Positioned4Success™ + Zoom Integration Documentation

Overview and connection requirements

Authorized Positioned4Success™ coaches may connect a Zoom account to create and manage eligible coaching-session meetings from within the platform. Zoom is optional unless a Customer or program requires it.

To connect Zoom, you need an active coach account with integration access, a Zoom account that supports the meeting functionality being used, and authorization to connect that Zoom account. Sign in to Positioned4Success™, open your Profile, locate the Zoom connection, and select Connect Zoom. Sign in to Zoom, review the requested permissions, and select Allow. After returning to Positioned4Success™, confirm that Zoom displays as connected.

How Positioned4Success™ uses Zoom

Positioned4Success™ creates or associates Zoom meeting information with eligible coaching sessions, stores the identifiers, links, and authorization information required to operate the integration, updates meeting lifecycle information, and uses integration records for security and troubleshooting.

The integration does not retrieve or analyze meeting audio or video, cloud recordings, transcripts, or Zoom AI Companion content. It does not use Zoom Personal User Data for advertising profiles or Zoom Customer Content to train general-purpose AI models.

Disconnecting and removing Zoom

To disconnect Zoom from Positioned4Success™, open your Profile, locate the Zoom connection, select Disconnect Zoom, and confirm. The platform will stop new Zoom integration activity and revoke or delete stored authorization credentials as appropriate.

You may also remove Positioned4Success™ from Zoom by signing in to the Zoom App Marketplace, opening Manage Added Apps, locating Positioned4Success™, and selecting Remove or Deauthorize. After removal, we delete associated Zoom authorization data and Zoom-derived user data as required by Zoom’s rules.

Removing Zoom does not automatically delete independent Positioned4Success™ records—such as assessment results, development plans, coaching engagement records, or program records—created and retained for separate purposes. Those records remain governed by our Privacy Policy, Customer agreement, and applicable retention requirements.

For integration support, contact support@thepositionforsuccess.com or (800) 460-9524. For Zoom account or service issues unrelated to Positioned4Success™, contact Zoom through Zoom’s support channels.