Hosting Guidelines for Meetings

Our chapter has created Zoom Hosting Guidelines. It designates the roles of a Zoom Host and Co-Host so that our group leaders and those presenting programs can work effectively as a team to bring content and activities to our members over Zoom. 

 

The Zoom Hosting Guidelines below are made freely available to anyone using Zoom. It is hoped they will serve as a starting place for chapters.  Every chapters needs are different. These guidelines in no way represent ASG policy and should not be viewed as the only tool, the best tool or a required tool. 

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Managing Users

Chapters with Muti-User Accounts will need to assign Users in their account one of two roles: Administrator or Member.

 

The Account Owner can never be downgraded to the role of Administrator or Member, they will always have full control over the account, their Profile and their Users. 

 

An Administrator has full control over every User Account except for the Owner. The ADMIN area gives them control over User Management, and Account Management including Billing. The exception of course is that they are unable to modify the Owner's account in any way.

 

A User in the Member role does not have access to anything in the ADMIN area, therefore they cannot edit anything except their personal Profile, Meetings, Recordings, Reports and Settings. 

 

Any licensed account can invite any basic account to become a User in the licensed account. A licensed User cannot join another licensed User's account. There is no limit to the number of people whom chapters can invite. For example, a chapter may decide to invite  their "tech people" to be hosts, their group leaders to be hosts or invite all of their chapter members into their account so that they can bypass the waiting room. 

 

It is most common for chapters to invite their leaders and "tech people" into their accounts. Once they join, the User is able to remove herself from the account at any time. The Account Owner or Administrator can remove any User at any time. If the User has been assigned a license, the license is detached from the User's account before they are removed and can it can then be attached to a different User. 

 

I am not aware of any chapters who invite all of their members. However, if you were to do so and then enable the Setting to requiring all Participants to first sign into their User account, that would mean that the ONLY people who can join your zoom meetings are Users in your account.

 


Managing Participants

Your Participants are governed by your Meeting Settings, your Scheduled Meeting, by the Host's Zoom menu and by their Client, App and Web settings. It's not always easy to determine what the barrier is to a Participant that can't do something that someone else in your meeting can do or that they have done in someone else's meeting. 

 

Providing a consistent experience for your Participants is probably the #1 reason why chapters are moving toward Multi User accounts. Doing so allows the Chapter to determine global settings for all their meetings for both their Host and their Participants. It makes it far easier to find the answer to a problem because the meeting environment is standardized. 

 

Some settings work in partnership with the Host Menu. Break Rooms and Co-Hosts are an example. They must be enabled in Meeting Settings and then they will appear on the Host Menu. When on the Host Menu, you will be able to make a Participant a Co-Host and you will have other options concerning Break Rooms will then be displayed. 

 

Some settings operate in partnership during the Meetings scheduling process. Break Rooms, Alternative Hosts and Recordings are examples. When enabled in Settings, you can pre-assign people to Break Rooms, add specific Alternative Hosts and automatically record meetings to your computer.

 

Some settings work in conjunction with the App or Client. Original sound is one of them. If enabled, the Participant can then enable Original Sound in their Client/App as well as during the meeting. This setting is most useful to those using devices for hearing impairments and those sharing audio that isn't coming from their computer. 

 

One setting that will greatly impact your Participants is whether you permit them to join via a browser or require then to use the Client or App to join your meetings. Others include use of the Chat area, registration and controlling their mics. 

 

These are only a handful of Settings that will impact your Participants. Zoom routinely adds and modifies settings and that makes for some unanticipated experiences.

 

When there is a conflict between a setting in the Client/App and the web setting, the web setting takes precedence.