U-M Zoom Training

This page includes documentation for common tasks associated with your U-M Zoom account, meetings, and webinars. It is not an exhaustive list, so you should refer to the ITS Knowledge Base, Zoom Support site, or Zoom Learning Center for additional documentation. (Refer to Zoom: Accounts for People Who Leave U-M for details on what happens to your account when you leave the university.)

Note: Content specific to U-M and developed by ITS is listed with an .

Getting Started

• Eligibility for a U-M Zoom account 
• Creating a U-M Zoom account 
• Signing in to your account 
• Installing Zoom on your devices 
• Getting Started with the Zoom for Google Workspace Add-on 
• Getting started with Zoom
• Roles in a meeting
• Roles in a webinar
• Meetings vs. webinars comparison 
• U-M Zoom Accessibility 

Hosting Meetings & Webinars

Meetings

• Scheduling meetings
  • Assign a delegate to schedule meetings for you (i.e., scheduling privileges) 
  • Schedule a meeting for someone else to host 
  • Schedule Appointments in Canvas (Zoom LTI Easy Scheduler) 
  • Schedule a meeting in Google Calendar 
  • Scheduling and customizing a meeting with registration
• Hosting multiple meetings simultaneously
• Allowing participants to join before the host
• Videoconferencing Captioning Tools for Zoom 
  • Enabling automated captions 
  • Using CART and other language interpreters 
• Muting/unmuting participants in a meeting
• Conducting polls in meetings
• Conducting quizzes in meetings
• Using Q&A in meetings
• Managing the Zoom Surveys feature (that allows you to manage a library of surveys, polls, and quizzes)
  • Creating and sending surveys
• Enabling meeting breakout rooms
  • Managing breakout rooms
  • Pre-assigning participants to breakout rooms
    • Tips for pre-assigning breakout rooms 
  • Allowing participants to self-select breakout rooms
  • Create breakout rooms from poll results
    • You must enable this option in your account settings.
  • Sharing screen and broadcasting to breakout rooms
• Getting started with local (computer) and cloud recordings
  • Recording and saving meetings to the cloud or local computer 
    • Breakout rooms are not automatically recorded. If you wish to record breakout rooms, assign someone in each room to record that session. The recording will be a local recording, not a cloud recording. It is not possible to record breakout rooms to the cloud.
  • Cloud recordings are stored for 150 days 
    • Copy cloud recordings to U-M Dropbox for long-term retention 
      • Getting Started with the Zoom for Dropbox Integration 
    • Copy cloud recordings to MiVideo for long-term retention 
  • Enabling audio transcription/captioning for cloud recordings 
    • Audio transcription is not available for local recordings.
  • Enabling automatic recording
  • Managing local (computer) recordings
  • Managing and sharing cloud recordings
    • Sharing a cloud recording with students in Canvas 
    • Control who can view and download your cloud recordings 
    • Automatically share cloud recordings with someone else 
    • Allow others to manage and share your cloud recordings 
  • Using Smart Recording with AI Companion
  • Adjusting recording video layouts
  • Recovering a deleted local or cloud recording
    • Permanently deleted recordings are unrecoverable.
• Generating meeting reports 
  • Generating a meeting attendance report (as a host)
• Using Zoom Through Canvas 
• Zoom AI Companion and its features 

Webinars

• Request a Zoom webinar license (required to create them at U-M) 
• Getting started with webinars
  • 30 Minutes to Becoming a Zoom Webinar Subject Matter Expert (SME) 
• Scheduling webinars
  • Scheduling a webinar with registration
  • Scheduling a webinar without registration 
  • Scheduling a recurring webinar
• Adding panelists before the webinar begins
• Using a webinar practice session
• Enabling automatic recording
• Managing attendees and panelists
• Livestreaming a webinar 
• Conducting polls in webinars
• Conducting quizzes in webinars
• Using Q&A during webinars
• Generating webinar reports

Participating in Meetings & Webinars

Meetings

• Joining a meeting
  • Joining a meeting by phone
  • Muting your microphone when joining a meeting
• Sharing your screen or desktop
  • Sharing multiple screens simultaneously
  • Sharing your iOS screen from the Zoom desktop client
  • Sharing background music or computer audio
  • Screen sharing a PowerPoint presentation
  • Sharing a classic whiteboard 
• Raising your hand in meetings
• Adjusting your video layout during a meeting
• Changing your virtual background image
• Participating in meeting breakout rooms
• View automated captions 
  • The host must turn this feature on before the option appears.
  • Request automated captions during a meeting/webinar 
• Starting recordings without the host
• Update your display name in U-M Zoom 
• Zoom AI Companion and its features 
• Accessing Zoom outside the United States
  • Zoom has international numbers available for some countries.
  • Certain countries may block access to Zoom. Refer to U-M's International Travel with Technology page for more information.

Webinars

• Joining and participating in webinars (as an attendee)
  • Joining a webinar by phone
• Chatting in webinars
• Raising your hand in webinars
• Using webinar reactions