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App Type
Select the app you created credentials for on the Zoom site:
- Server-to-Server OAuth – Default. This is the only app that will work for using Zoom with RB9.
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*Client ID
Required
Enter the client ID you generated in your Zoom account.
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*Client Secret
Required
Enter the secret code you generated in your Zoom account.
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*Account ID
Required
Enter the account ID you generated in your Zoom account.
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Topic
Edit/enter text. Add data fields by clicking your cursor in the field where you want to insert a data field, then click
> [category] > [data field]. -
Description
Edit/enter text. Add data fields by clicking your cursor in the field where you want to insert a data field, then click > [category] > [data field]. -
Video Host
If you want to start meetings with the host’s video on, select Yes. If you want to turn it on when you enter a meeting, select No. -
Video participant
Default is No. If you want to start meetings with all participants’ video turned on, click the slider to select Yes. Participants can still turn their own video off and on during the meeting. -
Allow participants to join anytime
Default is Yes. If you do not want meeting participants to join meetings before the host arrives, click the slider to select No. If you enabled the Waiting Room, this option will not work. -
Mute participants upon entry
Default is No. Click the slider to select Yes if you want to have meeting participants muted at first; you can unmute them later during meetings or allow them to unmute themselves. -
Automatically record meeting (if selected option is unavailable, this option will be ignored)
Select where you want records of meetings saved:
- None – Default is to not record meetings.
- Cloud – To save meeting recordings in the Zoom account assigned to the meeting.
- Local – To save meeting recordings to the computer used to host the meeting.
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Waiting Room
If you want to control how participants enter meetings, click the slider to select Yes. -
Host URL to
Select where the host’s sign-in URL will appear:- Resource Notification Notes – If an assigned resource (someone other than you) will be hosting.
- Scheduling Notes – If you or another RB user in your company will be hosting.
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Join URL to
Select where the participants’ sign-in URL will appear when Zoom meeting is scheduled:- Confirmation Notes – URL will also appear on Job Confirmation forms if you have included the Confirmation Notes data field in the Job Confirmation form template. This is an easy way to share the URL before the event with the ordering client. (See Editing form templates: Data Fields options.)
- Job Location – Meeting URL will appear in the Job Location pane’s URL field.