How To Connect Your Zoom Account

Note: These instructions are for the Compendium360 platform for Businesses.

The Compendium360 platform allows connecting your Zoom account in order to schedule and manage live training sessions. Follow the instructions below to get started.

Connecting your Zoom Account

  1. From within the Compendium360 platform click on the video icon in the left sidebar to navigate to the live sessions page.
  2. Click the New Live Session button
  3. You should be redirected to a new page asking you to connect your account.
  4. Click Connect Account
  5. This will redirect you to the Zoom marketplace where you can approve access for the Compendium360 app.
  6. Click Allow

Creating Live Sessions

After you have approved the Compendium360 app you will be redirected back to the Compendium360 platform to a form where you can create a new live session.

Fill in the form with the live session details and click Save.

Editing a Live Session

If you would like to make changes after creating a live session:

  1. Click on the video icon in the left sidebar to navigate to the live sessions page.
  2. Find the live session you want to edit.
  3. Click on the 3 dot ellipsis menu on the right side of the table row for the live session you want to edit, and click it.
  4. Click Connect Account
  5. Select Edit from the dropdown menu.
  6. Update the form with the changes you want to make and click Allow.

Deleting a Live Session

If you would like to delete a live session after creating it follow the instructions below:

  1. Click on the video icon in the left sidebar to navigate to the live sessions page.
  2. Find the live session you want to delete.
  3. Click on the 3 dot ellipsis menu on the right side of the table row for the live session you want to delete, and click it.
  4. Select delete from the dropdown menu.
  5. The live session is now deleted.

Disconnecting your Zoom Account

If you would no longer want to use your Zoom account on the Compendium360 platform follow the instructions below to remove the app:

  1. Login to your Zoom Account and navigate to the Zoom App Marketplace.
  2. Click Manage >> Added Apps or search for the “Compendium360” app.
  3. Click the "Compendium360" app.
  4. Click Remove.