Managing channels in zoom app
Users who own or administer accounts can access the web portal to view, create, and manage channels for their accounts. Additionally, you have the option of assigning and removing individual users and user groups to channels, using the attributes of the IdP in order to assign individual users and IM groups to channels, or automatically assigning users to channels based on their SAML attributes. There is the ability for administrators to modify chat channel settings and permissions via the web portal, rather than having to log into the desktop client directly to adjust these settings and permissions.
Notes:
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There is a limit of 1,000 members per channel that can be created using the web portal.
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The number of admins that can be added to help manage a channel is up to 50 admins who can assist in managing the channel.
There are a number of differences between group chats and channels, including:
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Users can start group chats in one of two ways; either by starting a chat with two or more users; or by inviting users to join a single-on-one chat that already exists.
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There are no privacy controls in group chats that are found in channels. Additionally, it is not necessary to name the topic in group chats.
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The Zoom web portal does not allow you to manage group chats. In order to manage group chats, only the admins of the group can use the desktop client or mobile app on their devices.
Prerequisites for managing channels
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An account with Zoom that is paid
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Enabled chat (This setting can be found in the account-level settings if the users are allowed to chat with each other)
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In order to access the chat channels, you must be an account owner, an admin or a custom role with this privilege
Channel management in the web portal versus desktop client
In addition to the web portal, the desktop client can also be used to manage channels.
Using the web portal is a great way to:
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A channel can be created by adding users from a particular user group to it. You will be able to see changes made to this user group in the channel you create when you make changes to it (for example, adding or removing users).
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The creation of public or private channels can be prevented for users in certain groups.
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Depending on the existing contact groups, you can create several channels. As soon as you alter these user groups (by adding or removing users, for example) you will see a corresponding update in the channels you have created.
Note: Creating channels through the web portal does not prevent you from adding individual members after they have been created.
The desktop client can be used if you wish to:
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Assign members to another internal channel by adding them to the new channel.
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In order to create a channel, you need to specify the members individually.
How to create chat channels
Create channels based on user groups
A chat channel can be created by admins corresponding to each contact group created, enabling channel creation to get started for your organization’s teams and teams within your organization. For more granular needs, these teams can create their own custom channels. For instance, they may wish to create a channel for all managers in a given department as part of a specific project.
Using this method is a helpful way to create a chat channel based on the individual user group selected, which is very useful when setting up chat channels within every team or department.
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Zoom’s web portal can be accessed by signing in.
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Click on Team Chat Management then select Channels from the navigation menu at the top of the page.
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You can create a channel by clicking on the + button.
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You can create channels for each of the selected groups by choosing the Select Groups option.
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The next step is to click the next button.
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Choose a group or a group of groups from which to create channels.
For each group you select, you will be able to create a new channel.
Note: If the group’s name is already being used as a channel name, the web portal will require you to resolve the naming conflict by entering a new channel name. Click Continue after resolving the conflicts. -
As soon as the conflicts have been resolved, click the Continue button.
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Please fill in the following columns with the information that is required:
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Name: There is a default setting that allows you to select the channels by selecting the group that you previously selected.
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Type: Choose a channel type from the list.
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Public: There is no restriction on who can join your channel within your organization.
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Private: Your channel can only be accessed by those who have been invited.
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Who Can Add Members:
Note: The setting for Who can add members can only be changed by the owner of the channel or account administrator.-
All channel members: The ability to add members to the channel is available to all channel members.
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Channel owner only: Members can only be added by the channel owner.
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Who Can Send Messages: Messages can be posted in a channel if members of the channel are allowed to do so.
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Everyone: Posts can be made in the channel by any member of the channel.
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Owners only: A channel can only be posted in by the owner of the channel.
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Owner, plus specific people: It is only possible to post in a channel if you are the channel owner or a member who has been designated.
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Can Add External Users by: The channel can be shared with non-members of your organization if you specify the option in the channel settings.
Note: I encourage you to make sure that your external users’ privileges for the channel are reviewed if you decide to enable this option.-
No one: Ensure that no external users can be added to the channel by anyone.
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All channel members: You can add external users to your organization both internally and externally.
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Members in your organization: External users can only be added by members within your organization.
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Channel owner only: External users can only be added by the channel owner.
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New Member Can See History: The new member has the option to view previous messages and files sent before they became a member if it has been selected.
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Channel Owner: It is important to specify who owns the channel. As the owner of the channel, you will be able to modify the name, description, and settings of the channel at any time.
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Please click on the Done button to finish the process.
If you wish to create channels via SAML mapping, you can sync your IdP Groups by syncing them.
Create a channel for multiple user groups
In order to create a common chat channel, this is a useful method for creating a channel that can be used by multiple groups of users, such as all of the groups that make up a department, or all of the other groups within the institution.
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Zoom’s web portal can be accessed by signing in.
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Click on Team Chat Management from the navigation menu, and then click on Channels from the drop-down menu.
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To create a channel, click the + Create Channel button.
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Add members of groups to the single channel by selecting Create a single channel.
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The next step is to click the next button.
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Please provide the following information:
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Name: The name of the channel should be entered here.
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Type: Choose a channel type from the list.
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Public: There is no restriction on who can join your channel within your organization.
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Private: Your channel can only be accessed by those who have been invited.
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Who Can Add Members:
Note: The setting for Who can add members can only be changed by the owner of the channel or account administrator.-
All channel members: The ability to add members to the channel is available to all channel members.
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Channel owner only: Members can only be added by the channel owner.
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Members from outside of the organization: Make sure that the check box is selected if you wish to allow external users to be added to your account. The channel privileges of external users need to be reviewed if you decide to enable this option.
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Message and File History: A new member can view messages and files that have been sent to them before they became a member if this option is selected.
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Please click on the Continue button.
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Please provide the following information in the form below:
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As soon as you have selected Add Groups to Channel, type in a name for the group and select it after you have finished entering the name. Here you are able to select more than one group at a time.
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Channel Owner: You will need to specify the owner of the channel. Changing the name and description of your channel, as well as adjusting the channel’s settings, can all be done by the channel owner.
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(Optional) Channel Admins: Specify the administrators who will be able to assist in the management of the channel.
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Who Can Send Messages: Messages can be posted in a channel if members of the channel are allowed to do so.
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Everyone: Posts can be made in the channel by any member of the channel.
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Owners only: A channel can only be posted in by the owner of the channel.
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Owner, plus specific people: It is only possible to post in a channel if you are the channel owner or a member who has been designated.
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When you are done, click the Done button.
How to add members or groups to a channel
When you create a channel, you will have the option of adding individual users to it who aren’t part of any of the user groups you have chosen. The channel can also be expanded by adding more groups to it.
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Zoom’s web portal can be accessed by signing in.
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Click on Team Chat Management from the navigation menu, and then click on Channels from the drop-down menu.
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The channel name will appear when you click on it.
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Then click on the Add Members button.
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If you want to add members or groups, you will need to specify them.
Note: As soon as you make a change to any user group (for example, adding or removing the user), the changes will be reflected in the channels you create. -
Save the file by clicking on the Save button.
How to edit channel settings
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Zoom’s web portal can be accessed by signing in.
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Click on Team Chat Management from the navigation menu, and then click on Channels from the drop-down menu.
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Right-click on the ellipsis icon on the right-hand side of the screen and then click on the Edit button.
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The following settings can be changed as necessary:
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Name: You can give your channel a name to make it easier for others to identify you.
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Type: Choose the type of channel you would like to use.
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Public: There is no restriction on who can join your channel within your organization.
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Private: Your channel can only be accessed by those who have been invited.
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Who can add members
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All channel members
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Channel owner only
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Members from outside of the organization
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External users can be added: The channel can be added to by users who are outside of your company if that option is selected.
Note: I encourage you to make sure that your external users’ privileges for the channel are reviewed if you decide to enable this option.-
By all channel members: You can add external users to your organization both internally and externally.
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By members in your organization: You can only add external users if you are one of the internal members of your organization.
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By channel owner: External users can only be added by the channel owner.
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Who can send messages: Select the members of the channel who are allowed to post in the channel and allow them to do so.
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Everyone: Posts can be made in the channel by any member of the channel.
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Owners only: A channel can only be posted in by the owner of the channel.
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Owner, plus specific people: It is only possible to post in a channel if you are the channel owner or a member who has been designated.
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Message and File History: The new member has the option to view previous messages and files sent before they became a member if it has been selected.
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Cloud Storage Retention: It is possible to specify how long your messages and files will be stored on the Zoom cloud as long as they are enabled and not locked at the account level. Any retention settings relating to individual accounts or groups will be overridden by channel-specific cloud storage periods.
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Then click on the Save button.
How to delete a channel
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Zoom’s web portal can be accessed by signing in.
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Click on Team Chat Management from the navigation menu, and then click on Channels from the drop-down menu.
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Click the ellipsis button in the right-hand column, then click the Delete button.
How to remove external contacts
The account administrator can view the external contacts that users have added to the account in order to remove them from the list of connected contacts.
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Zoom’s web portal can be accessed by signing in.
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You can access User Management by clicking on the User Management link in the navigation menu.
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The External Contacts option can be found in the Users tab of the page after you have clicked the gear icon in the right-hand corner of the table.
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The additional column will appear after you click Confirm in order to show the number of external contacts each user has.
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In the External Contacts column, you will see the number of a user who has external contacts. After selecting the user, click the number.
The external users that have been added by the selected user will also be shown on your account, along with any channels in which they are active members and who have added them. -
If you want to view the channels or group chats that they are a member of, you can click the View button in the Channels column.
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Please click the ellipsis icon next to the name of a user, and then click Remove from Account next to the name.
How to export channel information
A CSV file can be exported from the web portal by account owners and administrators in order to export a list of channels and/or channel members (for all channels). In the Admin Activity Logs, you will be able to see if you have exported a CSV file.
Export a list of all channels
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Zoom’s web portal can be accessed by signing in.
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Click on Team Chat Management from the navigation menu, and then click on Channels from the drop-down menu.
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Click on Export in the top-right corner of the screen.
Your computer will download a CSV file that contains a list of all Zoom Team Chat channels that are available to you.
Export a list of channel members
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Zoom’s web portal can be accessed by signing in.
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Click on Team Chat Management from the navigation menu, and then click on Channels from the drop-down menu.
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Click on the name of a chat channel from the list of chat channels.
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Click on the Export Members button under the Members tab.
The channel’s members will be downloaded to your computer in the form of a CSV file.
Export a list of search results
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Visit the Zoom web site and sign in to your account.
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Click on Team Chat Management from the navigation menu, and then click on Channels from the drop-down menu.
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Enter the keywords that you are looking for in the search bar.
You will be able to view the results of your search. -
Select Export from the menu in the top-right corner of the screen.
On your computer, you will be able to download a CSV file with a list of the search results that you entered.