Table of contents

In this article, you can learn what the Zoom integration is, how to enable it and how to use it.

Zoom_Integration_1.png

What is it?

Zoom is a video chatting service that allows you to call users and create video meetings.

Moreover, the Zoom integration gives you the possibility to call users via Zoom and attach meetings and webinars as post attachments.

How to enable the Zoom integration

For admins

Before end users can install the Zoom integration, the platform admin needs to visit the admin panel integrations and toggle on the Zoom integration.

Zoom_Integration_1.png

For users

Users can open the integrations page in the user settings and toggle on the Zoom integration.

A popup will then appear, guiding the user to sign in to Zoom and give permissions to the Happeo Zoom integration. After the user has approved these, the popup will close and the integration is ready to use.

Zoom_Integration_2.png

In the video below, you can find a tutorial on how admins can enable the Zoom integration for their organization and how users can enable it for themselves. In the video's case, the user has not yet created a Zoom profile during the time of enabling the integration for himself.

[Video will be added soon]
 

Requested Zoom permissions

We request permissions to:

  • Read user information
    • This is used to get your basic Zoom information and your Zoom user ID, which we utilize if you uninstall the Zoom Happeo integration from Zoom. If you decide to uninstall the integration, we will get notified of this and remove all your Zoom data from our integration database
  • Manage meetings/webinars
    • Create: These are used to create meetings with other users when you call them
    • Get: These are used to get meeting/webinar information if you attach a meeting/webinar to a post as an attachment (by pasting the link)

Calling via the Zoom integration

You can call using Zoom very easily! Simply:

  1. Open a users profile
  2. Click the video call and select Zoom (If Zoom is the only option, it will just call immediately with Zoom)
  3. This functionality is also the same in the mobile app 

Zoom_Integration_3.png

Attaching a meeting or a webinar to a post, article, or comment

You can attach Zoom meetings or webinars to posts, articles, and comments. This will make it easy to share meetings with a larger audience and for example, broadcast an all-hands webinar on a Happeo Channel.

Start by:

  1. Copying the meeting/webinar URL from Zoom. You can use either the meeting join URL or the URL from the Zoom meeting editor
  2. Paste it to a post, article, or comment and that's it!

The video below shows you an example of attaching a Zoom URL to a post.

[Video will be added soon]

If you then hover your cursor on top of the attachment, you will see the ability to add a calendar event.
 
Zoom_Integration_4.png
 

Removing the Zoom integration

For admins

Admins can go to the integrations page in the admin panel and disable the Zoom integration. This will disable it for all users in an organization.

For users

Users can remove the Zoom integration by visiting the integrations in the user settings and toggling off the Zoom integration. 

 

Uninstalling the Zoom integration from Zoom

If you remove the Zoom integration from Happeo, you should also remove it from Zoom itself. To do that

  1. Log in to your Zoom account and navigate to the Zoom App Marketplace
  2. Click Manage > Installed Apps or search for the Happeo app
  3. Click the Happeo app
  4. Click Uninstall
 
 

 

Previous
Next
8046376444945