Zoom - Additional Configuration

Test Audio and Video in Zoom

Before using Zoom for the first time, it is recommended to test your audio as well as test your video. Zoom even has its own test that you can utilize to ensure everything is set up correctly.

Customize your Zoom Profile

You can customize various settings in Zoom; including your display name, location, job tile, etc.

1. Open Chrome and go to your Zoom Profile page
2. Click on Edit next to the various fields on the page to make sure all the details are correct

Create a customized Personal link

Personalized links allow you to create shorter and more memorble links for your Zoom meetings.

Your personal link is a great way to provide a consistent, easy-to-read-and-remember meeting room for colleagues and customers.
However, there are some drawbacks to reusing the same meeting, such as participants joining an ongoing meeting when two are scheduled back to back. In some cases it may be better to use a unique meeting link.

Setup

1. Go to your profile page.
2. In the Meeting section, you can see your “Personal Link”
3. Select Customize and Save Change once you are done
4. Navigate to the meetings page.
5. Select the top tab “Personal Room”.
6. Towards the bottom of the page, select “Edit” and uncheck the “Passcode” box.
7. Select “Save”.

Zoom Waiting Rooms

It’s recommended you enable the Waiting Room feature for your personal meeting room to prevent others from joining (in the event of back-to-back meetings, for example).
There are a few steps to get this enabled for personal meetings:

1. Go to your Zoom setings page
2. Click on the Meeting tab
3. Scroll down to Security and toggle the Waiting Room option on
4. You can now further edit the waiting room options and/or customize your waiting room with custom videos or images.
   1. Please see Zoom’s official documentation for more details

Enable Screen Sharing

In order to share your screen with call participants, you need to grant Zoom the appropriate access in your Mac’s system settings.

1. Open Zoom and start a meeting using New meeting
2. Click Share and select a screen or application window to share
3. A prompt should appear asking you to allow “zoom.us” to record this computer’s screen and audio, click “Open System Settings”. Enable “zoom” from the list that appears.
   1. To manually enable this open your Mac System Settings app and navigate to Privacy & Security > Screen & System Audio Recording and enable zoom and follow the prompt.
   2. If Zoom does not appear on the list, click the + button and manually select the zoom.us application
4. Restart Zoom

Enable captions and live transcription

If you are the meeting host, consider enabling live transcriptions for accessibility. Live transcription is not enabled by default, and must be enabled manually for each meeting:

1. In the Zoom toolbar, select CC (for closed captioning).
2. Select Enable live transcription.

If the host is not present, no one can enable live transcription. If you’ve created a meeting but won’t be attending, consider assigning alternative host permissions to someone who will be present, so they can enable live transcription.

Set up a shortcut for muting in Zoom

Sometimes you need a hot key to mute/unmute, even when Zoom is not the selected window. Follow these steps to set it up:

1. Navigate to Zoom > Preferences > Keyboard Shortcuts
2. Tick the box for Enable Global Shortcut to Mute/Unmute My Audio
3. You can map it to any keyboard shortcut such as F1 (Cmd 1)

Enabling email notifications for hosts when attendees join first

1. Go to your Zoom account settings.
2. Click the Meeting tab.
3. Under Email notification, click the When attendees join meeting before host toggle to enable or disable it.