Important guidance for Meeting Hosts to ensure their Zoom calls can take place in a safe, secure and efficient manner. Before a meeting Scheduling a meeting Using the Zoom client Launch the Zoom client (from Start menu on Windows, from Applications on Mac) and click on Schedule. Complete the title and the date / time and preferences for the meeting as desired. The Require Meeting Password feature is enabled and locked by default. The Enable Waiting Room feature (under 'Advanced Features') is enabled by default, but may be unticked for large meetings where that feature is impractical. To add a Co-Host for the meeting, enter the email address they will be joining with in the 'Alternative Hosts' section (under 'Advanced Features'). Under Calendar, select the type of calendar to open the invitation in (typically Outlook). Press Schedule. In the email invite that is created, add the people you are inviting. NOTE: For security reasons, you MUST cut the meeting password out of the invite email and send it to the participants separately. DO NOT share it via public social media. Outlook Zoom plug-in For security reasons, the University's Zoom service does not yet support the Outlook Zoom plug-in, although this is being investigated. Host an unscheduled meeting Launch the Zoom client (from Start menu on Windows, from Applications on Mac). Click on New Meeting and on Invite Others. Click Copy Invitation at the bottom. Paste the invitation into an email or chat message to the recipients. NOTE: For security reasons, you MUST cut the meeting password out of the invite email and send it to the participants separately. During a meeting Waiting Room feature So that the Host can monitor those joining the meeting and provide security from any unauthorised person who may have found out the meeting link and password, the Waiting Room feature is enabled by default for the University's Zoom service. Admitting participants during a meeting As the meeting host, click Manage Participants at the bottom of the screen. Click Admit to have the participant join the meeting. Admit all participants from the Waiting Room As the meeting host, click Manage Participants at the bottom of the screen. Click Admit all. Sending participants to the Waiting Room during a meeting As the meeting host, click Manage Participants at the bottom of the screen. Click More next to the participant's name and choose Put in Waiting Room. Sending messages to participants in the Waiting Room As the meeting host, click Chat. Click the dropdown next to To: Click Everyone (in Waiting Room). Type and send your chat message to the waiting room. Once the message has been sent, the participants in the Waiting Room will see the message on the Waiting Room screen. Disabling the Waiting Room feature for a meeting For large meetings it may not always be practical to employ the Waiting Room feature. The Host may disable it for the meeting as follows: In the Zoom client, create a new meeting using the Schedule button. Expand the Advanced Features section and untick the Enable Waiting Room option. Complete the rest of the meeting booking / invitation as normal. Screen sharing Enabling screen sharing Click Share Screen in the meeting controls at the bottom of the screen. Select the screen you want to share. You can also choose an individual application that is already open on your computer. Choose a particular window do share and click Share. Zoom will automatically switch to full screen to optimize the shared screen view. To exit full-screen, click Exit Full Screen in the top-right corner or press the Esc key. More info: Sharing Your Screen (Zoom site) Screen sharing permissions on macOS If you are on macOS 10.14 or later, when you enable screen sharing you may be asked in a pop-up to allow Zoom to do so. Press Open System Preferences. In the Security & Privacy window that opens, unlock the orange lock at the bottom-left with your Mac password. Tick the box next to zoom.us.app in the Screen Recording section of the preferences. Managing participants Click Manage Participants in the host controls (at the bottom) to display the participants list. Hover over a participant and click More to bring up your self-explanatory options: Chat: Speak directly to the participant, rather than to the whole meeting. Ask to Start Video Make Host Put in Waiting Room Remove More info: Managing participants in a meeting (Zoom site) Co-Hosts Hosts may wish to create meetings that they may not be able to attend, or may wish to delegate Hosting responsibilities to another participant. To allow this, they can designate a Co-Host when setting up a meeting or during the meeting. Before the meeting When scheduling a meeting via the Schedule option in the Zoom client, expand the 'Advanced Features' section. Enter the email address of the person who will be a Co-Host for the meetings in the 'Alternative Hosts' section. Complete the rest of the meeting scheduling as normal. During the meeting In the participant list, hover your mouse over the participant whose hosting status you wish to change. Choose Make Host or Make Co-Host as appropriate. Note: If you make another person a Host, you as the original Host lose your hosting abilities. You would need to ask them to pass them back if you require them. Cloud recording of meetings Type of recording available For security reasons, downloading recording of meetings is disabled for the University's Zoom service. It is possible, however, to record "to the cloud", i.e. saving the meeting to the Host's profile in the University's Zoom web interface. NOTE: Only hosts and co-hosts can start a cloud recording. If you want a participant to start a recording, you can make them a co-host. Recordings started by co-hosts will still appear in the Host's recordings in the Zoom web portal. Host's responsibilities Image Hosts must read through and follow the guidelines on their responsibilities surrounding meeting recording: Guiding principles - recording of online and digital events Meeting hosts have a responsibility to tell meeting attendees before the recording is started. When you start a recording, your meeting attendees will see a notification that the meeting is being recorded (shown in the image across). Retention We recommend that you set a retention period before recording your meeting and delete the recording when you no longer need it. For further information on retention please see our: Recording privacy statement (external collaborators) (Word) Recording privacy statement (internal – staff and students) (Word) Starting a cloud recording To record a meeting to the cloud: Image Start a meeting as the host. Click the Record button Then, a notification box will appear asking if you want to Record this meeting (image shown across). This box prompts you to inform your attendees before recording. Click Continue. To stop recording, click Pause/Stop Recording or End Meeting. Once the recording has been stopped, the recording is processed by Zoom. This will take some time depending on the length of the recording. Manage your cloud recordings Log into the University's Zoom web interface. Click on Recordings to find existing meeting recordings. You then have the following options: Download, share, or delete cloud recordings (Zoom site) Trim the playback range of a shared recording (Zoom site) Delete your cloud recordings You can delete your Zoom cloud recordings by: Signing into Zoom through the University's Zoom web interface Click on Recordings Click "More" (ellipsis icon) to the right of the recording you want to delete Click "Delete" A warning message will appear, click "Delete" For further help with deleting your Zoom cloud recordings, please see the following Zoom guidance: Deleting Zoom cloud recordings Ending a meeting In the menu bar, choose to End Meeting, or simply click to close the meeting window. You then have the option to End Meeting For All or to Leave Meeting yourself. After a meeting Getting your attendee list Important - For these steps to work the meeting must have been hosted in the University's Zoom account (i.e., the meeting host was signed in at ed-ac-uk.zoom.us with their UUN and password). To get the attendee list: The meeting host can follow the URL below to get meeting reports, including attendees (you may be prompted to sign in with your University log-in details (UUN and password)). These reports can be exported: Get reports from Zoom meetings Need any help? Please initially see the Zoom Help and Support section. If you then still need assistance: HTML Contact the IS Helpline This article was published on 2024-10-08