OnBoard Zoom Integration Guides 

• Configuring Zoom Integration
• Creating a Remote Meeting from an OnBoard Meeting

Zoom Account Connection

Why can't I connect my Zoom account to OnBoard?

If you cannot connect your Zoom account to OnBoard, first confirm that you meet the permission and account requirements below.

Requirements 

Unknown Error: There was a problem authenticating your Zoom account. Please try again later.

 This is a general message with several possible causes.

Possible causes

• The Zoom account is already connected to this OnBoard organization. If so, the account is ready to use even though the message appeared.
• Your browser blocked or cleared the cookie that OnBoard uses during the connection.
• The connection took more than five minutes to complete.

Troubleshooting steps

How do I resolve “Unable to generate the Zoom meeting”?

Possible causes and solutions

Why haven’t my OnBoard meeting changes appeared in Zoom?

I am having trouble joining the Zoom meeting or with the features of a Zoom meeting through OnBoard 

• Requirements 
  • You must be using the Chrome web browser or Microsoft Edge(With Chromium)  
  • You must enable OnBoard to use your microphone and video through Chrome 
  • Your Zoom account settings should have the following settings configured this way: 
    • Join before host = ON 
    • Use Personal Meeting ID (PMI) when scheduling a meeting = OFF 
    • Use Personal Meeting ID (PMI) when starting an instant meeting = OFF 

My Zoom player is black and unresponsive 

• Possible Cause: The account used to set up this meeting does not have its account settings configured properly. See the requirements above. 
• Possible Cause: Your zoom meeting settings do not allow meeting attendees to join before the host arrives.  Ensure that the “Join before host” setting is enabled for your Zoom account. This setting can be found at: https://zoom.us/profile/setting 

I am not getting any audio or video from the meeting 

• Possible Cause: You have not enabled OnBoard to use your audio or video devices. When joining a Zoom meeting from within OnBoard your browser will ask if you want to allow OnBoard to use your audio and video. You will need to allow this in order for your audio and video to work properly. 
• Possible Cause: You are using an unsupported web browser. OnBoard Zoom integration requires that you use Chrome or Microsoft Edge with Chromium.

I don't see any Zoom host controls 

• Cause: You are unable to join as a host when joining the Zoom meeting from the OnBoard integration. In order to have access to host functionality you will need to join your Zoom meeting outside of OnBoard in Zoom. 

I don’t see a way to share my screen from the Zoom player 

• Possible Cause: You are not viewing the Zoom meeting in fullscreen mode.  Some features like screen sharing are only possible when the Zoom player is in full screen mode.  
• Possible Cause: You are using the OnBoard Mobile app (iOS or Android). Screen sharing is currently not possible from the OnBoard mobile apps.  

Frequently Asked Questions 

Q: I have my Zoom meeting set up to auto generate a password. Will the meetings I generate through OnBoard automatically have a password? 

• A: A password is created when you generate the Zoom meeting from within OnBoard. This overrides the Zoom setting currently. However, adding a password to the OnBoard Password field will assign a password to your Zoom meeting. This is a recommended best practice for all Zoom meetings.  

Q: If I set up my Zoom meeting to require a password will attendees from OnBoard have to enter the password? 

• A: No. Since OnBoard already knows the meeting password, OnBoard will pass it automatically for the attendee (when they join through OnBoard of course  ) 
  • If the following setting is toggled OFF, your members will be required to enter a password:
    • Embed Passcode in invite link for one-click join
• Side note: Meeting Admins should be encouraged to add a password in the OB password field and recall that once the password is entered there is a 10 minute delay before the Zoom information is updated 

Q: I use the same Zoom meeting link for each one of my meetings. Can I do that using the Zoom integration? 

• A: This is not possible as the Generate Zoom Meeting button creates a new meeting each time.  However, you can still copy and paste the same zoom meeting each time into the Remote Meeting Details Field. 

Q: Can I have two concurrent Zoom meetings happening at the same time with the integration? 

• A: You cannot. Zoom does not allow the same meeting host to have two zoom meetings occurring at the same time.   

Q: What happens to the Zoom meeting when I edit the meeting in OnBoard? 

• A: OnBoard will update the Zoom meeting when the meeting name, password field or date/time is updated. Note there is a 10 minute delay on this update. 

Q: Do you need to have a Zoom account to attend a Zoom meeting through OnBoard? 

• A: No. If you open a Zoom meeting in OnBoard and do not have a Zoom account you can still attend the meeting and OnBoard just like a standard Zoom meeting. 

Q: Do I have to have a paid account to use the Zoom Integration for OnBoard? 

• A: No, free Zoom accounts can be used as long as the required account settings are configured properly 

Q: Can I have more than one OnBoard organization linked to a single Zoom account? 

• Yes. Zoom accounts can link to more than one OnBoard organization. Please note that scheduling simultaneous Zoom meetings using the same account across multiple OnBoard organizations may cause issues.