Managing IM groups Follow

Overview

IM management allows admins to assign users in their account to groups that display within the contacts directory in the Zoom client and app. There are 3 types of IM groups: 

• Private: Only members can see the group automatically. Users who are not in the group can search for users who are in the group.
• Shared: All people in the account can see the group and members automatically. 
• Restricted: No one can see the group or find the members of the group using search except for those in the group. 

Note: IM groups are different than user groups.

This article covers:

• Adding an IM group
• Adding users to an IM group
• Levels of access
• Changing IM group settings
  
  • Changing default IM groups and move users to a group
  • Managing settings for an IM group

Prerequisites

• Paid Zoom account
• Zoom client version 3.5 or later
• Account owner or admin privileges to add or edit IM groups

Adding an IM group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Account Management then IM Management.
3. If IM Groups isn't enabled, click the IM Settings tab and click the IM Groups toggle.
4. Click the IM Groups tab.
5. Click Add IM Group and enter the required information:
   • Group Name: Enter a display name to help identify the IM group.
   • Group Privacy: Select an IM group type.
6. Click Save.

Adding users to an IM group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Account Management then IM Management.
3. Click the name of an IM group.
4. Click Add Group Members.
5. Enter the first few letters of the email address of the member to be added to the group.
6. Check the box to the right of the correct email address, then click Add.

Levels of access

The following table shows the levels of access based on what type of IM group a user is a member of.

(M) = member of IM group

IM group	View IM group	Search users in IM group
Member of a private IM group
Private IM group (M)	✔	✔
Private IM group		✔
Shared IM group	✔	✔
Restricted IM group
Member of a shared IM group
Private IM group		✔
Shared IM group (M)	✔	✔
Shared IM group	✔	✔
Restricted IM group
Member of a restricted IM group
Private IM group		✔
Shared IM group	✔	✔
Restricted IM group (M)	✔	✔
Restricted IM group

 

Changing IM group settings

Changing default IM groups and move users to a group

To change IM group settings for all users in the account:

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Users.
3. Click the Advanced tab.
4. Scroll down to the Change IM Group section to see the following settings:
   • Set default IM group: Select the IM group that users should be added to by default.
   • Switch IM group: Move a group of users from one IM group to another.

Managing settings for an IM group

To change IM group settings for a specific IM group:

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Account Management then IM Management.
3. Click the name of an IM group.
4. Click Advanced Settings below the IM group name.
   You can access these settings:
   • Allow users to search others: Specify if users can search for other users in the same account or master account.
   • Allow users to add contacts: Allow users to add Zoom contacts to their contacts directory. Click an option to set the level of access.
   • Allow users to chat with others: Allow users to chat with internal or external contacts.  Click an option to set the level of access.
   • Third-party archiving: Archive messages and files with a third-party archiving service.
   • File transfer: Allow users to send and receive files in direct messages or group conversations.