Authorising your Zoom Integration

Table of Contents

• Getting Started
• Authorising Zoom in triConvey
• Deauthorising Zoom in triConvey
• Setting a Minimum Meeting Duration
• Mapped Users
  • Handy Hints

Getting Started

Before you can authorise the Zoom integration:

• You must have a zoom account set up prior to this process: Setting up Zoom.
• You must have an admin/owner account to authorise the integration.
• Staff within the organisation must be linked to the admin account to appear in the mapped users.

• Learn more about Zoom account types
• Learn more about managing Zoom users

Authorising Zoom in triConvey

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Integrations and then select the Zoom tab.

3.    Click Authorise.

4.    Sign into Zoom using your account admin/owner credentials.

5.    You will be presented with a confirmation message once completed.

Tip:  As our triConvey software is powered by Smokeball, you will see confirmation of the "Smokeball" integration being configured instead of "triConvey".

Deauthorising Zoom in triConvey

If at any stage you wish to de-authorise Zoom:

1.    Remove the Smokeball app from Zoom.

2.    Select the gear icon from the top right corner of the triConvey Desktop App.

3.    Select Integrations and then select the Zoom tab. 

4.    Click Deauthorise.

Setting a Minimum Meeting Duration

This is a setting used to control your Activity Tracking. If a meeting you are in falls under the selected time, no activity will be recorded.

Mapped Users

Users are mapped from your Zoom account and matched up with the related triConvey user. This feature is to allow triConvey to know your Personal Meeting ID when you join a meeting in Zoom.

You will see your triConvey user names appear in the left column and their Zoom Personal Meeting ID in the right column.

Handy Hints

• Users are mapped based on the email address listed in their staff card.
• Only enabled Users are mapped to zoom (if the person is set up as a staff member only, the mapping will not work).
  
• Please see Staff and Users for more information on managing your triConvey accounts.
  
• Mapping will automatically update as users are added to either triConvey or Zoom.