Zoom - Create a Meeting

Description:

Create a Zoom meeting with the App or via the website.

Instructions:

Zoom App

  1. On your desktop, click the magnifying glass in the lower left corner
  2. Type Zoom
  3. Click Open
  4. Click Sign In 
  5. Click SSO
    Zoom sign-in screen with SSO login option highlighted in red.
  6. Enter delhi 
  7. Click Continue
    Zoom home screen with Schedule button highlighted in red.
  8. Login with SSO credentials 
  9. Click 'Schedule'
    Schedule Meeting settings in Zoom app showing topic, date, meeting ID options, passcode, and “Only authenticated users can join” checked.

    See image below for a visual of these settings
  10. Basics: Enter a Topic, Date & Time (Attendees are NOT required)
  11. Meeting ID:
    1. Generate Automatically: Used for most meetings, especially large 
    2. Personal Meeting ID: Used for some one on one meetings, or small meetings with close associates 
      1. TIP: See Related Articles to learn how to customise your Personal Meeting ID - you can make it your phone number!
  12. Security:
    1. Password - choose to have this or not, set a custom number if you wish
    2. Waiting Room - Can be ideal for Interview situations
    3. Require authentication to join - You must have a SUNY Delhi login, and login to join the meeting.
      1. This is a VERY good choice to choose for most meetings EXCEPT if external users need to join.
  13. Video & Audio: Set per your preferences
  14. Advanced Options: CLICK SHOW
    1. Mute participants upon entry - HIGHLY recommended for large meetings
    2. Automatically record meeting may be desired
      1. Be sure to select In the cloud
    3. Alternative Hosts - Larger meetings where assistance may be requested, please add helpdesk@delhi.edu here 
  15. Click Save
    Schedule Meeting settings in Zoom app showing topic, date, meeting ID options, passcode, and “Only authenticated users can join” checked.
    Additional Zoom scheduling settings showing video, audio, advanced options, mute participants, automatic cloud recording, and alternative hosts; Save button highlighted.
  16. You will see your meeting under your calendar in the app.
    1. Click 3 dots by meeting
    2. Click Copy Invitation
    3. Paste it into an email/share with others 
      Zoom home screen showing scheduled meeting with menu open and “Copy Invitation” option highlighted

Website

  1. Visit 'delhi.zoom.us'
  2. Click 'Sign in'
  3. Enter SSO information
  4. Click 'Meetings'

Zoom web portal with Meetings tab highlighted in the left navigation menu.

  1. Click Schedule a New Meeting

Schedule Meeting page on Zoom website with topic, date, meeting ID options, passcode, and “Require authentication to join” checked.

  1. Basics: Enter a Topic, optional description, Date, Time and Duration
  2. Meeting ID:
    1. Generate Automatically: Used for most meetings, especially large 
    2. Personal Meeting ID: Used for some one on one meetings, or small meetings with close associates 
      1. TIP: See Related Articles to learn how to customise your Personal Meeting ID - you can make it your phone number!
  3. Security:
    1. Password - choose to have this or not, set a custom number if you wish
    2. Waiting Room - Can be ideal for Interview situations
    3. Require authentication to join - You must have a SUNY Delhi login, and login to join the meeting.
      1. This is a VERY good choice to choose for most meetings EXCEPT if external users need to join.
  4. Do NOT Save yet - SCROLL DOWN
    Additional meeting options on Zoom website showing mute participants, automatic cloud recording, and alternative hosts; Save button highlighted.
     
  5. Video & Audio: Set per your preferences
  6. Options: CLICK SHOW
    1. Mute participants upon entry - HIGHLY recommended for large meetings
    2. Automatically record meeting may be desired
      1. Be sure to select In the cloud
    3. Alternative Hosts - Larger meetings where assistance may be requested, please add helpdesk@delhi.edu here 
  7. Click Save
    Zoom confirmation message stating no attendees added, with Save and Cancel buttons.
  8. Depending on your choice of Meeting ID, you may see this message, click Save
  9. Uploaded Image (Thumbnail)You'll then be brought to a confirmation page with invite options
    1. You can click Copy Invitation at the bottom and paste it into an email. 
    2. Click the icon next to 'Invite Link' link to copy just the link to paste and share.

Zoom meeting details page showing meeting ID, invite link, and calendar add options highlighted.

Additional Info/Resources: 

See 'Related Articles' for other Zoom information and help