Integrate Zoom

You can integrate your organization's Zoom account with BoardEffect, so your members and staff can join meetings remotely.

Note

Your organization must have a Zoom account in order to integrate it with BoardEffect.

To configure a Zoom account in BoardEffect:

  1. Login to marketplace.zoom.us.
  2. Select Develop, then select Build Legacy App.
  3. Under the OAuth app type, select Create.
  4. Enter the App Name.
  5. Select Account-level app.
  6. Turn off the option to publish this app on Zoom App Marketplace.
  7. Select Create.
  8. In the App Credentials sections, under Redirect URL for OAuth, replace xxxxxxx in the URL address below with your BoardEffect platform URL address. https://xxxxxxx.boardeffect.com/meetings/zoom_oauth/callback.
  9. Under the Add Allow Lists section, add your BoardEffect platform URL address https://xxxx.boardeffect.com/.
  10. In the Basic Information section, add the Short Description, Long Description, Company Name, and Developer Contact.
  11. Select Continue.
  12. Select Continue again (no entry is required in the Feature section.
  13. In the Scopes section, select Add Scopes on the right side.
  14. Under Product on the left side, scroll to and select Meeting, then select View and manage all user meetings and check all 19 options.
  15. Also under Product, scroll to and select User, then select View all user information and check all 14 options.
  16. Select Done in the lower right corner.
  17. Scroll up to and select App Credentials on the left side.
  18. From the BoardEffect Home page, navigate to Site settings/Integrations/Video Conferencing and select Configure to the right of Zoom.
  19. The Integration Name is Zoom.
  20. Copy the Client ID and Client Secret from Zoom, then paste these into Oauth Zoom Key and Oauth Zoom Secret on the BE Zoom configuration page.
  21. Select the Activate Integration checkbox and select Save.
  22. On the “Allow pop-up” window, select Allow and “OAuth keys has been added successfully” message is displayed.