Overview
You can link any number of Zoom users to the platform, so that you can use them when scheduling events. A Zoom account can be authenticated with the platform, to take advantage of the native Zoom integration and various associated features:
The platform will automatically create and manage meetings on behalf of those Zoom user accounts.
It will use all of your existing settings and capabilities enabled on Zoom.
Our custom Zoom integration will automatically import any cloud recordings from meetings you host using the platform.
It will link platform user emails with Zoom users via registration, so that you can view reporting data for all participants by email.
Authenticating with Zoom - Link a Zoom Account
To connect your Zoom account with the platform, you will need to complete an authentication process.
Go to the 'Integrations' tab in the Site Management Settings (Advanced Site Management settings are available in Team Growth and Scale plans).
Click on the 'Zoom' Integration Option.
Click on the 'Activate Zoom Integration' button.
Click the 'Link Admin Zoom User Account' button.
This will direct you to Zoom's authentication page.
Review the authentication details.
Click 'Allow' to finalize the integration.
You will be automatically shown the Zoom Users for linking (see below).
Site Management
Zoom Integration Tab
Activate Zoom Integration Button
Link Account Button
Zoom Authentication Screen
Link Zoom Users for the group (plus Deactivating the account)
Once the authentication process is completed, you'll be presented with a screen to select and add one or more Zoom rooms.
Click the Users you'd like to add.
Click the 'Link' button at the bottom of the screen, showing how many users will be connected.
Note: These rooms will facilitate the scheduling of your Zoom meetings on the platform.
When Zoom Users are selected for the group, it will appear like this:
The Link Zoom Users option can be utilized again with the button below.
To Deactivate the account, click the drop-down on this button.
Click the 'Ok' button to finalize the deactivation process.
Scheduling Zoom Events
Once this is completed, you will have the ability to schedule Zoom events using the desired Zoom rooms. Here is an article with more details.
Click a Live Event Content Block within any step.
Edit and finalize the Zoom Event Settings, including choosing the Zoom user.
Click Save.
Zoom Event Settings with Zoom User Drop-Down
Note: Please be aware that if you have scheduled an event in a specific Zoom room for a certain time slot, you will not be able to schedule another event in the same room during that time period. The system will indicate that the room is already booked:
Search, View Events, Disable or Enable for a Specific Zoom User
A list of events by each Zoom user can be viewed from the 'Integrations' tab in Site Settings (Available in Team Growth and Team Scale Plans).
Navigate to Site Management Settings from the main left menu.
Click the 'Integrations' tab.
Click the 'Zoom' integration. If enabled, you will see your zoom setup.
Click the 3 dot menu next to any Zoom user.
To view events, click on the 'View Events' button under a Zoom user.
Admins can access a comprehensive list of all events that are hosted by that account.
For added convenience, admins can effortlessly search for events by their names, a process.
To Disable or Enable a Zoom user, click that option.
Disabling a Zoom user will prevent anyone in your site from scheduling new events with that user.
However, any events that were scheduled prior to the user's disabling will continue to function.
