Articles on: Meetings

Using the Zoom Integration

Using the BoardSpot Zoom integration to set up video calls for remote meetings is quick and easy! After linking your Zoom account with BoardSpot, a simple click generates a new video conference call link which is stored in BoardSpot and in Zoom. Any number of Zoom accounts can be linked to your organization's portal. This article explains how to set up a Zoom call for a meeting, and how members can link their Zoom account to the portal.

Members who will run meetings can link their Zoom account (either free or paid accounts) to the BoardSpot portal. By having a Zoom account linked, that member is the owner of the meeting and can start/end the video call, and admit participants. Note: the owner of the Zoom account will need to follow the step-by-step instructions at bottom of this page, but only once. From then on the Org and Committee Admin(s) can assign meetings to their Zoom account, when they are creating the meeting.

Using the Zoom integration to generate a video conference link for your meeting:

After your Zoom account is linked to BoardSpot (see linking instructions below), select the Zoom option for your video conference call. Click the Create a Zoom meeting for me button.
Confirm which Zoom account to use for this meeting based upon who will be leading this meeting. Note: Your organization can link any number of free or paid Zoom accounts to BoardSpot. The list of names whose accounts have been linked to your portal will appear in the last step of the setup workflow.

Remember to use a Zoom account of someone who will run/be in attendance at the meeting, so they can start, end, and admit others to the call. Note for Admins: If a committee/board member is removed (put in the trash) from the portal, their Zoom account link will be removed. If a member unlinks their Zoom account from your portal, their Zoom meeting links will be removed automatically from all meetings where used.

Linking a Zoom account to your board portal:

Linking your Zoom account (Note: these steps will be required ONLY ONCE):

Navigate to Settings in the sidebar menu and click on Zoom Integration.
Click the Connect your Zoom Account button and you will be taken to the Zoom sign-in page.
Sign into your Zoom account (you can use any free or paid Zoom account) and then select Allow for BoardSpot and Zoom to link. Now you're all done!
Note: If you receive an error message to "allow popups" the first time you try to create a Zoom meeting, follow instructions for allowing popups in the Browser you are using - such as Chrome, Safari, etc.. These instructions can be found by doing an internet search for "How do I allow popups in {Browser name}".

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Updated on: 05/04/2024

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