Zoom Meetings can be used to run an event with up to 300 participants, and larger groups can be accommodated on request. Before setting up a Zoom meeting, it is recommended that you view the meeting options available in Microsoft Teams as this may be more suitable for your needs. 

Zoom offers multiple ways to schedule meetings.

Scheduling meetings

Desktop Client (Zoom app)

1. Launch the Zoom app (from Start menu on Windows, from Applications on Mac) and select Schedule.

Select Schedule
2. Enter the Topic, start and duration preferences for the meeting.
3. The Passcode feature is enabled and locked by default.
4. The Waiting Room feature (under Security) is enabled by default but may need be deselected for large meetings where that feature is impractical.
5. Under Calendar, select the type of calendar to open the invitation in.
6. To add a Co-Host for the meeting, enter the email address they will be joining with in the Alternative hosts section under the Advanced Options menu.advanced options
7. Select Save to schedule the meeting.
8. In the email invite that is created, add the attendees to the meeting.
9. You can start the meeting by accessing the Meetings option at the top of the Zoom main screen and selecting Start for the appropriate meeting.Schedule meeting box

 

Web portal

  1. Log in to Imperial Zoom log in web page and select Meetings and then Schedule a New Meeting.
  2. Input the meeting details and select Save at the bottom of the screen.
  3. You can then copy the URL or add to your calendar to share with participants.

Recurring meeting

Zoom allows you to schedule meetings with multiple occurrences so that each occurrence uses the same meeting ID and settings. Meetings can be scheduled in daily, weekly, and monthly increments. You can also set a recurring meeting to be used at any time. Meeting IDs for recurring meetings expire 365 days after the meeting was last started.

Via the Desktop Client

  1. Sign in to the Zoom desktop client and select Schedule.
  2. Enter the meeting Topic, Start time and Duration.
  3. Select the Recurring meeting check box.
  4. Select Save to open the calendar you have selected and set up your recurring meeting.

recurring meeting checkbox

Via the Web Portal

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, select Meetings.
  3. Select Schedule a Meeting.
  4. Below the Time Zone option, make sure the Recurring meeting option is checked.
  5. Edit the recurrence. This includes the number of times the meeting occurs and how often it occurs.

Scheduling privileges

You can assign or delegate a user or multiple users in your account to schedule meetings on your behalf.   You can also schedule meetings on behalf of a user (or multiple users) that has assigned you scheduling privilege. Please note that you and the assigned scheduler must have a licenced account.   

Set up scheduling privileges 

  1. Sign in to the Zoom web portal. 
  2. Under the Personal menu, select Settings. 
  3. Select Other, then select the plus sign (+) next to Assign scheduling privilege to. 
  4. Enter one or more email addresses in the window that appears, separated with a comma. 
  5. Select Assign to save your changes. 

If the user was assigned successfully, they will appear under Assign scheduling privilege to. However, the individual will need to sign out of their Zoom desktop client and sign in again before they will be able to schedule for your meetings. 

Schedule on behalf of another user 

The user given scheduling privilege will need to logout of the Zoom client and login again for the scheduling privilege option to appear. 

  1. Sign in to the Zoom Desktop Client. 
  2. Click on the Schedule icon. 
  3. This will open the Schedule Meeting window. 
  4. In the Schedule for section, found below the Topic section, choose the user you want to Schedule for from the dropdown menu. 
  5. Select Save to finish. 

Allowing external participants to join a meeting

If you need to set up a Zoom meeting with external participants, follow the instructions listed below when creating or editing a meeting.  Depending on the level of security required for your meeting, you can either a) Force sign in with a Zoom account (e.g. attendee does not need to have an Imperial College account but must have a Zoom account), OR b) allow anyone with the link/passcode to join.   

  1. Sign in to the Zoom web portal and go to Meetings in the left-hand menu. 
  2. Edit an existing meeting or click on schedule a meeting to create a new event. 
  3. Under Require authentication to join change pulldown setting to Sign in to Zoom (option a above), OR Untick Require authentication to join (option b above)    

Please note that if you are using a recurring meeting, this changes the setting for all the meetings using this link. It is recommended editing this setting only when you have guest participants and re-adding the Imperial Staff/Students selection after the meeting has concluded. 

If you require an external participant to host a meeting or webinar then you will need to register them with an Imperial College account, as highlighted on our Accessing Zoom webpage.

Join a meeting

Using Meeting ID 

  1. Attendees will need to log into Zoom with their Imperial College login credentials.   
  2. From the Zoom Web interface go to the JOIN A MEETING tab in the top right-hand corner. From the desktop app select the Join icon.  
  3. If prompted, add your designated Meeting ID (The Meeting ID can be a 9, 10, or 11-Digit number) and passcode. The Meeting ID and passcode should be provided to attendees by the host. 
  4. Select Join and your meeting will start.  

From an Email Invitation  

  1. Select the Zoom link shared with you through email.  
  2. Select Launch application. If required, this will install the Zoom app on your computer.  
  3. After the Zoom app is installed, your meeting will start. 

Meeting Features

Waiting rooms

Waiting rooms can be used to manage your participants in Zoom, ensuring only those that you wish are allowed to attend a meeting. 

  1. Schedule a meeting in the Zoom app, using the steps listed above.
  2. Under the Security section, ensure that the Waiting Room tick box is selected. 

Waiting room

Participants can be moved from the waiting room into the meeting by using the Manage Participants option. Participants can be invited on mass by selecting Admit all, or individually by selecting each name in the queue. 

If waiting rooms are not enabled, all participants will automatically be admitted to the meeting.  

Visit the Zoom web pages for further guidance on using waiting rooms.

Screen Sharing

Whilst in a Zoom meeting you can share any content from your computer or device with participants.

1. Select the Share Screen icon in the meeting options at the bottom of the screen.Share screen button
2. Select the screen you want to share. You can also choose an individual application that is already open on your computer.
3. Choose a particular window to share and select Share.

Zoom will automatically switch to full screen to optimize the shared screen view. To exit full-screen, select Exit Full Screen in the top-right corner or press the Esc key.

Please note that by default only meeting hosts or co-hosts can share content. To allow all meeting participants to share content select the up arrow (^) next to the Share Screen option; select Advanced Sharing Options and enable All Participants to share.

For more information, including sharing via a Mac device, can be found on the Zoom support pages

Manage Participant

Whilst in a Zoom meeting you can manage the participants attending the meeting.

1. Select the Participants icon in the meeting options at the bottom of the screen to display the participants list.participants
2. Hover over a participant and select More to bring up the following options:

  • Chat: Speak directly to the chosen participant
  • Video
  • Make Host
  • Put in Waiting Room
  • Remove

Visit the Zoom support webpages more information on managing participants in a meeting

Co-hosts and alternative hosts

The co-host feature allows the host to share hosting privileges with another participant, allowing the co-host to manage the administrative side of the meeting, such as managing participants or starting/stopping the recording. There is no limitation on the number of co-hosts you can have in a meeting. Please note that co-hosts are unable to start a meeting on behalf of the host. 

A co-host can perform the following tasks: 

  • Start and stop recordings 
  • Manage in-meeting security features 
  • Admit participants from the waiting room 
  • Manage participants including muting microphones or lowering hands 
  • Share their screen 
  • Start and manage breakout rooms if both the host and co-host are using Zoom 5.4.6 or higher 

To designate co-hosts during a meeting: 

  1. Select the Participants icon the meeting options at the bottom of the screen to display the participants list. 
  2. Hover over the name of the desired co-host and select the More option. 
  3. Select Make Co-host from the menu that appears. 

To remove a co-host, follow steps 1-3 above and select Withdraw Co-host Permission.   

For more information on the co-host controls please read the Zoom guidance web pages.  

Alternative Hosts 

Alternative Hosts provide individuals with the ability to start a meeting on the host's behalf. If an alternative host starts a meeting, they will receive the same privileges as the original host. If the host already started the meeting, the alternative host will join as a co-host.   

Alternative hosts can be designated when scheduling or editing a meeting (see above for scheduling meeting instructions):  

  • Web portal: Scroll to the bottom of the page and locate the Alternative Hosts field. You can then add the email addresses of the required alternative hosts. 
  • Zoom app: Alternative Hosts can be found within the Advanced Options section of the scheduler when using the Zoom app.

When you add an alternative host to a meeting, they will receive an email confirming that they have been added as an alternative host.  This email will also provide a calendar link that can be saved and a link to start the meeting. 

Please note that any meeting you have been added 
to as an alternative host will not appear in your upcoming meetings in Zoom; therefore it is recommended that you add the meeting to your calendar manually when the email confirming you as an alternative host is received.    

Meeting Security

It is important to consider how secure your meeting is when using Zoom.  For certain meeting types of meeting, it may be more suitable to use Microsoft Teams. 

Consider the following steps to ensure your Zoom meeting is secure: 

  • Password protecting your meeting. 
  • Use the Waiting Room feature to control access. 

You may want to restrict what participants can do in a meeting that you are hosting by:

  • Disabling screen sharing by participants. 
  • Disabling private chat between participants. 
  • Disabling annotation by participants of the screens you share. 

Zoom have created a PDF which details how you can increase security in your Zoom meetings.

Data Protection 

The recording of meetings is subject to GDPR and existing Imperial College recording policy. Participants must be informed that they are being recorded and recordings must be managed in a manner compliant with GDPR.  The following steps should occur: 

  • Notify participants that the meeting will be recorded and how and with whom this will be shared.  
  • If attendees do not want to be recorded, they have a prompt before the recordings starts where they can choose to agree to or leave the meeting. 
  • Hosts can restrict access to the recording to the intended audience. 
  • Manage storage, archiving and deletion in line with agreed retention schedules. 

The link below provides further guidance on audio and video recording - For further guidance on audio and video recording, please read our lecture recording guidelines (PDF).