What does it do?
To streamline booking a meeting, we have added a Zoom integration! Once your Zoom account is connected, confirming a meeting with Zoom as the meeting type will automatically create and populate a Zoom link. Updates to the meeting within my2be will also automatically be updated to the Zoom meeting.
To get going, please see the documentation below.
Connecting your Zoom account
There are two methods to connect your Zoom account:
Method 1 – my2be settings page
Whilst logged in to my2be, goto your settings page (https://www.my2be.com/settings). Under Video conferencing integrations, click Connect next to Zoom.
You will be redirected to the Zoom authorisation page. If you are not already, you will be required to log in first. Review the scopes we require and if you are happy to proceed, click Authorize.
You will be redirected back to the my2be Settings page where you will be connected.
Method 2 – Zoom marketplace
Whilst logged into Zoom, from the my2be app page within Zoom marketplace click Install.
You will be redirected to the Zoom authorisation page. Review the scopes we require and if you are happy to proceed, click Authorize.
You will be redirected to my2be. If you are not already, you will be prompted to log in. To confirm your integration was successful, go to your Settings page (click on your avatar in the top right corner and select Settings). Under Video conferencing integrations, it will say Connected next to Zoom.
Using the Zoom integration
This integration works seamlessly when creating and updating meetings using the Zoom meeting type. To test it follow these steps:
Go to your Network page (click on your avatar in the top right and select Network) and click on View connection on one of your connections.
If you have not had a previous meeting, there will be a section titled Organise your first meeting. Otherwise click the Organise meeting button under your connection’s name. Fill in a suggested date and time for your meeting. Ensure this is in the future.
Change the meeting type to Video, and the Service to Zoom. Leave the Link blank – the integration will fill this in automatically for you. Click Suggest time.
Usually the other user would confirm your suggested time, however for the purpose of this test, hard refresh your page. The green button at the bottom will now be Confirm. Click Confirm and accept the prompt.
You will now see your meeting is created. The link is created in the background, so you will need to wait a second, and hard refresh your page to see the link as below.
Should you wish to remove the integration for any reason, you can do so by following these instructions:
- Log into your Zoom account and navigate to the Zoom App Marketplace.
- Click Mange > Installed Apps or search from the my2be app (TODO: Add a direct link when we have it).
- Click the my2be app
- Click Uninstall.
You will be able to confirm the integration has been uninstalled by going to your Settings page within my2be and see that next to Zoom it no longer says Connected. You are free to add the integration again by following the instructions at the top of this post.