Zoom tips for CSA

Zoom tips for CSA
Zoom tips for CSA
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Zoom Client
  1. How to logon Zoom?
  • Start the Zoom client and logon using SSO, company domain is tapestry.zoom.us
  1. How to check the account type
  • Left top corner of Zoom client
  1. What is the limitation of basic Zoom account?
  • No limitation of 1 on 1 meeting, but maximum 40 minutes for more than 2 peoples; Host can restart the meeting an invite participants immediately after the meeting end
  1. What is the “Share screen” used for?
  • For user to share screen in meeting room (VC devices for video & voice, computer for sharing screen)
  1. How to change default audio / video devices?
  • Zoom client > Settings > Audio / Video
  1. Does Zoom support meeting notification?
  • Settings > general > remind me xx minutes before my upcoming meetings
  1. How to join a meeting?
  • Host
    • Zoom client > Meetings > Select the meeting > Start
    • Simply click “Join Zoom Meeting” in Outlook calendar
  • Participant
    • Zoom client > Join > input the meeting ID
    • Simply click “Join Zoom Meeting” in meeting request
  1. How to schedule a meeting using Outlook?
  • Use the Zoom Outlook plugin
  1. What will happen if meeting over run? Does host required to extend the meeting end time?
  • No action is needed. Meeting end time is just for reference
  1. What is the different between using Personal meeting ID (PMI) and not using Personal meeting ID?
  • Personal meeting ID is always same. Suggest to use for internal meeting.
  1. How to setup allow participants join before the host?
  • Schedule a Zoom meeting > Meeting Options > tick “Enable join before host” (it is the default setting)
  1. How to assign alt hosts to a meeting (with host functions)
  • Schedule a Zoom meeting > Meeting Options > type the email addresses in “Alternative hosts”
  1. How to assign scheduling privilege?
  • Web portal > Meeting setting -> other -> Schedule Privilege
  1. How to schedule a meeting on behalf of someone?
  • Schedule a Zoom meeting > Meeting Options > tick “Schedule for” and select the people
  1. How to setup a Bee tone when someone join the meeting?
  • Web portal > Meeting Settings > In Meeting (basic) > Play sound when participants join or leave
  1. What is the different between schedule a meeting using Outlook and using the Zoom web portal?
  • If you schedule meeting using Zoom web portal, it doesn’t sync with the Outlook calendar
  1. How to start a video meeting and get the link / meeting ID
  • Zoom client > Start with video > Meeting toolbar > Invite > Copy URL (only meeting ID) / Copy Invitation (with URL)
  1. How to change microphone and headset during the meeting?
  1. How to mute / unmute a user / everyone when in the call (Mute participants upon entry when creating meeting)
  • Meeting toolbar > Manage Participants > Select the participant > Mute / Unmute
  • Meeting toolbar > Manage Participants > at the bottom > Mute All / Unmute All
  1. How to ask a participant to start the video?
  • Meeting toolbar > Manage Participants > Select the participant > More > Ask to start video
  1. How to mute participants on entry
  • Meeting toolbar > Manage Participants > at the bottom > More > Mute / Unmute participants on entry
  1. Transfer Host to another participant
  • Meeting toolbar > Manage Participants > Select the participant > More > Make Host
  1. Spotlight video (For host to control; always show the selected participant on all screens)
  • Right click on the participant > Spotlight Video
  1. Pin video (always show a video on his own screen)
  • Right click on the participant > Pin Video
  1. How to swap between “speaker view” and “gallery view”
  • Top right corner of the meeting
  1. Lock the meeting function (not allow anyone to join the meeting)
  • Meeting toolbar > Manage Participants > at the bottom > More > Lock meeting
  1. How to share my screen?
  • Meeting toolbar > Share > Select the screen / application > option below > Share
    • tick “Share computer sound” if also want to share the computer audio
    • tick “Optimize for full screen video clip” if you want to share a video
  1. Can I add some remark on the sharing screen?
  • Toolbar > Annotate > select the tools
  • Other participants also allow to use “Annotate”
  1. How can I change the sharing screen from PowerPoint to Chrome?
  • Meeting toolbar > New Share > Select the application > Share
  1. Can I share half of my screen?
  • Meeting toolbar > Share > Advanced > Portion of Screen > Share > Adjust the size if need
  1. How to zoom in the presenter’s screen?
  • View Options > Zoom Ratio > select the ratio
  • After changing the zoom ratio, user can select “Follow Presenter’s Pointer”
  1. Record a meeting
  • By default, only host can record the meeting
  • Meeting toolbar > Record
  1. What is the different between Basic account and Pro account on recording a meeting?
  • Basic account: Save on local hard disk
  • Pro account: Save on either local hard disk or Zoom cloud
    • Shareable video link
    • Screen with audio version / audio only
    • Audio transcript will be created automatically
    • Delete user will also delete all recorded meetings
  1. Where can I find the recorded video?
  • Zoom client > Meetings > Recorded > Select the meeting > Open
Helpdesk
  1. How can I check user’s meeting setting?
  • Web portal > users > search user > click user > settings > meeting
  1. How can I check user’s upcoming meeting?
  • Web portal > users > click user > meetings > upcoming meeting
  1. How to check the existing meetings?
  • Web portal > Dashboard > Meetings > Live Meetings
  • Audio / Video current setting, packet loss also can be found
  1. How to join a live meeting as assistant?
  • Web portal > Dashboard > Meetings > Select the meeting > join as an assistant
  1. How to check client’s Zoom version?
  • Web portal > users > search user > Client version field
  1. Some users are in “Executive Settings Group”. What is the different?
  • SVP or above (not DVP/VP) which are given settings like Group HD Video (high bandwidth usage)
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