phone site is typical).
Full Name
*
Email Address
*
Role
PSO Owner
PSO Admin
PSO Engineer
An invite email with a 48-hour magic link will be sent to this address.
Customer created!
Add Customer
×
Customer Name
Slug
(URL-safe identifier)
Status
Active
Suspended
Add User
×
Full Name
Email Address
Role
— Select role —
Platform Owner
Platform Admin
Platform Engineer
Customer Admin
Customer Engineer
Customer Collaborator
Customer
— Platform user (no customer) —
Temporary Password
(leave blank to send invite link)
Edit User
×
Full Name
Email Address
Role
— No role —
Platform Owner
Platform Admin
Platform Engineer
Customer Admin
Customer Engineer
Customer Collaborator
Add Product
×
Product
Gather IQ
Project IQ
Deploy IQ
Seats
Add Workspace
×
Workspace Name
Workspaces are deployment environments within a customer (e.g. one per Zoom Phone deployment).