Zoom Basics
- Susan Abrams
Info: If any of the options mentioned below are not available, please ensure you are using the latest version of Zoom
Signing in with SSO
To ensure the best ease of use and to fully leverage Zoom's features, please make sure that you and your students are signed into Zoom using SSO (your UT Zoom account) rather than a personal Zoom account.
Note: Users must be signed into a Zoom account to join a meeting. If you need to include non-UT or external participants, please refer to Allowing Outside Participants.
Signing In and Out of Zoom
Detailed instructions to sign in and out of Zoom
Verify You are Signed In With Your UT Zoom Account
From the Zoom desktop app, click your profile icon in the upper right corner
Underneath your name, verify that the email address shown is in the format <YOUR_EID>@eid.utexas.edu
For example, if your EID is bevo, the screen should display bevo@eid.utexas.edu
If this does not display an email address in the specified format, please log into your UT Zoom account.
Switching Zoom Accounts
From the Zoom desktop app, click your profile icon in the upper right corner
Select "Switch Account" from the dropdown menu
On the "Sign In" window, select "Sign In with SSO"
When prompted for a "Company Domain", enter in "utexas" and click "Continue"
Zoom will open a browser window and direct you to the UT EID sign-in page. Enter your UT EID credentials and click 'Sign In'.
Once signed in with SSO, you will be taken back to the Zoom desktop application.
You may receive a prompt indicating that your web browser is attempting to open a link in an external application. If this occurs, click the affirmative option, which might say 'Open in Zoom'.
Note: Please note, you may also be asked to complete multi-factor authentication via Duo after entering in your UT EID credentials.
Enabling Private Chat
Private chat allows individual participants of your meetings to communicate with each other directly, by way of 1-to-1 messaging that is not visible to other participants.
Private chat between participants is disabled by default.
To enable:
Sign into utexas.zoom.us with your EID and password
Navigate to Settings on the left-hand side of the screen
Scroll down to Chat and enable Private Chat by clicking the toggle button
Allowing Outside Participants
To prevent unauthorized access, Zoom meetings created with your UT Zoom account are restricted by default to participants that also have a UT Zoom account. Participants attempting to join with a non-UT Zoom account, such as their personal Zoom account or a Zoom account provided by another institution, will not be able to join.
Note: If you or your intended participants are unable to join a Zoom meeting, or are unexpectedly placed in the Waiting Room of a Zoom meeting, please verify that you or they are using a UT Zoom account.
Enable Outside Participants for a Scheduled Meeting
Please note: the below options can also be found in the "Security" section when creating or editing a meeting created with the Zoom integration in Canvas.
Launch the Zoom desktop app or create a new meeting in Zoom for Canvas
If using the Zoom desktop app, click "Schedule", otherwise skip to step 3
Create your meeting as desired, with all the meeting options you would normally enable, including any recurrences.
Under the "Security" heading, click the drop-down just below "Only authenticated users can join".
Set this dropdown to "Sign in to Zoom (Guest)" to allow outside participants with a personal or non-UT Zoom account to join this meeting.
Click the "Save" button to confirm and schedule the meeting. If this is a recurring meeting, this setting will affect each meeting in the series
Enable Outside Participants for an Ad-Hoc Meeting
To allow outside participants to access meetings created using the "New Meeting" button, you will need to make changes to the settings for your Personal Meeting ID (PMI).
Caution: Changes to your PMI settings will apply to all meetings that you start with the "Use My Personal Meeting ID (PMI)" option
Launch the Zoom desktop app
Click the arrow next to "New Meeting"
Hover over your PMI, which will then display an additional menu
Click "PMI Settings"
Set your meetings options as desired, then, in the "Security" section, click drop-down just below "Only authenticated users can join"
Set this dropdown to "Sign in to Zoom" to allow outside participants with a free Zoom account to join meetings created with your PMI. Click “Save”.
To make use of these settings when starting a new meeting, you'll need to check the "Use My Personal Meeting ID (PMI)" option in the "New Meeting" dropdown menu, as show below.
Other Security Options
If you are unsure if your intended participants have a personal or UT Zoom account, or if you would like to allow participants to join the meeting without a Zoom account, you can make use of the Waiting Room or Passcode features instead of requiring authentication to join.
Note: Meeting Security
Meetings created with your UT Zoom account are required to have at least one of the available security options enabled. You will be unable to start or schedule a meeting if all of the security options are disabled.
Waiting Room
The Waiting Room feature is enabled by default, and is most useful in combination with the "Only authenticated users can join" option described above, but can be enabled on its own.
When enabled, the Waiting Room will automatically hold meeting participants when they join the meeting. They will be shown a message indicating that they are in the waiting room. The meeting's hosts or co-hosts can then admit all participants that are in the waiting room or admit participants individually.
Note: Waiting Room and Authentication
If you have both Waiting Room and "Only authenticated users can join" features enabled, participants who are logged in with a UT Zoom account will automatically bypass the waiting room. If you intend for all participants to be held in the waiting room, please disable "Only authenticated users can join".
To enable the Waiting Room feature:
Begin creating your meeting as usual, with your desired settings
Check the box next to "Waiting Room"
Click "Save" to create your meeting
Passcode
If you enable the Passcode feature, your participants will need to join your Zoom meeting directly with the invite link you provide them, or, if they join using the meeting ID, they will be prompted to provide the passcode that was set for the meeting.
Note: If you enable the Passcode option and do not send the meeting invitation or invite link to your intended participants, you must provide them with the meeting's passcode. They will be unable to join your meeting without it.
To enable the Passcode feature:
Begin creating your meeting as usual, with your desired settings
Check the box next to "Passcode"
A passcode will be automatically generated, but you can also set it manually.
Click "Save" to create your meeting
The passcode will be automatically included in the email invitation created by Zoom, and will be embedded in the meeting's invite link.
Scheduling a Meeting via the Zoom Portal
To schedule a meeting:
Navigate to utexas.zoom.com
Then select "Sign In" and enter in your UT EID and password at the prompt
Select "Meetings" from the options along the left-hand side
Click "Schedule a New Meeting" to begin creating your new meeting
Meeting Options
Each Zoom meeting has a multitude of options that you can set as needed, including the start date and time, the meeting duration, and much more.
Zoom has provided a help article that details all of these options. Please note, some of these options may be unavailable to you or may be restricted or locked for UT Zoom accounts.
Meeting Controls
Zoom controls available to you during a meeting.
Account Settings
To access to your Account Settings:
Navigate to utexas.zoom.com/
Then select "Sign In" and enter in your UT EID and password at the prompt
You'll be presented with the "Profile" page, where you can make changes to your display name with Zoom and several other options.
