PTS has enabled Single-Sign-On, or SSO, for all Zoom users. Use this article to successfully access your PTS Zoom account. How to sign in with SSO Zoom web portal Go to your Zoom vanity URL; https://ptsem.zoom.us. Click Sign in. You will be redirected to your single sign-on provider to sign in. After signing in, you will be redirected back to the Zoom web portal. Zoom desktop client Click Sign In with SSO. Enter your company domain; https://ptsem.zoom.us.  Click Continue. You will be redirected to your single sign-on provider to sign in. After signing in, you will be redirected back to the Zoom Desktop Client. Zoom mobile app Tap SSO. Enter your company domain; https://ptsem.zoom.us. Tap Continue. You will be redirected to your single sign-on provider to sign in. After signing in, you will be redirected back to the Zoom Mobile App.

Windows & macOS Sign in to the Zoom desktop client. Click on the Schedule icon. This will open the scheduler window. Select your meeting settings. Note that some of these options might not be available if they were disabled and locked to the off position at the account or group level. Topic: Enter a topic or name for your meeting. Date & Time:  Start: Select a date and time for your meeting, but remember you can start your meeting at any time before the scheduled time. You can also manually enter any time. For example, you can enter 15 in the minutes field.  Time Zone: By default, Zoom will use your computer's time zone. Click the drop-down menu to select a different time zone. Recurring meeting: Choose if you would like a recurring meeting (the meeting ID will remain the same for each session). Meeting ID Generate Automatically: Generate a random unique meeting ID. Personal Meeting ID*: Use your Personal Meeting ID. Security Passcode: Enter a meeting passcode. Joining participants will be required to input this before joining your scheduled meeting. Waiting Room: Enable Waiting Room for the meeting. Video Host: Choose if you would like the host's video on or off when joining the meeting. Even if you choose off, the host will have the option to start their video. Participants: Choose if you would like the participants' videos on or off when joining the meeting. Even if you choose off, the participants will have the option to start their video. Audio*: Allow users to call in using Telephone only, Computer Audio only, or Both. Dial-in From: If Telephone or Both is enabled for this meeting, click Edit to select the dial-in countries to include in the invitation. By default, this includes your Global Dial-In Countries listed in your meeting settings. Calendar: Select a calendar service to add the meeting and send out invites to participants. Outlook: Open the Outlook desktop app and create an event for the meeting. Note: You will see Outlook when using the Windows client. Other Calendars: Open a new window, where the meeting text can be copied and pasted into the user's preferred communication method. You can also down an ICS file which can be opened in most email applications. Advanced Options: Click the arrow to view additional meeting options. Allow participants to join before the start time: Allow participants to join the meeting without you or before you join. If enabled, you can also choose how far in advance of the scheduled start time you wish them to be able to join: 5 minutes, 10 minutes, 15 minutes, or Anytime. Note: The meeting will end after 40-minutes for Basic accounts. Mute participants on entry: If joining before a host is not enabled, this will mute participants as they join the meeting. Participants can unmute themselves after joining the meeting. Note: To mute all participants currently in a meeting, see the options to manage participants. Request permission to unmute participants: Participants will be prompted to provide the host with consent to be unmuted at will by the host. If declined, the host will still have the option to Ask to unmute.  Automatically record meeting: Select if you want to record locally (to your computer) or in the cloud (stored in Zoom's server). Schedule for*: If you have scheduling privilege for another user, you will be able to choose who you want to schedule for from the drop-down menu. Note: When you assign scheduling privileges to other users in the Zoom web portal, you can choose if these users can manage your meetings that are marked as private in Outlook or Google Calendar. If the users cannot manage private events, they cannot see the invite link, meeting topic, or attendee list. Show in Public Event List: Add the meeting to a public calendar associated with your vanity URL. Alternative hosts: Enter the email address of another Licensed Zoom user on your account to allow them to start the meeting in your absence. If enabled, you can also select the check box to Allow alternative hosts to add or edit polls. This feature requires Zoom client version 5.8.0 or higher. Click Save to finish, and open the selected calendar service to add the meeting. Note: If you are scheduling a recurring meeting, you will need to set the recurrence in your calendar service. Choosing Other Calendars will allow you to copy and paste the scheduled meeting information such as date, time, and meeting URL. 

Scheduling a recurring meeting Sign in to the Zoom desktop client. Follow the steps to schedule a meeting. Make sure the Recurring meeting option is selected. In the Calendar, choose which calendar you want to save the meeting to. Click Save to open the calendar you have selected and set up your recurring meeting. Follow one of the sections below depending on your calendar selection. Setting the recurrence in Outlook desktop If you chose Outlook when creating a recurring meeting in the Zoom desktop client, the Outlook desktop app will open. Note: You must have the Outlook desktop app installed on your computer for this to work. To set up a recurring Zoom meeting on the Outlook web app, check out the Zoom Scheduler add-in. In the top toolbar of the Outlook desktop app, click Recurrence. Change the recurrence settings, then click OK. Finalize your meeting options and click Send. Viewing recurring meetings You can view a list of your recurring meetings in the Zoom desktop client. Sign in to the Zoom desktop client. Click the Meetings tab. In the left panel, scroll down to the Recurring meeting section to locate your recurring meetings. Click on a meeting to view more details and meeting options.

How to use Waiting Room Windows & macOS Enable or disable Waiting Room during a meeting As the meeting host, click Participants . Click More and choose Enable Waiting Room to enable or disable the feature. Admit a participant during a meeting As the meeting host, click Participants . In the Waiting Room section, click Admit next to a participant's name to allow them to join the meeting. Admit all participants from the Waiting Room As the meeting host, click Participants . Click Admit all. Send participants to the Waiting Room during a meeting As the meeting host, click Participants . Click More next to the participant's name and choose Put in Waiting Room. Send messages to participants in the Waiting Room As the meeting host, click Chat . Click the dropdown next to To: Click Everyone (in Waiting Room). Enter and send your chat message to the Waiting Room.  Once the message has been sent, the participants in the Waiting Room will see the message on the Waiting Room screen: Rename participants while they are in the Waiting Room As the meeting host or co-host, click Participants . In the Waiting Room section, click  (More) next to a participant's name. In the drop-down menu, click Rename. Enter a new name, then click Change. The participant will receive a notification that the host renamed them, as well as what they have been renamed to. Participants can click OK or Leave Meeting. Clicking OK does not admit them.

Windows & macOS Sign in to the Zoom desktop client. Click Schedule This will open the scheduler window where you can select your meeting settings. Click Advanced Options. Check Allow participants to join anytime. You can select 5 minutes, 10 minutes, 15 minutes, or Anytime.  Click Schedule. Notes: You can also turn on Allow participants to join before start time for any already scheduled meeting. Click Meetings at the bottom of the Zoom application. Hover over the meeting you want to turn it on for and click on Edit, then Advanced Options, check to Allow participants to join before start time, choose how long before you want to allow them to join, and click Save.

How to chat in Zoom meetings on desktop Windows & macOS Chat with everyone While in a meeting, click Chat  in the meeting controls. In the To: drop-down menu, select Everyone. Enter your message in the chat window. Press Enter to send your message. Send a private message While in a meeting, click Chat  in the meeting controls. In the To: drop-down menu, select the participant you want to chat with directly. Enter your message in the chat window. Press Enter to send your private message. Your message will appear in the chat window indicated by a (Direct Message) notification above the message. Chat while screen sharing While screen sharing in a meeting, click Chat in the meeting controls toolbar. A floating chat window will appear, which is not visible to other meeting participants. If you receive new chat messages while screen sharing, a red icon will appear next to Chat indicating the number of unread messages. Click Chat  to open the chat window. Use emojis in meeting chat When entering your message in the chat window, click Emoji to open the emoji panel. Search for a specific emoji or scroll through the list. Note: You can also easily add emojis to the message by typing: and at least two characters to find matching emojis to be included. For example, :jo will provide the :joy:, :joy_cat:, and :joystick: emojis. This requires version 5.8.0 for macOS and Windows.  Manage chat settings If you're the meeting host, you can change the in-meeting chat settings. While in a meeting, click Chat in the meeting controls. Click the ellipses icon  to display in-meeting chat settings. You can access the following options: Participants can chat with: Control who participants can chat with. No one: Disables in-meeting chat. Host and co-hosts: Only the host and co-host can send messages to everyone. Participants can still send private messages to the host. Everyone: Participants can only send public messages. Public messages are visible to all participants. Participants can still send private messages to the host. Everyone and anyone directly: Participants can send public or private messages. Public messages are visible to all participants. Private messages are sent to a specific participant and are not visible to the host.

Windows & macOS Sign in to the Zoom desktop client. Start a meeting. Click Participants  in the host controls to open the Participants panel. (Optional) Click the drop-down menu located at the top-left corner and click Pop Out to separate the Participants panel from the meeting window Hover over a participant and click More for these options: Ask to Unmute / Unmute / Mute  Chat: Open the chat window to send messages directly to the participant. Stop Video: Stop the participant's video stream so they are unable to start their video. If the participant hasn't started their video, you will see the Ask to Start Video option. Pin: Pin up to 9 participants' videos so that it is always visible on your screen. This will not affect others.  Spotlight for Everyone: Spotlight up to 9 participants' videos, so that their videos are always visible to all participants in the meeting.  Make Host (only available to the host): Assign the participant to be the host. There can only be one host. Make Co-Host / Remove Co-host Permissions(only available to the host): Assign the participant to be a co-host. You can have an unlimited number of co-hosts.  Rename: Change the participant name that is displayed to other participants. This change only applies to the current meeting. Note: To change your own name that is displayed, hover over your name in the Participants panel and click on Rename. You can permanently change your name in your profile. Allow to Record Local Files (only available to the host): Allow the participant to start or stop a local recording of the meeting. Participants do not have access to start a cloud recording. Allow to Multi-pin: This allows another participant to use the multi-pin feature. By default, participants can only pin 1 participant at a time.  Put in Waiting Room: Place the participant in a virtual waiting room while you prepare for the meeting. The host must enable a waiting room for this option to appear. Put On Hold: If the waiting room is not enabled, you'll see this option to place the participant on hold. Remove: Dismiss a participant from the meeting. They won't be able to rejoin unless you allow participants to rejoin. Report: Allows you to report a user to Zoom's Trust and Safety team. You will be able to select which user to report and provide details about the problem. You can also upload evidence, such as screenshots.  You will also have access to enable or disable these options at the bottom of the Participants panel: Invite: Invite others to join the meeting. Mute All: Mute all participants currently in the meeting. In the bottom-right corner of the Participants panel, click (More) for these options: Ask All to Unmute: Display a pop-up notification to all muted participants with option to unmute themselves or stay muted. Mute Participants upon Entry: Automatically mute participants as they join the meeting. Allow Participants to Unmute Themselves: Participants can unmute themselves if they want to speak to others in the meeting. Allow Participants to Rename Themselves: Participants can change their screen name displayed to other participants. Play sound when someone joins or leaves: Play a sound when participants join and leave the meeting. Show Not Joined Participants: View a list of participants that were invited but have not yet joined the meeting, as well as their response to your calendar invitation (Accepted, Declined, Maybe, No response). Play Chime for Chat Messages/Raise Hand: Play a sound when participants use in-meeting chat or raise their hand. Please contact Zoom Support to have this feature enabled for your account.  Enable Waiting Room: Enable the Waiting Room feature. This option is available regardless of the web portal setting. Lock Meeting: Don't allow other participants to join the meeting in progress. Merge to Meeting Window: Merge the Participants panel with the main meeting window. This option is only available if you separated the Participants panel from the main meeting window.

How to use desktop screen sharing Windows & macOS Sharing your desktop, screen, or content To share your screen or content: Click Share Screen  located in your meeting controls. Select one of these screen share options: Basic: Share your entire desktop, specific application windows screen. Note: Users can select multiple desktop programs at once instead of sharing their entire desktop, but all selected programs must be on the same screen to be visible. Only the user employing this feature will need to be on version 5.4.3 or higher while viewers can be connected with older versions. Hold the Shift key on macOS or the Ctrl key on Windows to select more than one application. Advanced Slides / PowerPoint as Virtual Background: Allows you to utilize a slideshow presentation as your virtual background, providing a more immersive presentation. Portion of Screen: Share a portion of your screen represented by a green border. The border can be adjusted as needed during the share by clicking and dragging any side or corner. Computer Audio: Only share your computer's audio (your selected speaker in your audio settings). Select the down arrow  to the right of Computer Audio option to view audio options and switch between Mono and Stereo (high fidelity) audio options. Video: Share locally stored video content through Zoom's native video player. Content from 2nd Camera: Share a secondary camera connected to your computer; for example, a document camera or the integrated camera on your laptop. Files: Share a file from a third-party sharing service like Google Drive or Microsoft OneDrive. Follow the on-screen prompts to sign in to the third-party service and grant Zoom access. Notes: These options may be disabled by account Admins, so available options may vary. Alternatively, you can open the file in a web browser then share the browser window. For example, to share a Google Doc, open the Doc in Chrome, then share the Chrome window. The end result is the same as using the sharing options in the Files tab. (Optional) Enable these features, located in the bottom-left corner of the share window: Share sound: If you check this option, any sound played by your computer will be shared in the meeting. Select the down arrow just to the right of the Share Sound option to switch between Mono and Stereo (high fidelity) audio options. Optimize for video clip: Check this if you will be sharing a video clip in full screen mode. Do not check this otherwise, as it may cause the shared screen to be blurry. Share to breakout rooms: Allows the host or co-host to share their screen from the main session directly into all open breakout rooms. Click Share. When the sharing process is started and 80% of devices acknowledge receiving the shared screen, you will see a notification banner stating Participants can now see your shared screen, or whatever you have chosen to share. Notes: Zoom will automatically switch to full screen to optimize the shared screen view. To exit full screen, click Exit Full Screen in the top-right corner or press the Esc key. To disable automatic full screen when viewing a shared screen, adjust the Window size when screen sharing behavior in your desktop client settings. If you selected Content from 2nd Camera, click Switch Camera in the top-left corner to switch the shared camera. Controls when screen sharing When you start sharing your screen, the meeting controls will move into a menu that you can drag around your screen. Note: Some of the options detailed below may not be visible due to account admin restrictions or the feature is only visible to the meeting host or co-host. Mute/Unmute: Mute or unmute your microphone. Start/Stop Video: Start or stop your in-meeting video. Security: Access in-meeting security options. Participants: View or manage the participants (if you're the host). Click the down arrow  to access Invite, where you can invite others to join the meeting. Polling: Allows you to create, edit, and launch your polls. The options to create or launch polls will open up the Zoom web portal in your default browser. When the poll closes, you can view the results and can download the full poll report. If a poll has already been created, both host and co-host can launch the poll, but only the host can edit or add polls to the meeting. New Share: Start a new screen share. You will be prompted to select which screen you want to share again. Pause Share: Pause your current shared screen. Annotate: Display annotation tools for drawing, adding text, and so on. More: Hover over More for additional options. Chat: Open the chat window. Record: Start recording locally or to the cloud. Meeting Info: Shows the current meeting's ID, host, passcode, invite link, your participant ID, and encryption status. Closed Caption / Live Transcript (only available to the host): If you have enabled closed captioning and live transcription for your account, click here to access those options. Breakout Rooms: Start breakout rooms. Enable annotation for others: Allow or prevent the participants from annotating on your shared screen. Show/Hide Names of Annotators: Show or hide the participants' name when they are annotating on a screen share. If set to show, the participant's name will briefly display beside their annotation. Hide / Show video panel Hide / Show Floating Meeting Control Share Sound Optimize for video clip Note: Do not enable this setting if you are not sharing a full screen video clip, as it will blur your screen share. This should be enabled/disabled before and after the video you wish to play. Live on Facebook: Broadcast your meeting live on Facebook. Live on Workplace by Facebook: Broadcast your meeting live on Workplace by Facebook. Live on Youtube: Broadcast your meeting live on Youtube. Live on Custom Live Streaming Service: Broadcast your meeting live on a custom streaming platform. End Meeting: Leave the meeting or end the meeting for all participants. How to show Zoom windows during screen share By default, the Zoom window is not shared while sharing your screen. Showing the Zoom window during screen share can be useful if a participant is helping you use Zoom. To show Zoom windows during screen share: Sign in to the Zoom web portal. In the navigation menu, click Settings. In the In Meeting (Basic) section, make sure Show Zoom windows during screen share is enabled. This setting will allow the setting to appear in the desktop client. Sign out of the Zoom desktop client and sign back in. Alternatively, you can exit the client and re-open it. Click your profile picture then click Settings. Click the Share Screen tab and make sure Show Zoom windows during screen share is enabled. When using dual monitors If you are using a dual-monitor setup, you can turn on the dual monitors feature to see the screen sharing on one monitor and participants on the second. Note: On macOS 10.15 Catalina, you need to allow Zoom access to screen recording to share your screen. You can do this in your System Preferences. Select the Security & Privacy option, click the Privacy tab, scroll down to Screen Recording, and finally check the option for zoom.us.

Windows & macOS In the host controls, click the arrow next to Share Screen  and click Advanced Sharing Options. Under Who can share? choose Only Host. Close the window.

How to share audio with shared content Start or join a Zoom meeting.  Click on Share Screen  on the meeting toolbar. Select the program or desktop you wish to share.  Select Share Sound in the bottom-left corner of the share selection window.  (Optional) Select the down arrow ˅ just to the right of the Share Sound option to view audio options and switch between Mono and Stereo (high fidelity) audio options.  Click on Share in the bottom-right corner to begin sharing with your device's audio included.  Notes: Sharing device audio can also be enabled after you have begun sharing by locating the share toolbar, clicking More, and then selecting Share Sound. To switch between mono and stereo sound while sharing, locate the share toolbar, click More, then select between Mono and Stereo (high fidelity) options under Select sharing sound mode.  For users who join the meeting via both phone and computer, in order to receive audio via the phone and video/screen sharing via computer, if Share Computer Sound is enabled, this will trigger the audio to channel through both their phone and their computer speakers. To avoid the audio feedback, mute the speaker of your phone or the speaker of your computer.