iDesign Helpdesk

TABLE OF CONTENTS

• Sign in and Join a Meeting
• Home
• Chat
• Meetings
• Contacts
• In Meeting Controls
• Additional Support

Sign in and Join a Meeting

• Launch Zoom and click the “Join a Meeting” button to join without signing in or the “Sign In” button to log in and access features such as scheduling a meeting.
• Sign in using Zoom, Google, Facebook, or SSO: 
  • Click “Forgot” if you have an account but cannot remember your password.
  • Click “Sign Up Free” if you need to create an account. 

Home

• When you sign in and reach Home, you will see the following options (Figure 1 further down):
  • New Meeting: Start an instant meeting. Click the down arrow to enable video, or use your personal meeting ID (PMI) for instant meetings.
  • Join: Join a meeting that is in progress.
  • Schedule: Set up a future meeting.
  • Share Screen: Share your screen in a Zoom Room by entering in the sharing key or meeting ID.
  • Date and time with background image: To change the background image, hover over the picture and click the camera icon.
  • Upcoming meeting: Displays the next meeting for the current day. Add a third-party calendar service if you want to sync upcoming meetings.

Figure 1

• Profile: Click your profile picture to do the following:
  • Add a personal note.
  • Settings: Access settings that you can change in the client.
  • Change your status to Available, Away, or Do Not Disturb.
  • My Profile: Open the Zoom web portal to edit your profile.
  • Help: Open the Zoom Help Center.
  • Check for Updates: Check if Zoom is up-to-date.
  • About Zoom: View the current version.
  • Switch to Portrait View: Switch the Zoom window to portrait view if you prefer a narrower window.
  • Sign out.
  • Upgrade to Pro (if you are on a free account).

Chat

• Select the “Chat” tab at the top to view private conversations with your contacts or group conversations (channels), where you can:
  • Jump to search box: Search for a contact or channel.
  • Starred Messages: View messages you have starred.
  • Click your name to use your personal chat space.
  • Click the “+” icon next to Recent: Start a new chat with one of your contacts, create a channel for group chats, or join an existing channel.
  • Under Recent, click a contact to view chat history and continue to chat with them. Contacts have a status icon before their name.
  • Under Recent, click a channel (indicated by the group icon before the name) to view the channel's chat history and send messages to channel members.
• After selecting a contact or channel in the left-side panel, you can use the following features in the chat window:
  • Star icon: Add the contact or channel to your starred list, giving you quick access to those contacts or channels.
  • Video icon: Start a meeting with the contact. If a channel is selected, this will start a meeting with all members of the channel.
  • New window icon (hover your pointer over the contact or channel name to display this icon): This opens the selected chat in a new window.
  • Info icon: View additional options for the contact or channel. Also gives you quick access to files, images, and starred messages in the selected chat.
  • Message box: Compose and send messages to your contact or channel. You can also send screenshots, files, code snippets, and animated GIFs.

Meetings

• Select the “Meetings” tab and click “Upcoming” to view, start, edit, and delete scheduled meetings. You can click the following options after selecting a scheduled meeting in the left-side panel:
  • Add Icon: Schedule a new meeting.
  • Refresh Icon: Refresh the meeting list if you don't see your scheduled meeting.
  • Start: Start the scheduled meeting that you have selected in your upcoming meetings.
  • Copy Invitation: Copy the scheduled meeting's invitation text, allowing you to manually paste into an email, instant messenger, etc. Click “Show Meeting Invitation” if you want to view the invitation you're copying.
  • Edit: Edit the meeting options for your scheduled meeting.
  • Delete: Permanently delete your scheduled meeting.

Contacts

• Select the “Contacts” tab to view and manage your contacts.
• Directory tab: View a directory of all your contacts, including starred, external, and auto answer contacts. If your organization has Zoom Rooms, you will also see a list of them.
• Channels tab: View a directory of your channels (used for group messaging). Starred channels appear at the top of the list.
• Add icon: Show options for contacts and channels. You can add a contact, create a contact group, create a channel, or join a channel.

In Meeting Controls

• Once you have started or joined a meeting, you can access the meeting controls located at the bottom of the meeting window (move your mouse in the Zoom window to display meeting controls). Learn more about meeting controls for the following:
  • Hosts
  • Cohosts
  • Attendees
  • Join a test meeting

Additional Support

• Watch the Getting Started Videos 
• Weekly Zoom Meetings and Webinar Trainings

Adapted from Zoom