Zoom Account Settings - Reference Guide

Created by Faye for Freshworks, Modified on Fri, 30 Jan at 11:03 AM by Faye for Freshworks

This article shows the default options for Encore Zoom account settings (for property managed events) and provides tips and explanations for the Encore use of various features.

For a full explanation of the features, visit Zoom Help: Changing Account Settings.

 

In this article:

Can't change settings: In general, you cannot change settings after a meeting or webinar has started. It is possible but you would have to stop the webinar, remove all the people, make the changes and have everyone log in again. This is very confusing for the users and should be avoided. It is the equivalent of making all the attendees leave the ballroom while you make some changes to the stage, then getting them to all come back in again.

Note that these settings are for the accounts provided by Encore for property managed events. The settings on these accounts are preset to a default status by the Encore team. Some of the settings are locked and you will not be able to change them.

Locked_by_Admin.png

 

You can tell if a setting has been modified as a [reset] button will appear. You can click this button to reset the setting to the account default.

Preset_by_admin.png

Look out for Pro Tips from our Virtual Event Specialist (VES) team

 

Meeting Types & Security

There are two general uses of Zoom for Encore events and they have slightly different default security requirements. The objective of the default settings is to make events as secure as possible but still smooth to run.

 

Zoom as a Tool

The technician is using Zoom as a tool to bring faces into a physical room for an in-person event.

In this case, the customer will not see what we are doing with Zoom and the form is to make them aware of the security precautions we are taking.

Zoom as a Platform

Zoom is being used as the platform for the event be it a meeting or webinar. The Zoom requirements will vary more depending on the customer's requirements. The customer will likely have someone involved in the meeting with host or co-host privileges and be able to see the settings currently applied in the meeting.

Some security settings will need to be different to make operating the event easier for example:

  • Allow people to unmute themselves.
  • Allow people to start their own video.
  • Allow people to rename themselves.
  • ...and several others.

 

Security

Require that all meetings are secured with one security option

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Waiting Room (Meeting Only)

002_Meeting_Security.jpg

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The waiting room is one of Encore's default security features. The technician or customer can check who is in the waiting room before letting them into the meeting. This is not foolproof, someone may have just set their name to be the same as someone else. It is one of several security measures and part of an overall secure approach to meetings.

The Waiting Room feature allows the host to control when a participant joins the meeting. As the meeting host, you can admit attendees one by one, or hold all attendees in the Waiting Room and admit them all at once. You can send all participants to the Waiting Room when joining your meeting, or you can allow participants from your Zoom account and participants with specified domains to bypass the Waiting Room. As the host, you can also choose to automatically move participants to the Waiting Room while a meeting is in progress if you lose connection from the meeting.

 

Require a passcode when scheduling new meetings

003_Meeting_Security.jpg

 

Require a passcode for instant meetings Not used

002_Account_Settings_-_Require_a_passcode_for_instant_meetings.jpg

 

Require a passcode for Personal Meeting ID (PMI) Not used

003_Account_Settings_-_Require_a_passcode_for_Personal_Meeting_ID.jpg

 

Webinar Passcode

004_Account_Settings_-_Webinar_Passcode.jpg

 

Require a passcode for Personal Audio Conference Not used

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Require a passcode for joining by phone

006_Account_Settings_-_Require_passcode_for_participants_joining_by_phone.jpg

 

Embed passcode in invite link for one-click join

009_Meeting_Security.jpg

 

Only authenticated panelists can join webinars Not normally used

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This is not generally used, instead, the host or co-host will simply promote attendees to panelists and demote panelists to attendees when needed. You should generally get panelists in place at the break before they are due to speak.

Only authenticated meeting participants and webinar attendees can join meetings and webinars Not normally used

011_Meeting_Security.jpg

Authentication is not generally used as it can cause confusion for the attendees. They have to log in using a registered Zoom account. Issues occur when attendees try and join the meeting without having access (or being able to remember) to their Zoom login details.

 

Block users in specific domains from joining meetings and webinars Not normally used

012_Meeting_Security.jpg

 

Only authenticated users can join meetings from Web Client

Not normally used

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Authentication is not generally used as it can cause confusion for the attendees. They have to log in using a registered Zoom account. Issues occur when attendees try and join the meeting without having access (or being able to remember) to their Zoom login details.

Approve or block entry for users from specific countries/regions Not normally used

014_Meeting_Security.jpg

 

Schedule Meeting

Host video

015_Meeting_Schedule_Meeting.jpg

 

Participants video

016_Meeting_Schedule_Meeting.jpg

 

Audio Type

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Allow participants to join before host

018_Meeting_Schedule_Meeting.jpg

This will be automatically disabled if the waiting room is enabled.

Allow Zoom Rooms to start meeting with Host Key Not Used

019_Meeting_Schedule_Meeting.jpg

 

Enable Personal Meeting ID Not Used

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Add watermark Not used

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Mute all participants when they join a meeting

026_Meeting_Schedule_Meeting.jpg

 

Upcoming meeting reminder

008_Account_Settings_-_Upcoming_meeting_reminder.jpg

 

In Meeting (Basic)

 

Require encryption for 3rd party endpoints (SIP/H.323)

028_Meeting_In_Meeting_Basic.jpg

 

Chat

009_Account_Settings_-_Chat.jpg

 

Private chat Not used

010_Account_Settings_-_Private_Chat.jpg

Auto saving chats

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Sound notification when someone joins or leaves Not normally used

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Send files via meeting chat Not normally used

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Send files via webinar chat Not normally used

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Feedback to Zoom Not used

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Display end-of-meeting experience feedback survey Not used

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Co-host

038_Meeting_In_Meeting_Basic.jpg

Co-hosts are very commonly used for both additional Encore team members and members of the customer's team.

Meeting Polls/Quizzes

039_Meeting_In_Meeting_Basic.jpg

Polls and Quizzes can only be created by logging into the account in a web browser with the account login, going to the appropriate meeting and creating the questions. Only Encore team members are allowed access to Encore Zoom accounts.

The customer is never allowed to have Encore account login details.

Meeting Survey Not normally used

040_Meeting_In_Meeting_Basic.jpg

 

Webinar Polls/Quizzes

041_Meeting_In_Meeting_Basic.jpg

Polls and Quizzes can only be created by logging into the account with the account login, going to the appropriate meeting and creating the questions. Only Encore team members are allowed access to Encore Zoom accounts.

The customer is never allowed to have Encore account login details.

Webinar Survey

042_Meeting_In_Meeting_Basic.jpg

 

Always show meeting control toolbar Not normally used

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Show Zoom windows during screen share

044_Meeting_In_Meeting_Basic.jpg

 

Screen sharing

045_Meeting_In_Meeting_Basic.jpg

 

Disable desktop screen sharing for meetings you host Not normally used

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Disable screen sharing when guests are in the meeting Not normally used

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Annotation

048_Meeting_In_Meeting_Basic.jpg

 

Whiteboard (Classic) Not normally used

011_Account_Settings_-_Whiteboard_Classic.jpg

 

Remote control

051_Meeting_In_Meeting_Basic.jpg

 

Slide Control Not normally used

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Non-verbal feedback Not normally used

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Meeting reactions Not normally used

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Webinar reactions Not normally used

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Join different meetings simultaneously on desktop Not used

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Allow removed participants to rejoin

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Show invitee list in the Participants panel Not normally used

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Allow users to change their name when joining a meeting

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Allow participants to rename themselves

059_Meeting_In_Meeting_Basic.jpg

 

Allow host or co-host to rename participants in the waiting room

012_Account_Settings_-_Allow_host_or_co-host_to_rename_participants_in_the_waiting_room.jpg

 

Hide participant profile pictures in a meeting

061_Meeting_In_Meeting_Basic.jpg

 

In Meeting (Advanced)

Report to Zoom

062_Meeting_In_Meeting_Advanced.jpg

 

Webinar - Session Branding Not normally used

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Q&A in webinar

064_Meeting_In_Meeting_Advanced.jpg

 

Breakout room

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Breakout rooms are used to split the participants into smaller groups so each group can have its own conversation. Breakout rooms can also be used as a green room and main stage under the control of an Encore technician.

Remote support Not normally used

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Manual Captions

013_Account_Settings_-_Manual_Captions.jpg

 

Automated captions

014_Account_Settings_-_Automated_Captions.jpg

 

Full transcript

015_Account_Settings_-_Full_Transcript.jpg

 

Save Captions

068_Meeting_In_Meeting_Advanced.jpg

 

Language Interpretation

069_Meeting_In_Meeting_Advanced.jpg

 

Far end camera control Not normally used

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Group HD video

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Virtual background

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Video filters Not normally used 073_Meeting_In_Meeting_Advanced.jpg

 

Avatars

074_Meeting_In_Meeting_Advanced.jpg

 

Immersive View Not normally used

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Focus Mode Not normally used

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Identify guest participants in the meeting/webinar Not normally used

077_Meeting_In_Meeting_Advanced.jpg

 

Auto-answer group in chat

016_Account_Settings_-_Auto-answer_group_in_chat.jpg

 

Only show default email when sending email invites

079_Meeting_In_Meeting_Advanced.jpg

 

Use HTML format email for Outlook plugin

080_Meeting_In_Meeting_Advanced.jpg

 

Allow users to select stereo audio in their client settings

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Show a "Join from your browser" link

082_Meeting_In_Meeting_Advanced.jpg

 

Show "Always join from browser" option when joining from join.zoom.us Not normally used

083_Meeting_In_Meeting_Advanced.jpg

 

Allow livestreaming of meetings

017_Account_Settings_-_Allow_livestreaming_of_meetings.jpg

 

Allow livestreaming of webinars

018_Account_Settings_-_Allow_livestreaming_of_webinars.jpg

Be aware that we have no control over a solution that is not provided by Encore such as streaming to our Brightcove Content Delivery Network. Events that customers have streamed to Youtube have previously had the channel blocked mid event as it automatically detected copyrighted content.

Show a custom disclaimer when starting or joining a meeting Not normally used

087_Meeting_In_Meeting_Advanced.jpg

 

Request permission to unmute Not normally used

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Enable "Stop incoming video" feature

089_Meeting_In_Meeting_Advanced.jpg

 

Save Gallery View Not normally used

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Email Notification

 

When a cloud recording is available Not used

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When attendees join meeting before host Not used

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When a meeting is cancelled Not used

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When an alternative host is set or removed from a meeting Not used

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When someone scheduled a meeting for a host Not used

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When the cloud recording is going to be permanently deleted from trash Not used

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Other

 

Blur snapshot on iOS app switcher

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Call a SIP/H.323 room system directly from the client Not used

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Invitation Email

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Schedule Privilege Not used

100_Meeting_Other.jpg

 

Recording

Recording settings are locked down to ensure consistency and security. You are able to access any cloud recordings in your account. Recording links are time-limited and recordings will automatically be deleted after 60 days.

Local recording101_Recording.jpg

 

 

Cloud recording

Zoom_Account_Settings_-_Reference_Guide.png

 

Allow cloud recording sharing

Leave enabled so you can access recording links from the Support Center team

019_Account_Settings_-_Allow_cloud_recording_sharing.png

 

Automatic recording

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IP Address Access Control Not used

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Require users to authenticate before viewing cloud recordings Not used

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Set recording as on-demand by default Not used

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Require passcode to access shared cloud recordings

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Viewers can see the transcript

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Viewers can see the chat

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Delete cloud recordings after a specified number of days

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The host can delete cloud recordings Not used

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Recording notifications - Zoom clients

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Recording notifications - Phone users Not used

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Audio Conferencing

Show international numbers link on the invitation email

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Toll Call

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Toll-free and Fee-based Toll Call

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Call Me and Invite by Phone

118_Audio_Conference.jpg

 

Personal Audio Conference (PAC)

119_Audio_Conference.jpg

 

3rd Party Audio Not used

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Mask phone number in the participant list Not used

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Global Dial-in Countries/Regions

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