Follow

How do I set up Zoom and use it in my platform?

Setting up Zoom is easy! By following these steps, you'll be able to integrate your Zoom account with your SkyPrep platform and use it to host remote training.

 

Initial Setup

To begin, click on Home, then Integrations.

1.png

 

Next, click on Add to SkyPrep in the Zoom tile.

2.png

 

Click on Connect your Zoom Account.

3.png

 

Next, sign into Zoom by entering your login credentials, then click on Sign In. Please keep in mind that you should be using the main Zoom account for this integration. This is the account through which all of the Zoom meeting will be hosted.

4.png

 

If linked successfully, you should see your information displayed on the next page.

5.png

 

Next, log into your Zoom account and navigate to your Account Settings page. Select and lock the Require a password when scheduled new meetings setting, as well as Require a password for meetings which have already been scheduled, if required.

1_9rku5XkLz679PcUa7X6ggg.png

If you want to allow users to join the meeting without having your users enter a password, you can enable and lock the Embed password in meeting link for one-click join option in the same area.

 

Creating a Zoom meeting

To create a meeting in Zoom, click on Teaching, then on Courses, and finally click on the course that you want to add a meeting to.

z1.png

 

In the Course Content tab, click on the Add Items to This Course drop-down menu and select Add Webinar.

mceclip0.png

 

Fill in the form that appears, and make sure that Zoom is selected under Webinar Tool. Click Proceed to Adding Timeslots once you're done.

mceclip1.png

In the next pop-up, you will be creating the first time slot.

mceclip2.png

Timeslot Description: Use this field to provide information to your users about the time slot.

LocationUse this field to include any location-related information.

Start/End Date and Time: These two fields determine when the time slot begins and finishes. Clicking on these fields will open a calendar widget that allows for easy date and time selection. 

Time Zone: The time zone that the above date and time takes place in. Users with different time zones will have their Zoom session automatically converted to display the correct time.

Capacity: The maximum number of attendees for the time slot. Users will not be able to register if the capacity has been reached.

Primary Instructor: Use this field to enter the name of the webinar instructor(s).

Attendance Key: This will serve as the password for joining the Zoom session. It is also used for learners to mark themselves as having attended the session. 

To add an additional time slot, click on Add Timeslot. This will create another slot that users can join. A user will only need to attend one in order to have the module marked as completed. If you require a user to attend multiple sessions, you will need to create multiple Zoom modules, each with their own time slot(s).

Once finished, you can click on the blue arrow (mceclip5.png) at the bottom-right and click Finish Adding Timeslots.

Alternatively, you can click on Proceed to Registering Learners to add users to the meeting. This will bring up a new pop-up that lists all of the available time slots. Click on Capacity to begin adding users.

mceclip6.png

Use the dropdown in the upper-right to select users in the course to enrol, then click on Register User. Once users have been added, you can change their Status from Pending to Absent or Present if required, and you can also Unregister them from the time slot if they were accidentally added. The Bulk Attendance drop-down will let you change the Status for all users at once.

Once finished, you can click on Back to timeslot list in the upper-left to go back to the previous page to select a different time slot. After all users have been registered, you can click on the in the upper-right of any panel to close the pop-up.

mceclip7.png

You will then see the module show up in your course's Course Modules list. 

 

User Registration

When a learner logs in, they will see a prompt at the top of the screen notifying them that they need to register for a session if they were not already enrolled during the webinar creation process.

z2.png

 

After clicking on Register Now, the learner will be able to see all available time slots, together with a Register button that allows them to sign up for the session. Once they sign up, they can enter the session as an attendee by clicking on the item in the course.

11.png

 

Launching the Session as an Admin

To begin the session, just click on Teaching, then on Instructor-Led Training. Use the dropdown menu to choose the course that contains the Zoom session you want to launch, then click on the play icon for the respective session. 

If you did not opt to allow users to join without a password, click on the button under Capacity to view the Attendance Key which acts as the password. 

12.png

 

Once you've clicked it, Zoom should open in a new tab. Accept the prompt if required, and the session will begin.

13.png

 

 

Uninstalling your Zoom Integration

To uninstall the integration through SkyPrep, click on Integrations, then on Configure beside Zoom.

a.png

 

Next, just click on Disconnect your Zoom Account.

b.png

 

Alternatively, you can deauthorize the integration through your Zoom marketplace. Once we have received the deauthorization request, we will follow the information that is passed in and the associated account will be removed with one hour. 

 

I Can't Connect my Zoom Account

Screen_Shot_2020-04-28_at_10.20.38_AM.png

Please note that your must be an admin for your Zoom account in order to connect it with SkyPrep. If you are not an admin for your Zoom account, you can ask your Zoom admin to allow you to add the SkyPrep app through Zoom's marketplace.

 

Receiving Support

If you require support, you can contact our support team Monday through Friday, from 10:00 - 6:00 EST.

To contact our support team, you can:

  1. Submit a ticket by clicking on Help Resources in the bottom-right corner of your platform and choosing the Ask Us A Question option.
  2. Send an email to support@skyprep.com.
  3. Contact us via phone at 1 855 759 7737 if you are on the AdvancedPremium, or Enterprise plan. You will be prompted to enter your Support PIN which can be found by clicking on your name in the upper-right corner of the platform.

If you contact us via the first two methods, we will respond within one business day at most. However, you can expect a response within two hours under most circumstances.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments