When configured within any paid Zoom account,
Zoom Team Chat admins can manage chat settings, reporting,
channels, and more. To begin, sign in to the Zoom web portal as the account owner or an
administrator with role management privileges. Locate Admin in the left column. Click to expand
User Management then select Roles. Identify any existing account administrators by clicking on the
number of members. Optionally, add additional administrators by clicking +Add Members.
Search for the name of a user with an account in your organization, and click Add.
Next, click the Role Settings tab. Here you can see those in the admin role have
many customizable privileges and are likely already managing many areas of the account.
To ensure your admins have permissions related to Team Chat, select Chat Management.
Select which functions you’d like the admin to be able to perform including channel and API message
management options. Next, select Reports and then locate Chat History. If enabled,
administrators can view and manage chat history; including the ability to delete chat messages.
Note that whichever permissions you select within Role Settings
will apply to any user assigned this role. If you wish to restrict the number of users
who can access certain chat information, creating a custom role is recommended.
To create a custom, dedicated Zoom Team Chat admin role for your organization,
click Back to Roles, then +Add Role. Name and optionally describe the role, then click Add.
From here you may configure custom role settings,
including those specific to Team Chat that we previously covered. When you’re finished, click
the Role Members tab and add one or more users who will manage Zoom Team Chat. Once permitted,
admins can configure Zoom Team Chat settings for the entire account, or for specific groups.
Click Account Management, then Account Settings - for entire account management -
or select User Management, then Groups and any specific group you’d like to manage.
You must first have configured a group for it to appear here.
Let’s return to account settings and select the Zoom Chat subsection.
There are many options for customizing Zoom Team Chat to meet your organization’s needs.
For example, in Sharing, enable or disable users from sharing video messages in chats.
In Security, select the degree to which users can chat with people outside of your organization;
or, in Storage, use the Cloud storage toggle to determine whether or not Zoom Team Chat messages
will be stored in the cloud. If desired, some settings can be locked at the account level so
that they cannot be changed at the group level. If left unlocked, settings can be
customized for specific groups. Keep in mind, if a user is in two groups that have different
settings configured, the more restrictive settings apply to that user by default.
For new and experienced admins, it’s worth reviewing all the options on this page to see
the many ways there are to customize Team Chat for the needs of your organization.
Zoom Team Chat gives admins the ability to access select chat reports. To do so,
go to Account Management, then Reports. Click User Activity Reports, then Chat History. If permitted
and chat cloud storage is enabled, admins may view, download, or delete chat messages.
You may use parameters to narrow your search. Note that the chat type and other details are shown.
Your admin is now ready to help you get the most out of Zoom Team Chat!