How to add Zoom to my Elevate account? Zoom OAuth Integration

Description

Zoom has deprecated the previously used JWT app method used by Elevate to authenticate access to client’s Zoom Webinar accounts. On June 1st, Zoom clients will no longer be able to create new JWT apps on the zoom developer portal. However, clients currently utilizing the JWT app can continue to create, update and host webinars until September 1st . More information can be found about this change on the Zoom Developers Portal. 

To support this change, Elevate has created a new OAuth version of the app. There is no change in functionality - customers will be able to attach their Zoom Webinar licenses to Elevate and create, update, and host webinars via Elevate Products. Customers who are currently utilizing the JWT app must migrate by September 1st, 2023 in order to continue to make use of the Zoom Webinar functionality via their Elevate site. 

The new app can be found on the Zoom App Store: https://marketplace.zoom.us/apps/vjtdK-epRka82e3pviAc3w 

Instructions

1. From the Administrative Control Panel, navigate to Settings > Site Setup > Remote Accounts, then click on the Zoom tab.

2. Click the button labeled “Connect Zoom Account.”

Note: This must be done by someone who is an account admin in Zoom and/or have developer permissions.

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3. This will open a dialogue box to continue the process. Click the “Continue” button to continue.

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4. Once you click continue, you will be redirected to Zoom to authenticate access to the app. You must be logged into Zoom as an Account Owner or Admin with a developer role to be able to approve the account level app for use. 

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5. Once the app is authorized, you will be returned to the Remote Account Settings within Elevate with your Zoom account details within the Zoom tab similar to the image below. 

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6. Once the account has been authorized in Zoom, additional Zoom users with Zoom Webinar licenses under that Zoom account can be added by clicking on the “Find and Add Zoom User” button. 

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7. Once accounts have been set-up, they will be available for you to schedule Zoom Webinars via Live Web Components.

TIPS & TRICKS

While completing the above allows you to create the webinars during the web content component set up, it may be easier to create the webinars in zoom directly, especially if there are multiple accounts in use to accommodate breakouts.

When you set up the webinars in Zoom, you should select the following options during webinar set up:

Registration is required - and set to approve manually

Don't add any extra Registration Questions or Custom Questions

Enable practice session, and record webinar automatically in the cloud. 

Turn off "Require authentication to join" 

Unfortunately, these are not ones you can set globally, which is why we recommend setting these up directly in zoom

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  • Another great idea is to set the first webinar up in zoom and save it as a TEMPLATE. Then you can reuse those settings each time you create a webinar
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  • Once your webinars are set up, then you can return to elevate and add the web content components. Just be sure to enter the same title and time for the webinar you added to zoom otherwise it will update with what is entered in Elevate. Choose the zoom account that you set this meeting up and then select the existing webinar to choose the zoom webinar you previously set up

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