Greenboard Zoom Archive

Greenboard Zoom Archive

Greenboard

How it works: Greenboard Zoom Archive
Overview

Greenboard lets financial firms manage employee tasks, archiving, content review, policies, calendars, document processing, training, and more—all in one AI-native, cloud-based operating system.


The Greenboard Zoom Archive is a communications archiving solution for Zoom Phone SMS and Zoom chat messages, to allow financial firms to meet SEC/FINRA regulatory requirements.


Archived Zoom messages automatically flow into the Greenboard system and are reviewed by AI and/or lexicon rules to detect potential risks for review


Developer Resources
Privacy & Compliance
Requirements
User role
Account admins or Users with required privileges
Zoom account eligibility
Login to check
Permissions - App can view information
Associated with your account and others you're allowed to access

May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.

Information about participants’ computers, phones, and other devices, which may include information about speakers, microphone, and camera, OS version, hard disk ID, PC name, MAC address, IP address (and general location at the country level derived from it), and other device information.

Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.

Associated with your account, others you're allowed to access, and others included in that information.

May include name, display name, email address, phone number, user ID, and other profile information.

Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.

Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.

This app can access the following information anytime including outside of a Zoom experience and when the app is not actively in use.
Scopes

User

user:read:list_users:admin

Contact Group

contact_group:read:group:admin, contact_group:read:list_groups:admin, contact_group:read:list_members:admin

Phone

phone:read:list_users:admin, phone:read:list_sms_campaigns:admin, phone:read:sms_message:admin, phone:read:list_numbers:admin, phone:read:list_sms_sessions:admin, phone:read:sms_campaign:admin, phone:read:sms_session:admin, phone:read:user:admin

Team Chat

team_chat:read:channel:admin, team_chat:read:list_user_channels:admin, team_chat:read:list_members:admin, team_chat:read:list_channels:admin, team_chat:read:list_user_sessions:admin, team_chat:read:list_user_messages:admin

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