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How to use your existing Zoom accounts with LibChat screensharing

LibAnswers utilizes the Zoom online meeting platform to provide screensharing functionality within LibChat. Before you can begin using Zoom within LibChat, the owner/admin Zoom account for your institution will first need to install and authorize the LibAnswers app from the Zoom App Marketplace. For more details about using the Zoom App Marketplace, please see Zoom's getting started guide.

Once your Zoom owner/admin has installed the LibAnswers app from the Zoom App Marketplace, the next step is to configure your LibAnswers screensharing settings. This can be done by any LibAnswers Admin-level user who has LibChat enabled in their user account settings.

The last step in the process is for each user to authorize the Zoom app in their LibAnswers user account settingsNote: each user must have LibChat enabled in their user account settings before they can authorize the Zoom app.


Step 1. Installing the app from the Zoom App Marketplace

The owner/admin Zoom account for your institution must complete the steps below:

  1. Visit the Zoom App Marketplace and sign into your Zoom account.
  2. In the Search a published app field (top of the page), search for LibAnswers and click on it in the results list.

Zoom app marketplace search box

  1. On the app's overview page, click on the Install button.
    • If you see the Request pre-approve option, this means you do not have permission to install the app for your organization. Click the Request pre-approve option to send a request to your Zoom owner/admin.

the install button


Step 2. ​Configuring your LibAnswers screensharing settings

  1. Log into LibAnswers and go to Admin > LibChat Set-up.
  2. On the LibChat Settings page, click on the Screensharing APIs tab.
  3. In the Zoom Screensharing Integration box, select Own Zoom Keys - OAuth from the Zoom Status dropdown.
  4. Click the Save button.

zoom status dropdown


Step 3. Connecting a LibAnswers user account to their Zoom account

To connect your LibAnswers user account to your Zoom account:

  1. Log into LibAnswers and click on your email address in the navigation bar. This will take you to your account settings page.

the email address link in the navigation bar

  1. On the Manage Account page, under LibChat Settings, click the Authorize Zoom button.
  2. Follow any prompts to grant authorization to the LibAnswers app.

authorize zoom button

Using LibChat screensharing

Once you've granted authorization, you'll be redirected back to LibAnswers. You can then begin using LibChat screensharing when chatting with patrons! (You can also use screensharing for internal chats, too!)


Deauthorizing the LibAnswers app for your Zoom account

If a user would no longer like to use the Zoom screensharing integration with your LibAnswers account, they can deauthorize the app at any time.

To do this, each user must:

  1. Log into LibAnswers and click on their email address in the navigation bar. This will take them to their account settings page.

the email address link in the navigation bar

  1. Under LibChat Settings, click on the Remove button next to the Current Zoom Account.
  2. Follow any prompts to revoke authorization from the LibAnswers app.

Once the app is deauthorized, you will need to grant authorization again in order to use LibChat screensharing.

the remove button


Uninstalling the LibAnswers app for your organization

The main Zoom account for your institution uninstall the LibAnswers app from the Zoom App Marketplace. Please note: this will disable the Zoom integration for all users. For more info on managing installed apps, see Zoom's Managing Zoom Marketplace documentation.

  1. Visit the Zoom App Marketplace and sign into your Zoom account.
  2. Click on Manage > Installed Apps and locate on the LibAnswers app. Or, in the Search a published app field (top of the page), search for LibAnswers and click on it in the results list.
  3. Click on the Uninstall button.

the uninstall button