What is User Sync?

User Sync is used to sync users for cross-platform direct messaging for organizations with multiple internal chat platforms.

In order to provide cross-platform direct messaging, all users must have existing Zoom accounts, even if their primary platform is not Zoom.

If you haven't already:

  1. Complete the steps in Configure Zoom Team Chat for Mio to ensure your Mio Hub is set up correctly.

  2. Add Zoom Team Chat and at least one other platform to continue.


Sync Zoom Team Chat users for direct messaging

Step 1

Log in with your admin account at https://m.io to access the Mio Hub.

Step 2

On the left sidebar, navigate to User Sync.

You should see a list of users that belong to your Zoom Team Chat organization and a second platform since you imported them earlier during Connect Platforms.

  • Note: If your users have changed, go back to Connect Platforms and import them again to update this list.

If you see a drop-down list under the column titled Primary Platform, Mio has detected that user's email on multiple platforms.

You will need to select the correct primary platform for that user.

If you do not see a drop-down list for a user's primary platform, that means Mio has detected this user exists on only one platform and has selected the platform for you.

  • A Primary Platform is each user’s most frequently and comfortably used messaging platform, or the platform they will be sending messages from on a daily basis.

Step 3

Determine each user’s Secondary Platform. You will select this in the column labeled Sync Status.

  • A Secondary Platform This is the platform that each user uses with less frequency or perhaps not at all. Eg. If a user’s primary platform is Slack, their secondary platform may be Microsoft Teams, Webex, Zoom Team Chat, or a combination of these.

Click the [Platform] 🔁 button under the Sync Status column to begin syncing a user on their Secondary Platform.

Depending on whether the user has an account on their Secondary Platform, one of several messages may appear. Confirm your selection in the pop-up that appears.

For more information on each type of sync, please refer to our User Sync Overview article.

Step 4

If a user has an existing account on their Secondary Platform, they should log in to their Primary Platform and find the message from the Mio app and finish the syncing process.

If the user does not have an existing account on their Secondary Platform, you are finished once the 🔁 sync icon turns into a ✔️ check mark.

Congratulations! You have successfully synced your users. They will now be able to send cross-platform direct messages to anyone in your organization that is also synced.

User Sync statuses

After pressing the Sync icon, you may notice that the icon next to each platform name changes. You can find out what these symbols mean by hovering over the information icon next to the Sync Status column title.

  • A green check mark indicates a successful sync. This user can now successfully send cross-platform direct messages.

  • An orange clock indicates that the sync is pending. The user has been prompted to sync their secondary platform; once they allow Mio access to perform the sync, this symbol will become a green check mark.

  • A red triangle indicates that the sync has failed. Please re-attempt User Sync.

  • A circular arrow indicates that the sync has not been created. Click this icon to sync this user.


Resetting a user's sync

Maybe an employee has left your organization, or their communication habits have changed. Follow these steps to break all syncs and reset the user’s Primary and Secondary Platforms.

Step 1

Find the user you want to reset and hover over their row to show the (· · ·).

Click Reset User.

This will remove this user's app from the Mio database and unsync it so that they're no longer available for cross-platform messaging.

Agree to the prompt that appears in order to confirm your decision. You are free to re-select platforms and create a new sync if desired.


Next steps

If you haven't already, you can also sync channels across platforms.

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