IM Management Follow

Overview

IM Management allows administrators to assign users in their account to groups that display within the Contacts list on Zoom clients.

Prerequisites

• A paid Zoom account
• Users with Zoom client version 3.5 or later

Instructions

To add an IM Group:

1. Sign into the Zoom web portal as an administrator with permission to edit IM Groups and IM Settings.
2. Click IM Management.
3. Click the IM Settings tab.
4. Enable the IM Groups setting.
5. Click the IM Groups tab.
6. Click Add Group to display the Add Group dialog. 
   This page lets you add a group with the type of Normal, Shared, or Restricted.

   

7. Choose whether to enable either or both of the following settings that let group members search for others:
   • Others in the same email domain
   • Others under same account
8. Click Add.

The following table shows the expected behavior that a user experiences from within a particular group.

Normal IM Group 1

IM Group	Can View IM Group	Can Search Users
Normal IM Group 1	Yes	Yes
Normal IM Group 2	No	Yes
Shared IM Group 1	Yes	Yes
Restricted IM Group 1	No	No

Shared IM Group 1

IM Group	Can View IM Group	Can Search Users
Normal IM Group 1	No	Yes
Shared IM Group 1	Yes	Yes
Shared IM Group 2	Yes	Yes
Restricted IM Group 1	No	No

Restricted IM Group 1

IM Group	Can View IM Group	Can Search Users
Normal IM Group 1	No	Yes
Shared IM Group 1	Yes	Yes
Restricted IM Group 1	Yes	Yes
Restricted IM Group 2	No	No

 

To add users to an IM Group:

1. Click the name of an IM group.

   

2. Click Add Group Members.
3. Enter the first few letters of the email address of the member to be added to the group.

   

4. Check the box to the right of the correct email address, then click Add.