Zoom Documentation

The following document outlines the needed steps to connect your Zoom account with your E-Learning account. Additionally, we will outline the steps needed to disconnect the two accounts if you ever need to do so.


Table of Contents

  1. Connecting to your Zoom account
  2. Utilizing Zoom
  3. Disconnecting your Zoom account

Connecting to your Zoom Account

Insight E-Learning utilizes a simple Zoom integration process. Trainers, who are added to classrooms with a corresponding Zoom module, will receive an email notification informing them of the need to connect their Zoom account with their Insight E-learning account.

Insight Zoom Connect email image

If this email notification is missed, no worries!
The next time the trainer logs into the system, they will see any upcoming Zoom events they are assigned to in their trainer Dashboard.

Insight Zoom Connect email image

Clicking the Link My Zoom Account in either the email or on the trainer dashboard, will direct the user over to Zoom. They will be required to log into their Zoom account where once they are in, they will simply need to confirm the connection.

Insight Zoom Connect email image

Once the accounts have been connected, the user will be directed back to their Insight E-learning account where clicking the Start Meeting button, where applicable,will launch the corresponding Zoom meeting in it's own tab within the Zoom website.

Utilizing Zoom

The Insight E-Learning system provides a simple interface, where Zoom meetings can be scheduled and accessed.

Utilizing Zoom is simple.
Access to the Insight Zoom Module applies to Course Administrators, Trainers, and Learners.

Course Administrators

Course Administrators are the users who create/manage courses and classrooms.
They are responsible for the majority of the meeting configuration.

Course Administrators will start by first creating a course. To do this, click the + Add Course in the left-hand navigation bar.

Once on the new course entry view, enter the required information such as title, description, and grading options.
Once the required data is entered:

  1. click the + Module button in the lower right to access the course modules (Example will create a single Zoom module course).
  2. Enter Title
  3. Select Zoom Meeting, from module type drop down
  4. Select grading option, Pass/Fail will be sufficient
    Insight Zoom Connect email image
  5. Click Add Module button.
  6. Lastly, click the Create Course button once back on the New Course entry view.
    Insight Zoom Connect email image

You now have a valid course with a Zoom module.

Insight Zoom Connect email image

From here, you can click the + Classroom button to create a classroom for this specific course directly. Additionally, you can access the Classrooms link in the main left-hand navigation bar.

After entering the required Classroom data such as the Title, and Trainer assignment, we will need to schedule the classroom availability.

Insight Zoom Connect email image

Due to the single Zoom module in this example, the only date configuration we will need is specific to the Zoom meeting. To schedule the Zoom meeting, do the following:

  1. Click the Manage button in the Zoom meetings box.
  2. Update any Zoom Meeting Details as needed
  3. Enter the required Zoom meeting date and time information.
  4. Provide any additional optional Video and Audio options that may apply
    Insight Zoom Connect email image
  5. Click Save Meeting

The Zoom meeting is now configured, and the Classroom is ready to be created.

Insight Zoom Connect email image

Click Create Classroom to complete the Classroom creation.
The Classroom is now created, and the associated Zoom meeting has been scheduled. This information can continue to be edited until the first learner is invited/registered for the Classroom. At that time, the Classroom data becomes read-only.

Trainers

Trainers are users responsible for overseeing the Classroom and providing any necessary grading. In terms of Zoom meetings, the trainer will be notified of any Classrooms they are associated to along with additional notifications specific to any applicable Zoom meeting times for those Classrooms.

Trainers can access their Zoom meetings directly from their Insight Trainer Dashboard

Insight Zoom Connect email image

A list of the days Zoom meetings are provided to them, but they are only accessible during the meetings set time frame.

Clicking the Start Meeting button will direct the trainer to their Zoom account, where Zoom will function as it does.

Learners

Learners are users who interact with the Classroom. They too can access scheduled Zoom meetings as part of their classroom experience.

Learners can either be invited directly to the classroom, or register through a third party system. Regardless of the entry point, they only ever interact with the Insight Classroom.
Once they have access to the Classroom, they will begin working through the course as it's configured. They too can only access the Zoom Meeting during the configured date and time slot.

Insight Zoom Connect email image

If the Zoom meeting is available, the Learner simply needs to click the Join button. Once they do that, the Learner will be redirected to Zoom to continue with the meeting.

Disconnecting your Zoom account

Users who have connected their Insight E-Learning account with their Zoom account can disconnect the accounts at any time.

To disconnect accounts:

  1. Log into your Zoom account
  2. Under the Admin section, click App Marketplace under the Advanced dropdown.
    Insight Zoom Connect email image
  3. Once in the App Marketplace, click Manage in the top right.
    Insight Zoom Connect email image
  4. Then under Personal Apps, select Added Apps
    Insight Zoom Connect email image
  5. Locate or search for the Insight LMS app
  6. Click the Remove button
    Insight Zoom Connect email image
  7. Follow any prompts

Once complete, your Zoom account will no longer be connected to Insight E-Learning, until you go through the connection steps again.