InterPro - Technology - Web Conferencing - Recommended Zoom Settings for Hosts
This document describes InterPro's recommended Zoom meeting and recording settings
Below are the recommended settings for InterPro Hosts. Highlighted settings show recommended changes from the default settings. Hosts might use different settings depending on their course delivery needs or personal preference.
These settings can be accessed at https://uwmadison.zoom.us
Click on Sign-In, log in with your Net ID, and click on Settings. Groups of settings are listed across the top of the screen. This document specifies settings for Meeting and Recording.
Meeting: Security
Meeting: Schedule Meeting
Meeting: In Meeting (Basic)
Meeting: In Meeting (Advanced)
Meeting: Email Notification
Meeting: Other
Recording
Meeting: Security
| Require that all meetings are secured with one security option |
Require that all meetings are secured with one of the following security options: a passcode, Waiting Room, or "Only authenticated users can join meetings". If no security option is enabled, Zoom will secure all meetings with Waiting Room. |
Enabled
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This is required by UW. |
| Waiting Room | When participants join a meeting, place them in a waiting room and require the host to admit them individually. Enabling the waiting room automatically disables the setting for allowing participants to join before host. |
Disabled
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| Waiting Room Options | The options you select here apply to meetings hosted by users who turned 'Waiting Room' on | Everyone will go in the waiting room | |
| Require a passcode when scheduling new meetings | A passcode will be generated when scheduling a meeting and participants require the passcode to join the meeting. The Personal Meeting ID (PMI) meetings are not included. |
Enabled
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| Require a passcode for instant meetings | A random passcode will be generated when starting an instant meeting |
Enabled
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| Require a password for Personal Meeting ID (PMI) | Only meetings with Join Before Host enabled |
Enabled
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| Require passcode for participants joining by phone | A numeric passcode will be required for participants joining by phone if your meeting has a passcode. For meeting with an alphanumeric passcode, a numeric version will be generated. |
Enabled
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| Embed passcode in invite link for one-click join | Meeting passcode will be encrypted and included in the invite link to allow participants to join with just one click without having to enter the passcode. |
Enabled
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| Only authenticated meeting participants and webinar attendees can join meetings and webinars | Meeting participants and webinar attendees will need to authenticate prior to joining a session. Hosts can choose one of the options below when scheduling meetings or webinars |
Disabled - NCPD
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| If Waiting Room is enabled, phone-only users will be placed in the Waiting Room. If Waiting Room is not enabled, phone dial-in only users will: |
Be allowed to join the meeting | ||
| Block users in specific domains from joining meetings and webinars |
Disabled
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| Only authenticated users can join meetings from Web client | The participants need to authenticate prior to joining meetings from web client |
Disabled - NCPD
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| Approve or block entry for users from specific countries/regions | Determine whether users from specific regions or countries can join meetings/webinars on your account by adding them to your Approved List or Blocked List. Blocking regions may limit CRC, Dial-in, Call Me, and Invite by Phone options for participants joining from those regions. |
Disabled
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Meeting: Schedule Meeting
| Host video | Start meetings with host video on |
Disabled
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| Participants video | Start meetings with participant video on. Participants can change this during the meeting. |
Disabled
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| Audio Type | Determine how participants can join the audio portion of the meeting. When joining audio, you can let them choose to use their computer microphone/speaker or use a telephone. You can also limit them to just one of those audio types. If you have 3rd party audio enabled, you can require that all participants follow the instructions you provide for using non-Zoom audio. | Telephone and Computer Audio | |
| Allow participants to join before host | Allow participants to join the meeting before the host arrives |
Enabled
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Check: Participants can join Anytime before start time |
| Allow Zoom Rooms to start meeting with Host Key |
Locked by Admin
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| Enable Personal Meeting ID | A Personal Meeting ID (PMI) is a 9 to 11 digit number that is assigned to your account. You can visit Personal Meeting Room to change your personal meeting settings. Learn more |
Enabled
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| Use Personal Meeting ID (PMI) when scheduling a meeting | You can visit Personal Meeting Room to change your Personal Meeting settings. |
Disabled
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| Use Personal Meeting ID (PMI) when starting an instant meeting |
Disabled
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| Add watermark | Each attendee sees their own email address embedded as a watermark on any shared content, participant video feeds, or both. |
Disabled
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| Mute all participants when they join a meeting | Automatically mute all participants when they join the meeting. The host controls whether participants can unmute themselves. |
Enabled
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| Upcoming meeting reminder | Receive desktop notification for upcoming meetings. Reminder time can be configured in the Zoom Desktop Client. |
Enabled
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Meeting: In Meeting (Basic)
| Require encryption for 3rd party endpoints (SIP/H.323) | By default, Zoom requires encryption for all data transferred between the Zoom cloud, Zoom client, and Zoom Room. Turn on this setting to require encryption for 3rd party endpoints (SIP/H.323) as well. |
Enabled
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| Chat | Allow meeting and webinar participants to send chat messages |
Enabled
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By default, allow participants to chat with Everyone Uncheck: Allow users to save chats from the meeting |
| Allow users to delete messages in-meeting chat | When this setting is enabled, participants can delete their own messages and hosts (and co-hosts) can delete any messages sent during the meeting. All participants must have a minimum Zoom version of 5.4.3 installed. |
Enabled
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| Private chat | Allow meeting participants to send direct messages to other participants and allow webinar panelists to send direct messages to other panelists. |
Disabled
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| Auto saving chats | Automatically save all in-meeting chats so that hosts do not need to manually save the text of the chat after the meeting starts. |
Disabled
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| Sound notification when someone joins or leaves |
Disabled
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| Send files via meeting chat | Hosts and participants can send files through the in-meeting chat. |
Enabled
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Uncheck: Only allow specified file types Uncheck: Maximum file size |
| Feedback to Zoom | Add a Feedback tab to the Windows Settings or Mac Preferences dialog, and also enable users to provide feedback to Zoom at the end of the meeting |
Disabled
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| Display end-of-meeting experience feedback survey | Display a thumbs up/down survey at the end of each meeting. If participants respond with thumbs down, they can provide additional information about what went wrong. |
Disabled
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| Co-host | Allow the host to add co-hosts. Co-hosts have the same in-meeting controls as the host. |
Enabled
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| Meeting Polls/Quizzes | Allow host to add polls before or during a meeting |
Enabled
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Check: Allow host to create advanced polls and quizzes Check: Allow alternative host to add or edit polls and quizzes |
| Meeting Survey | Allow host to present survey to participants once a meeting has ended |
Enabled
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| Always show meeting control toolbar | Always show meeting controls during a meeting |
Enabled
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| Show Zoom windows during screen share |
Enabled
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| Screen sharing | Allow host and participants to share their screen or content during meetings and webinars |
Enabled
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Who can share? Host only Who can start sharing when someone else is sharing? Host only |
| Disable desktop screen sharing for meetings you host | When this option is on, users can only share selected applications and files. This option may not be applicable to users using web clients. |
Disabled
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| Disable screen sharing when guests are in the meeting | Guests include users who are not signed in or not in the same account. Participants who dial-in via phone or join with SIP/H.323 devices will still be able to screen share. |
Disabled
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| Annotation | Allow host and participants to use annotation tools to add information to shared screens |
Enabled
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Check: Allow saving of shared screens with annotations Uncheck: Only the user who is sharing can annotate |
| Whiteboard (Classic) | Allow host and participants to share whiteboard during a meeting |
Enabled
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Check: Allow to save the whiteboard content Uncheck: Automatically create local export when sharing is stopped |
| Remote control | During screen sharing, the person who is sharing can allow others to control the shared content |
Disabled
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| Slide Control | During a presentation, the person who is sharing can allow others to control the PowerPoint or Keynote slide presentation |
Enabled
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| Non-verbal feedback | Allow meeting participants to communicate without interrupting by clicking on icons (yes, no, slow down, speed up, coffee cup). These icons are found in the Reactions menu in the toolbar, and when selected, they display on the participant's video and in the participants list until dismissed. |
Enabled
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| Meeting reactions | Allow meeting participants to communicate without interrupting by reaction with emojis (e.g. clap, heart, laugh). These emojis are found in the Reactions menu in the toolbar, and when selected, they display on the participant's video and in the participants list for 10 seconds. Participants can change their emoji skin tone in Settings. |
Enabled
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Check: Selected emojis |
| Join different meetings simultaneously on desktop | Allow user to join different meetings at the same time on one desktop device |
Disabled
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| Allow removed participants to rejoin | Allow previously removed meeting participants and webinar panelists to rejoin |
Disabled
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| Show invitee list in the Participants panel | Users invited to meetings on other platforms (e.g. Google, Outlook, or Exchange) will also be shown on this list |
Enabled
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| Allow users to change their name when joining a meeting | By disabling this setting, users will always use their name on profile page to join a meeting |
Enabled
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| Allow participants to rename themselves | Allow meeting participants and webinar panelists to rename themselves. |
Enabled
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| Allow host or co-host to rename participants in the waiting room | Participants will be notified of name change |
Disabled
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| Hide participant profile pictures in a meeting | All participant profile pictures will be hidden and only the names of participants will be displayed on the video screen. Participants will not be able to update their profile pictures in the meeting. |
Disabled
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Meeting: In Meeting (Advanced)
| Report to Zoom | Allow users to report meeting participants for inappropriate behavior to Zoom's Trust and Safety team for review. This setting can be found on the meeting information panel. |
Enabled
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| Breakout room | Allow host to split meeting participants into separate, smaller rooms |
Enabled
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Check: Allow host to assign participants to breakout rooms when scheduling Check: Allow host to broadcast message to participants Check: Allow host to view activity statuses of participants in breakout rooms (e.g. share screen, reactions) |
| Remote support | Allow meeting host to provide 1:1 remote support to another participant |
Disabled
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| Manual captions | Allow host to type closed captions or assign a participant/3rd-party service to add closed captions |
Enabled
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Check: Allow host to type or assign a participant to type Check: Allow use of caption API Token to integrate with 3rd-party Closed Captioning services |
| Automated captions | Allow users to enable automated captions in these languages in meetings. |
Enabled
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| Full transcript | Allow viewing of full transcript in the in-meeting side panel |
Enabled
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| Save Captions | Allow participants to save fully closed captions or transcripts |
Enabled
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| Language Interpretation | Allow host to assign participants as interpreters who can interpret one language into another in real-time. Host can assign interpreters when scheduling or during the meeting. |
Enabled
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Uncheck: Enable language interpretation by default |
| Far end camera control | Allow another user to take control of your camera during a meeting. Both users (the one requesting control and the one giving control) must have this option turned on. |
Disabled
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| Group HD video | Activate higher quality video for host and participants. (This will use more bandwidth.) |
Enabled |
Check: Standard HD (720P) |
| Virtual background | Customize your background to keep your environment private from others in a meeting. This can be used with or without a green screen. |
Enabled
|
Check or uncheck: Allow use of videos as virtual backgrounds |
| Video filters | Turn this option on to allow users to apply filters to their videos |
Disabled
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| Avatars | Enable this option to allow users to select an avatar that will be shown in meetings. |
Disabled
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| Immersive View | Allow hosts to curate case-specific scenes, such as a classroom or boardroom for their meetings or webinars. |
Disabled
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| Focus Mode | A mode that shows only hosts and co-hosts' videos and profile pictures during a meeting. Focus Mode can be found in the "More" menu in the in-meeting toolbar. |
Disabled
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| Identify guest participants in the meeting/webinar | Participants who belong to your account can see that a guest (someone who does not belong to your account) is participating in the meeting/webinar. The Participants list indicates which attendees are guests. The guests themselves do not see that they are listed as guests. |
Disabled
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| Auto-answer group in chat | Allow user to add others to an 'Auto Answer Group'. Calls from members of a user's 'Auto Answer Group' will be automatically answered for that user. |
Disabled
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| Only show default email when sending email invites | Allow users to invite participants by email only by using the default email program selected on their computer |
Disabled
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| Use HTML format email for Outlook plugin | Use HTML formatting instead of plain text for meeting invitations scheduled with the Outlook plugin |
Disabled
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| Allow users to select stereo audio in their client settings | Allow users to select stereo audio during a meeting |
Enabled
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| Show a "Join from your browser" link | Allow participants to bypass the Zoom application download process, and join a meeting directly from their browser. This is a workaround for participants who are unable to download, install, or run applications. Note that the meeting experience from the browser is limited |
Enabled
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| Show "Always join from browser" option when joining from join.zoom.us | Allow account members to enable "Always join from browser" when they join meetings from join.zoom.us. |
Enabled
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| Allow livestreaming of meetings |
Disabled
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| Show a custom disclaimer when starting or joining a meeting | Create your own disclaimer that will be shown at the start of all meetings hosted by your account |
Disabled
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| Request permission to unmute | Select this option in the scheduler to request permission to unmute meeting participants and webinar panelists. Permissions, once given, will apply in all meetings scheduled by the same person. |
Disabled
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| Enable "Stop incoming video" feature | Allows meeting participants to turn off all incoming video feeds on their screen (does not effect other participants’ screens). To access this feature, click the view button at the top-right corner of your screen. |
Enabled
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| Save Gallery View | After re-ordering the gallery, the host may save the arrangement as a custom seating chart to the unique meeting ID. |
Disabled
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Meeting: Email Notification
| When a cloud recording is available | Notify host when cloud recording is available |
Enabled
|
Check: Send a copy to the person who scheduled the meeting/webinar for the host Check: Send a copy to the Alternative Hosts Check: Notify when audio transcription is available |
| When attendees join meeting before host | Notify host when participants join the meeting before them |
Enabled
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| When a meeting is cancelled | Notify host and participants when the meeting is cancelled |
Enabled
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| When an alternative host is set or removed from a meeting | Notify the alternative host who is set or removed |
Enabled
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| When someone scheduled a meeting for a host | Notify the host there is a meeting is scheduled, rescheduled, or cancelled |
Enabled
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| When the cloud recording is going to be permanently deleted from trash | Notify the host 7 days before the cloud recording is permanently deleted from trash |
Enabled
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Meeting: Other
| Blur snapshot on iOS app switcher | Enable this option to hide potentially sensitive information on the app switcher screen from Zoom. This screen will be shown only when multiple apps are open. |
Enabled
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| Call a SIP/H.323 room system directly from the client | Direct call to a room system from client. This adds a 'Call Room' button to the client home page. |
Disabled
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| Invitation Email | Your meeting attendees will receive emails in language based upon their browser/profile settings. Choose languages which your expected attendees will receive content in to edit. |
Choose email in language to edit English |
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| Schedule Privilege | You can assign users in your account to schedule meetings on your behalf. You can also schedule meetings on behalf of someone that has assigned you scheduling privilege. You and the assigned scheduler must be on a Paid plan within the same account. |
Recording
| Local recording | Allow hosts and participants to record the meeting to a local file. The content will include video and shared content with user's own view, and audio only file. |
Disabled
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| Cloud recording | Allow hosts to record and save the meeting / webinar in the cloud |
Enabled
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Check: Record active speaker with shared screen Uncheck: Record gallery view with shared screen Uncheck: Record active speaker, gallery view and shared screen separately Check: Record audio-only files Check: Record one audio file for all participants Uncheck: Record a separate audio file of each participant Check: Save chat messages from the meeting / webinar Advanced cloud recording settings Check: Add a timestamp to the recording Check: Display participants' names in the recording Check: Record thumbnails when sharing Check: Optimize the recording for 3rd party video editor Check: Create audio transcript Uncheck: Create recording highlights Uncheck: Save panelist chat to the recording Check: Save poll results shared during the meeting/webinar Check: Save closed caption as a VTT file |
| Allow cloud recording sharing | By disabling this setting, nobody else can access the shareable link. This setting is applicable for newly generated recordings only. |
Enabled
|
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| Automatic recording | Record meetings automatically as they start |
Disabled
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| IP Address Access Control | Allow cloud recording access only from specific IP address ranges |
Disabled
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| Require users to authenticate before viewing cloud recordings | Right before sharing cloud recordings, meetings hosts can choose from one of the options configured below to require users to authenticate before viewing recordings. |
Locked by Admin
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Authentication Options: Signed-in users in my account (Default) |
| Set recording as on-demand by default | Users must register before they can watch the recording |
Disabled
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| Require passcode to access shared cloud recordings | Passcode protection will be enforced for shared cloud recordings. A random passcode will be generated which can be modified by the users. This setting is applicable for newly generated recordings only. |
Disabled
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| Viewers can see the transcript | When this setting is turned on, users with the sharing link will be able to view transcripts of recordings. This setting is applicable to newly generated recordings only. |
Enabled
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| Viewers can see the chat | When this setting is turned on, users with the sharing link will be able to view chat history of recordings. This setting is applicable to newly generated recordings only. |
Enabled
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| Delete cloud recordings after a specified number of days |
Locked by Admin
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150 days |
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| The host can delete cloud recordings |
Enabled by Admin
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| Recording notifications - Zoom clients |
Locked by Admin |
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| Recording notifications - Phone users |
Locked by Admin |