How Do I Setup an Integration with Zoom?

Save time issuing Credentials to Zoom meeting attendees with this Accredible/Zoom plugin. This article will explain how.

Installing Zoom Plugin

Accessing Zoom Plugin

Configure and Manage Issuance

Configure a Future Meeting

Manage a Past Meeting

Uninstalling App

 

Important Note: You will need a paid Zoom account to use this integration. 

Installing Zoom Plugin

  1. Select 'Integrations' from the menu at the top of your ACMS dashboard.
  2. Input 'Zoom' into the 'Search for integrations' search bar.
  3. Click on 'View Details' on the Zoom Item.
  4. Click on 'Install".
  5. After 'Install' there will be a popup asking to authorize Accredible to access Zoom. 

 


Accessing Zoom Plugin

Once authorized, the button on the Zoom Integration page will change to "Credential Issuance" and clicking the button will launch the integration.


Configure and Manage Issuance

Once Launched you will need to select a Host to see their list of meetings. 

Important Note: You must have account-level Zoom admin permissions so that you can select various meeting hosts and configure issuance settings.

Once a host is selected you will be able to view a list of past and future meetings. The far right column will show 'Manage' when the meeting is past or 'Configure' when the meeting is upcoming. 

 

Configure a Future Meeting

Select 'Configure' on the meeting you would like to add a Credential.

Auto Issuance settings will then be displayed as shown in the example on the right.

Select a group to be added and then the criteria. The first choice will be manual and the other two choices will be automatic.

When Selecting the auto issuance options, credentials will be automatically issued to participant email addresses when the meeting ends.

 

 

Manage a Past Meeting

Select 'Manage' on the meeting you would like to add a Credential.

You will then see a list of participants along with how long they were in the meeting and if they have been issued a Credential. You can bulk issue by selecting multiple participants or issue Credentials individually. 

 

Important Note: You can only issue credentials to non-recurring meetings.


Un-Installing Zoom Plugin

  1. Navigate to your Zoom App Marketplace > Installed Apps.
  2. Click Uninstall. 

Has this article helped you? Let us know!

If you would like to tell us about any improvements you feel could be made to this page, you can email us at support@accredible.com.