Configuring moments and conversations sharing

Account owners and admins can enable users to share and download meeting conversations and moments with both internal and external participants.

They can manage:

• Who can manage Moment and Conversation Sharing settings
• Who can view moments and conversations and the scope of content available for sharing
• Who can share moments and conversations
• Sharing of moments and conversations via a link or email
• Setting a link expiration date

Note: Moments was formerly known as the Zoom Revenue Accelerator Clips but was renamed to Moments to avoid confusion with Zoom Clips.

This article covers:

• How to configure Moment and Conversation Sharing settings for Zoom Revenue Accelerator admins
  • Account
  • Group

Prerequisites for configuring Zoom Revenue Accelerator moments and conversation sharing

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Licensed user with Zoom Revenue Accelerator license
• Account owner, admin privileges, or a custom role that has access to edit account settings

How to configure Moment and Conversation Sharing settings for Zoom Revenue Accelerator admins

Note: Moments sharing and conversation sharing use the same settings.

Account

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Share and Edit Permissions, under the Moment and Conversation Sharing section, configure the following settings:
   • Who can manage moment and conversation share settings
     
     • Select from the following options:
       • Host, internal invitees, and admins
       • Host and admins
     • (Optional) Select the Passcode is required for all shared moments and conversations checkbox to enforce users within your account to use a mandatory passcode when sharing conversations.
   • Who can share moments and conversations
     
     • Select from the following options:
       
       • Any signed-in user in your account who has view access to the moment or conversation
       • Host, internal invitees, and admins
       • Host and admins
   • Who can download moments and conversations
     
     • Select from the following options:
       • Any signed-in user in your account who has view access to the moment or conversation
         
       • Host, internal invitees, and admins
       • Host and admins
       • Admins only
   • Who can view moments and conversations via a share link
     
     • Select from the following options:
       
       • Anyone with the share link
       • Signed-in users
       • Signed-in users in your account
   • What viewers with a share link can see in addition to the call recording and transcript: This setting determines the scope of content available for sharing. By default, only the transcript and recording will be shared unless those with sharing privileges adjust the scope of content before sharing.
     • For each of the following options, select checkboxes under the Available Setting and/or Default Setting columns to set the scope availability:
       • Conversation metrics
       • Deal Memo
       • Comments
       • Coaching
       • Deal info
5. After configuring each setting, click Save.
6. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Group

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the Revenue Accelerator tab.
5. Under Share and Edit Permissions, under the Moment and Conversation Sharing section, configure the following settings:
   • Who can manage moment and conversation share settings
     
     • Select from the following options:
       • Host, internal invitees, and admins
       • Host and admins
     • (Optional) Select the Passcode is required for all shared moments and conversations checkbox to enforce users within your account to use a mandatory passcode when sharing conversations.
   • Who can share moments and conversations
     
     • Select from the following options:
       
       • Any signed-in user in your account who has view access to the moment or conversation
       • Host, internal invitees, and admins
       • Host and admins
   • Who can download moments and conversations
     
     • Select from the following options:
       • Any signed-in user in your account who has view access to the moment or conversation
         
       • Host, internal invitees, and admins
       • Host and admins
       • Admins only
   • Who can view moments and conversations via a share link
     
     • Select from the following options:
       
       • Anyone with the share link
       • Signed-in users
       • Signed-in users in your account
   • What viewers with a share link can see in addition to the call recording and transcript: This setting determines the scope of content available for sharing. By default, only the transcript and recording will be shared unless those with sharing privileges adjust the scope of content before sharing.
     • For each of the following options, select checkboxes under the Available Setting and/or Default Setting columns to set the scope availability:
       • Conversation metrics
       • Deal Memo
       • Comments
       • Coaching
       • Deal info
6. After configuring each setting, click Save.
7. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.