Getting started: Zoom quick start guide

Logging in to Zoom

1. Go to https://umsystem.zoom.us and sign in using your campus username and password.
2. Edit your Zoom account profile as desired.
   • Upload a professional profile picture. Participants in your meetings see your picture if video is not enabled.
   • Personal Meeting ID: You may leave this as the default, or you may change it. We recommend using your university phone number as it’s easier to remember.
   • Personal Link: You can create a custom link that can be shared with your meeting participants at any time.

Install Zoom on your desktop or laptop

1. Download and install the Zoom Workplace App on your desktop or laptop: https://umsystem.zoom.us/download
   ⚠️ Note: If you are using a university computer, visit the Software Center to download the Zoom Workplace App. 
2. Sign in using SSO.
3. Enter umsystem as the domain.
4. Enter your username and password to log in.
5. Select New Meeting (see Fig. 1).
   
   Figure 1: New Meeting icon

Explore audio & video features in Zoom

When you launch Zoom, you should see a pop-up box that allows you to configure your audio settings.
You can choose the microphone on your device, or you can call using your phone (see Fig. 2).

Figure 2: Join audio with phone or computer audio

To use your computer, select the Test Computer Mic & Speakers button to make sure everything is working. You’ll see a toolbar on the bottom left with various audio and video options (see Fig. 3).

Figure 3: Audio and Video options

Label 1: Mute or unmute your microphone. You can also see this icon bouncing when you talk, indicating that your microphone is working.

Label 2: Select the up arrow to adjust audio settings, microphone selection or audio volume.

Label 3: Start or stop your Video broadcast.

Label 4: Select the up arrow to choose a different camera or to adjust video settings. You can change from widescreen or standard format.

Explore the other toolbar options (see Fig. 4)

Figure 4: Zoom toolbar options

See this Zoom guide for more details on the toolbar.

Schedule a meeting

⚠️ Note: If you are scheduling a Zoom meeting for all students in your Canvas course, please follow these instructions.

⚠️ Note: If you are scheduling a Zoom meeting via Outlook follow these instructions.

⚠️ Note: Do not schedule more than two concurrent meetings with the same Zoom account, as only two meetings can run from the same account at the same time.

1. Select the Schedule icon. 
2. A Schedule a Meeting window will appear. This window contains meeting options. The meeting options define the meeting details, including:
   • Enter a topic or title for the meeting. 
   • Set the meeting date and time. Leaders may also select to make the meeting recurring (use the same meeting several times). 
   • The tools that are available when the meeting begins:
     • Video when joining a meeting — This option determines whether the webcam (video) will be active immediately. The leader may turn off the webcam at any time. 
     • Audio Options — The meeting leader may engage only a telephone bridge, only VOIP (voice over IP), or both options for the meeting. This setting should default to our recommendation, which is the Both option. 
     • Meeting Options — Select to require a password, allow meeting attendees to join before the host (leader), or use the Personal Meeting ID for this meeting.
     • Calendar — The meeting leader may choose to engage a specific calendar for this meeting. If the Other option is selected, the meeting invitation will automatically appear on the screen after selecting Schedule.
   • Keep in mind that the creator of the meeting is automatically the meeting host. The host may choose to:
     • Allow meeting participants to join the meeting before the host.
     • Allow meeting participants to access Audio and Video (webcam) immediately upon entering the meeting environment.
3. To set the meeting, select the Schedule button.

Invite participants to a meeting

After scheduling a meeting, a meeting invitation is created that includes a link to the meeting and the meeting ID. Meeting hosts may choose to share this information with meeting participants in a variety of ways, including:

• Copy the full meeting invitation and paste it into a new email.
• Copy the invitation and paste it into a new announcement in the learning management system.

Starting a meeting with the Zoom Workplace Application

Follow the steps below to start your Zoom meeting via the Zoom Workplace application and engage your Zoom account. Please note that the meeting host may select the Start icon at any time to begin the meeting early if needed. 

1. Open the Workplace application and sign in (choose the SSO option). 
2. Select the Meetings icon at the top of the Zoom application window (see Fig. 5). If you have already connected your Outlook calendar to Zoom, you will not have a Meetings icon, and your upcoming meetings will display on the Home tab.
   
   Figure 5: Zoom Meetings icon
    
3. If your meeting is not visible, use the date picker to find your meeting, or filter your meetings list by selecting the three dots at the top to see the filter options (see Fig. 6).
   
   Figure 6:, Filtering your meetings
    
4. Select the three dots and choose Start Meeting to begin your meeting (see Fig. 7).
   
   Figure 7: Starting your Zoom meeting

Additional information for scheduling a meeting

To start a meeting early, select the Start button on the Upcoming tab.

To change an existing meeting, such as the date or time, navigate to the Upcoming tab and select the Edit button for that meeting.

Zoom campus and vendor resources