Mend & Zoom
Mend offers integration capability with your organization’s existing Zoom account for group and/or on-on-one video visits.
***This feature is currently in testing. Please reach out to firstname.lastname@example.org to volunteer for beta testing so we can ensure all updates are shared directly with your organization.
When enabled, all users connecting to a video visit in your Mend portal will be routed into a Zoom 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.
Organizations that want to leverage Zoom connectivity in Mend must have a Zoom account, and the organization's Zoom Admin must have a Mend account with Org Admin or Provider Admin permissions.
Org Settings Setup
Step 1: Org Settings
The Zoom 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 Zoom.
Before this setting can be saved, you will need to click "Authorize."
Step 3: Click "Authorize" and Log in to Zoom
The Authorize button will open a pop-up where you will need to log in to Zoom 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 Zoom 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.
Step 1: Edit Providers
Once Zoom is set as Video Vendor in Org Settings, each provider that will be using the integration will need their Mend account associated with their Zoom 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 Zoom integration, press "Actions" and "Edit" to locate the Zoom Email Address Field.
The address provided here must match the email address the provider uses to log in to your organization's Zoom account.
If your organization chooses to switch your Video Vendor to Mend or to another integrated vendor, you may do so in Org Settings. If you choose to deauthorize Mend access to your organization's Zoom account, all video connections will occur in Mend or your newly selected integrated vendor.
On the Zoom side, the following steps may be performed:
- Login to your Zoom Account and navigate to the Zoom App Marketplace.
- Click Manage > Installed Apps or search for the Mend app.
- Click the Mend app.
- Click Uninstall.