WebEx and Mend Integration Setup

What are the Minimum Requirements for a WebEx integration with Mend?

How does an org admin or provider admin setup WebEx via Org Settings?

How are individual provider accounts setup for WebEx?

 

WebEx Video Vendor Integration

Mend offers integration capability with your organization’s existing WebEx account for individual and group video visits.

 

When enabled, all users connecting to an individual or group video visit in your Mend portal will be routed into a WebEx video conferencing session. You’ll have full use of all the tools you’re familiar with on that  platform including breakout rooms, virtual backgrounds, whiteboards, and conference recording.

 

This integration requires setup on your organization’s side, so we recommend sharing the following steps with your in-house IT professional or team.

 

Webex and Mend Integration Setup

Minimum Requirements

Organizations that want to leverage WebEx connectivity in Mend must have a WebEx account, and the organization's WebEx Admin must have a Mend account with Org Admin or Provider Admin permissions.

 

Org Settings Setup

Step 1: Org Settings

The WebEx Admin for your organization will log in to Mend with an Org Admin or Provider Admin account, and click "Org Settings" in the Common Actions menu. 

 

Step 2: Select and Authorize Vendor

Scroll to locate "Video Vendor Settings." If your organization is set up to allow group video scheduling, you may select a vendor for both one-on-one visits and group visits. For one or both of these options, select Cisco WebEx.

 

 

Before this setting can be saved, you will need to click "Authorize." 

 

Step 3: Log in to WebEx

The Authorize button will open a pop-up where you will need to log in to WebEx with an admin account.

Step 4: Accept Permissions

Once you are logged in, you will be prompted to accept permissions for Mend to create, manage, or cancel WebEx meetings. 

After clicking "Accept," you will see that your vendor selection has been authorized, and that the OAuth tokens have been securely stored in the Mend Database. Click Save to return to the Org Settings page.  

 

Provider Setup

Step 1: Edit Providers

Once WebEx is set as the Group Video Vendor in Org Settings, each provider will need their Mend account associated with their WebEx account. 

Click "Providers" in the right-side menu to view the list of providers in your organization. For each provider that will be using the WebEx integration, press "Actions" and "Edit" to locate the WebEx Email Address Field. 

 

 

The address provided here must match the email address the provider uses to log in to your organization's WebEx account.