Adding users to your account

• (Optional) Setting up phone numbers for your Amazon Chime account (p. 42)

• (Optional) Conﬁguring your conference rooms to use Amazon Chime (p. 42)

Step 1: Creating an Amazon Chime administrator account

After you complete the Prerequisites (p. 2), you can create an Amazon Chime administrator account.

To create an Amazon Chime administrator account

1. Open the Amazon Chime console at https://chime.aws.amazon.com/.

2. On the Accounts page, choose New account.

3. For Account Name, enter a name for the account and choose Create account.

4. (Optional) Choose whether to let Amazon Chime select the optimal AWS Region for your meetings from all available Regions, or to use only the Regions that you select. For more information, see Managing meeting settings (p. 46).

Step 2 (optional): Conﬁguring account settings

By default, new accounts are created as Team accounts. If you prefer to claim a domain and connect to your own identity provider, or Okta SSO, you can convert to an Enterprise account. For more information about Team and Enterprise account types, see Choosing between an Amazon Chime Team account or Enterprise account (p. 43).

To convert a Team account to an Enterprise account

1. Open the Amazon Chime console at https://chime.aws.amazon.com/.

2. For Accounts, choose the name of the account.

3. For Identity, choose Getting Started.

4. Follow the steps in the console to claim your domain.

5. (Optional) Follow the steps in the console to set up your identity provider and conﬁgure your directory group.

For more information about claiming domains, see Claiming a domain (p. 50). For more information about setting up identity providers, see Connecting to your Active Directory (p. 51) and Connecting to Okta SSO (p. 53).

You can also allow or stop allowing account policies for options, such as remote control of shared screens and the Amazon Chime call me feature.

To conﬁgure account policies

1. Open the Amazon Chime console at https://chime.aws.amazon.com/.

2. On the Accounts page, choose the name of the account to conﬁgure.

3. For Settings, choose Meetings.

4. For Policies, select or clear the account policy options you want to allow or stop allowing.

5. Choose Change.

For more information, see Managing meeting settings (p. 46).

Step 3: Adding users to your account

After your Amazon Chime Team account is created, invite yourself and your users to join it. If you are upgrading your account to an Enterprise account, you do not need to invite your users. Instead, upgrade to an Enterprise account and claim your domain. For more information, see Step 2 (optional):

Conﬁguring account settings (p. 40).

To add users to your Amazon Chime account

1. Open the Amazon Chime console at https://chime.aws.amazon.com/.

2. On the Accounts page, choose the name of your account.

3. On the Users page, choose Invite users.

4. Enter the email addresses of the users to invite, including yourself, and choose Invite users.

The invited users receive email invitations to join the Amazon Chime Team account that you created.

When they register their Amazon Chime user accounts, they receive Pro permissions by default, and their 30-day trial ends. If they have already signed up for an Amazon Chime user account with their work email address, they can continue to use that account. They can also download the Amazon Chime client app at any time by choosing Download Amazon Chime and signing in to their user account.

You are only charged for a user with Pro permissions when they host a meeting. There is no charge for users with Basic permissions. Basic users cannot host meetings, but they can attend meetings and use chat. For more information about pricing and the features that users with Pro and Basic permissions can access, see Plans and pricing.

To change user permissions

1. Open the Amazon Chime console at https://chime.aws.amazon.com/.

2. On the Accounts page, choose the name of your account.

3. On the Users page, select the user or users to change permissions for.

4. Choose User actions, Assign user permission.

(Optional) Setting up phone numbers for your Amazon Chime account 5. For Permissions, select Pro or Basic.

6. Choose Assign.

You can provide other users with administrator permissions, and also control their access to the Amazon Chime console for your account. For more information, see Identity and access management for Amazon Chime (p. 3).

(Optional) Setting up phone numbers for your Amazon Chime account

The following phone options are available for Amazon Chime administrative accounts:

Amazon Chime Business Calling

Lets your users send and receive phone calls and text messages directly from Amazon Chime.

Provision your phone numbers in the Amazon Chime console or port in existing phone numbers.

Assign the phone numbers to your Amazon Chime users and grant them permissions to send and receive phone calls and text messages using Amazon Chime. For more information, see Managing phone numbers in Amazon Chime (p. 67) and Porting existing phone numbers (p. 80).

Amazon Chime Voice Connector

Provides SIP trunking service for an existing phone system. Port in existing phone numbers or provision new phone numbers in the Amazon Chime console. For more information, see Managing Amazon Chime Voice Connectors (p. 88).

(Optional) Conﬁguring your conference rooms to use Amazon Chime

Amazon Chime can integrate with your in-room video conference systems. For more information, see Conference room conﬁguration (p. 113) and Setting up Amazon Chime on Dolby hardware (p. 107).

Managing your Amazon Chime accounts

You can use Amazon Chime as an individual user or as a group with no administrators. But if you want to add administrator functionality or purchase Amazon Chime Pro, you must create an Amazon Chime account in the AWS Management Console. To learn how to create an Amazon Chime administrator account, or for more information about purchasing Amazon Chime Pro, see Getting started (p. 40).

For more information about the diﬀerent types of Amazon Chime administrator accounts, see Choosing between an Amazon Chime Team account or Enterprise account (p. 43). For more information about managing an existing administrator account, see the following topics.

Contents

• Choosing between an Amazon Chime Team account or Enterprise account (p. 43)

• Converting a Team account to an Enterprise account (p. 44)

• Renaming your account (p. 44)

• Deleting your account (p. 45)

• Managing meeting settings (p. 46)

• Managing chat retention policies (p. 47)

• Managing messages (p. 49)

• Claiming a domain (p. 50)

• Connecting to your Active Directory (p. 51)

• Connecting to Okta SSO (p. 53)

• Deploying the Amazon Chime Add-In for Outlook (p. 54)

• Setting up the Amazon Chime Meetings App for Slack (p. 55)

Choosing between an Amazon Chime Team account or Enterprise account

When you create an Amazon Chime administrator account, you choose whether to create a Team account or an Enterprise account. For more information about creating an Amazon Chime administrator account, see Getting started (p. 40).

Team account

With a Team account, you can invite users and grant them Amazon Chime Pro permissions without claiming an email domain. For more information about Pro and Basic permissions, see Plans and pricing.

You can invite users from any email domain that hasn't been claimed by another organization. You only pay for users when they host meetings. Users in your Team account can use the Amazon Chime app to search for and contact other Amazon Chime users who are registered to the same account. We also recommend a Team account for paying for Pro users outside of your organization.

Enterprise account

Converting from Team to Enterprise

With an Enterprise account, you have more control over the users from your organization's domains. You can choose to connect to your own identity provider or Okta SSO to authenticate and assign Pro or Basic permissions. Amazon Chime also supports Microsoft Active Directory.

To create an Enterprise account, you must claim at least one email domain. This ensures that all users who sign in to Amazon Chime using your claimed domains are included in your centrally managed Amazon Chime account. Enterprise accounts are required for managing your users through a supported directory integration. For more information, see Claiming a domain (p. 50) and Connecting to your Active Directory (p. 51).

You can also manage user activation and suspension from your Enterprise account. For more information, see Managing user permissions and access (p. 60).

Converting a Team account to an Enterprise account

To convert an existing Team account to an Enterprise account, claim one or more email domains in the Amazon Chime console. For more information about the diﬀerences between Team and Enterprise accounts, see Choosing between an Amazon Chime Team account or Enterprise account (p. 43). For more information about claiming a domain, see Claiming a domain (p. 50).

To convert a Team account to an Enterprise account

1. Open the Amazon Chime console at https://chime.aws.amazon.com/.

2. For Accounts, choose the name of the account.

3. For Identity, choose Getting Started.

4. Follow the steps in the console to claim your domain.

5. (Optional) Follow the steps in the console to set up your identity provider and conﬁgure your directory group.

After your account is converted to an Enterprise account, you can decide whether to connect an Active Directory instance through AWS Directory Service. Connecting to an Active Directory instance allows your users to sign in to Amazon Chime using their Active Directory credentials. For more information, see Connecting to your Active Directory (p. 51).

If you don't connect to an Active Directory instance, your users can continue to sign in to Amazon Chime using Login with Amazon (LWA) or their Amazon.com account credentials.

Renaming your account

Use the following procedure to rename your account. The new name you choose appears in invitation emails sent to users to join your account.

To rename your account

1. Open the Amazon Chime console at https://chime.aws.amazon.com/.

2. In the Account name column, select the account that you want to rename.

The Users page appears.

3. In the left-hand pane, under Settings, choose Account.

The Account summary page appears.

4. Open theAccount actions list and choose Rename account.

The Rename account dialog box appears.

5. Enter the new account name and choose Save.

Deleting your account

If you delete your AWS account in the AWS Management Console, your Amazon Chime accounts are automatically deleted. Alternatively, you can use the Amazon Chime console to delete an Amazon Chime Team or Enterprise account.

Note

Users who aren't managed on a Team or Enterprise account can request to be deleted using the Amazon Chime Assistant "Delete me" command. For more information, see Using the Amazon Chime Assistant.

To delete a Team account

1. Open the Amazon Chime console at https://chime.aws.amazon.com/.

2. Select the account in the Account name column and select Account under Settings.

3. In the navigation pane, the Users page is displayed.

4. Select the users and choose User actions, Remove user.

5. In the navigation pane, choose Accounts, Account actions, and Delete account.

6. Conﬁrm that you want to delete your account.

Amazon Chime deletes all user data when you delete your account. This includes termination of an AWS account, individual Amazon Chime accounts, or unmanaged Amazon Chime users. This excludes non-content data related to user accounts and Amazon Chime usage (Service Attributes covered under the Customer Agreement) that is generated by Amazon Chime.

To delete an Enterprise account

1. Remove the domains.

Note

When you remove a domain, the following occurs:

• Users associated with the domain are immediately signed out of all devices and lose access to all contacts, chat conversations, and chat rooms.

• Meetings scheduled by users from this domain no longer start.

• Suspended users continue to be displayed as Suspended status on the Users and User detail pages and can't access their data. They can't create new Amazon Chime accounts with their email address.

• Registered users are displayed as Released on the Users and User detail pages and can't access their data. They can create a new Amazon Chime account with their email address.

• If you have an Active Directory account, and you remove a domain that is associated with a user’s primary email address, the user can't access Amazon Chime and their proﬁle is deleted. If you remove a domain that is associated with a user’s secondary email address, they can't log in with that email address, but they retain access to their Amazon Chime contacts and data.

• If you have an Enterprise OpenID Connect (OIDC) account, and you remove a domain that is associated with a user’s primary email address, the user can no longer access Amazon Chime and their proﬁle is deleted.

Managing meeting settings

2. Open the Amazon Chime console at https://chime.aws.amazon.com/.

3. On the Accounts page, select the name of the Team account.

4. In the navigation pane, choose Settings, Domains.

5. On the Domains page, choose Remove domain.

6. In the navigation pane, choose Accounts, Account actions, and Delete account.

7. Conﬁrm that you want to delete your account.

Managing meeting settings

Manage your meeting settings from the Amazon Chime console.

Meeting policy settings

Manage account policies in the Amazon Chime console under Settings, Meetings. Choose from the following policy options.

Enable shared control in screen sharing

Choose whether users in your organization can grant shared control of their computers while in meetings. Attendees who request shared control of your users' computers receive an error message indicating that remote control isn't available.

Enable outbound calling to join meetings

Turns on the Amazon Chime call me feature. Provides the option for meeting attendees to join meetings by receiving a phone call from Amazon Chime.

Meeting application settings

Manage meeting application access under Settings, Meetings in the Amazon Chime console. You can choose the following option:

Allow users to sign in to Amazon Chime using the Amazon Chime Meetings App for Slack This option lets users in your organization sign in to Amazon Chime from the Amazon Chime Meetings App for Slack. For more information, see Setting up the Amazon Chime Meetings App for Slack (p. 55).

Meeting Region settings

To improve meeting quality and reduce latency, Amazon Chime processes meetings in the optimal AWS Region for all participants. You can choose whether to let Amazon Chime select the optimal Region for a meeting from all available Regions, or to use only the Regions that you select.

You can update this setting from your account Meetings settings at any time. From your Meetings settings, you can also view the percentage of your Amazon Chime meetings that are being processed in each Region.

To update meeting Region settings

1. Open the Amazon Chime console at https://chime.aws.amazon.com/.

2. On the Accounts page, select the name of your account.

3. In the navigation pane, choose Settings, Meetings.

4. For Regions, choose one of the following options:

• Use all available Regions to ensure meeting quality – Allows Amazon Chime to optimize meeting processing for you.

• Use only the Regions that I select – Allows you to select Regions from the dropdown menu.

5. Choose Save.

Managing chat retention policies

If you administer one or more Amazon Chime Enterprise accounts, you can set chat retention policies for the following:

• Chat conversations that include only members of your Enterprise account.

• Chat rooms created by members of your Enterprise account.

A retention policy automatically deletes messages based on the time period that you set. You can set time periods lasting from one day to 15 years.

Note

Amazon Chime Enterprise accounts have a retention period of 90 days. The policy applies to conversations involving users who belong to the account, and to users who don't belong to the account.

Retention policies do not apply to the following:

• Chat conversations that do not include members of Amazon Chime Enterprise accounts

• Chat rooms created by users who don't belong to an Amazon Chime Enterprise account

How retention policies aﬀect Amazon Chime users

The retention policies that Enterprise account administrators set aﬀect Amazon Chime users diﬀerently, depending on whether the users are part of the same Enterprise account, a diﬀerent Enterprise account, a Team account, or whether the users are not members of any account.

Enterprise member chat conversations

The following table shows how retention policies aﬀect chat conversations for Enterprise account members.

If the chat conversation includes... The retention policy is...

Only other members of the user’s Enterprise

account Set by the user’s administrator

Anyone outside of the user’s Enterprise account Automatically set to 90 days

Enterprise member chat rooms

How retention policies aﬀect Amazon Chime users

The following table shows how retention policies aﬀect chat rooms for Enterprise account members.

If the chat room is created by... The retention policy is...

A member of the user’s Enterprise account Set by the user’s administrator

Another Enterprise account member Set by the other account’s administrator A non-Enterprise account member Not applicable

Team member chat conversations

The following table shows how retention policies aﬀect chat conversations for Team account members.

If the chat conversation includes... The retention policy is...

Only users who are not members of an Enterprise

account Not applicable

At least one member of an Enterprise account Automatically set to 90 days

Team member chat rooms

The following table shows how retention policies aﬀect chat rooms for Team account members.

If the chat room is created by ... The retention policy is...

A Team account user Not applicable

Anyone who is not an Enterprise account member Not applicable

A member of an Enterprise account Set by the Enterprise account’s administrator

Amazon Chime users who are not members of an Enterprise or Team account are only subject to chat room retention policies in chat rooms that are created by a member of an Enterprise account.

Chat conversations with recipients who do not belong to an Enterprise or Team account The following table shows how retention policies aﬀect chat conversations for users who are not members of an Amazon Chime Enterprise or Team account.

If the chat conversation includes... The retention policy is...

Only users who are not members of an Enterprise

account Not applicable

At least one member of an Enterprise account Automatically set to 90 days

Chat rooms created by users who do not belong to an Enterprise or Team account

The following table shows how retention policies aﬀect chat rooms for users who are not members of an Amazon Chime Enterprise or Team account.

If the chat room is created by ... The retention policy is...

A user who is not a member of an Enterprise or

Team account Not applicable

A Team account user Not applicable

A member of an Enterprise account Set by the Enterprise account’s administrator

Turning on chat retention

Amazon Chime Enterprise account administrators can use the Amazon Chime console to turn chat retention on for chat conversations and chat rooms in their account. You can also use the console to update chat retention periods or turn oﬀ chat retention at any time.

To turn on chat retention

1. Open the Amazon Chime console at https://chime.aws.amazon.com/.

2. On the Accounts page, select the name of the account.

3. For Settings, choose Retention.

4. Turn on Chat conversation retention.

5. For Retention period, select the length of the retention period for chat conversations.

6. Turn on Chat room retention.

7. For Retention period, select the length of the retention period for chat room messages.

Within one day of setting a chat retention period, users in your account lose access to applicable chat messages that are outside of the chat retention period.

Restoring and deleting chat messages

As an Enterprise account administrator, you can restore chat messages to your users within 30 days of setting or updating a chat retention period. However, after the 30-day grace period, all chat messages that fall under the retention period are permanently deleted, and new chat messages are permanently

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