TABLE OF CONTENTS
I. Indications of a Problem
Note: Only fully published meetings are expected to have working Zoom links. This does not include meetings published via save-the-date. To find out if your meeting is fully published, navigate to the meeting page and look for a banner at the top of the page. Both of the banners below indicate that the meeting is not yet fully published.
If either of these banners is at the top of the meeting page, please fully publish the meeting in order to add a working Zoom link to it. To learn how to do this, please see Related Articles.
When any of the behaviors below are present, the integration between Zoom and Boardable is broken. Until this is fixed, there will be no working Zoom component for meeting participants to video-conference with. (To learn how to fix the problem, please refer to Resolve Integration Issues.)
Email invite for fully published meeting does not display the Zoom link
Fully published meeting page shows a Reconnect button
Fully published meeting page shows a Connect to Zoom button
Fully published meeting page does not have a blue Join Web Conference button at the top of the page
Zoom Integration in My Profile settings does not display an image or account information
II. Sharing a Zoom Account
The most common Zoom integration issue that is reported back to Boardable occurs when users are sharing a Zoom account.
If a Zoom account is integrated to one person's Boardable account in the organization, that person essentially has control of the Zoom account when creating Boardable meetings. If another person integrates the same Zoom account, they have now taken control of the Zoom account for Boardable meetings and the first user's connection is broken.
For the best experience of using Zoom with Boardable while sharing a Zoom account between multiple users, please add a Zoom link to the meeting without using the integration as described here.
III. Resolve Integration Issues
Notes:
Only the meeting creator can fix a broken intengration
If the meeting creator cannot do so, another admin or meeting creator can instead add zoom to the meeting without the integration (please see Related Articles to learn how to do this)
Please take the following steps to fix a Zoom integration.
Check the meeting page for a Connect or Reconnect to Zoom button.
To navigate to the meeting page, click Meetings on Boardable's main menu panel, then click the title of the meeting
If this button does appear at the top of the meeting page, continue to step 2
If this button does not appear at the top of the meeting page, skip to step 4
Click Connect or Reconnect to Zoom
Log in with the Zoom username and password; the image below appears, indicating that the login is successful; congratulations, the meeting now has a working Zoom component! Skip steps 4-20.
Click the grey silhouette or profile picture at the top right side of the screen; options drop down
Click User settings from these options
Click Integrations
Click Disconnect
Click Remove Zoom Account
Click Integrations again
Click Connect Zoom
A new tab or window opens for the Zoom login prompt
Log in with the username and password of the Zoom account in this new tab or window
Once successfully logged in, the following will appear
Return to the tab or window with Boardable open
Click Meetings on Boardable's main menu panel
Click the title of the meeting whose zoom component is broken, opening its meeting page
Click Edit meeting info
Without changing anything, click Continue
Without changing anything, click Save; the Re-send meeting invite modal pops up
Choose which users, if any, should receive update notifications
Only notified users will see the correct Zoom link in their calendar links
Click Send
Congratulations, the meeting now has a working Zoom component!
Once a meeting's Zoom component is fixed, a blue Join web conference button is visible on the meeting page. Participants can click this button to join the meeting.
Related Articles
Zoom information:
Join Zoom Meetings from Boardable: learn how to join a Zoom meeting from Boardable and still use the advantages of Boardable Spotlight
Integrate Zoom: learn how to integrate Zoom with your Boardable account so the Zoom link is available in the Boardable meeting invitation
Add Zoom to Boardable Meeting: learn how to create a meeting that includes the Zoom link in the Boardable invite, whether the Zoom account is integrated or not
Remove Zoom Integration: learn how to disconnect the links between your Zoom account and your Boardable account
Boardable Spotlight Information:
Boardable Spotlight Overview: learn about Boardable's video conferencing and the features available during a meeting
Meetings with Boardable Spotlight: the essential meeting platform for boards and teams
Publish a Meeting: Learn how (and what it means) to publish a meeting to the calendar only and learn how to fully publish any Boardable meeting