/
Zoom Integration Setup

Cognition Knowledge Base

Zoom Integration Setup

In addition to general improvements to ILT sessions, we are now offering a Beta Zoom Integration. This integration will allow Session Administrators to create and manage Zoom meetings directly from Cognition’s ILT Session administration.

Setup

To setting up your Zoom account with Cognition we recommend downloading the following the full PDF guide or following the steps below:

To use this integration, you must first connect your Zoom Business account with Cognition.

These steps will require assistance from someone who has Admin Developer privileges with your Zoom Business account. We recommend contacting your IT department to identify who this would be at your organization.

Someone who has admin developer privileges for the account will need to go to: App Marketplace.

  1. Click Develop and View App Types.

  2. The next screen will have several options to “Choose your app type”. Select Server-to-Server OAuth and click Create.

  3. Choose an app name.

  4. Make note of your Account ID, Client ID and Client Secret. You will need to send these to your Cognition Representative to configure the LMS to make calls to Zoom’s API. Click Continue.

  5. In the information section, fill out the short description, company name, developer name and email.

  6. The next section is the Feature section which is not required. Click Continue to skip filling this section out.

  7. Next, click Add Scopes and then search and select each of the following scopes:

    • user:read:admin

    • user:write:admin

    • report:read:admin

  8. Finish activating the app through the wizard.

NOTE: The integration with the LMS will not function if the Client ID or Client Secret are changed.

Adding Instructor Accounts

In order to host Zoom meetings, Instructors will need to have their Zoom account email included in the LMS. This may be set either through the User’s Email field or a newly added Zoom ID field on the Contact tab of User Administration. These two fields can also be edited by Instructors directly in their Profile under the Gear menu. The system will always first try to use the Zoom ID when creating or updating Zoom meetings. If a user doesn’t have a Zoom ID, the system will then attempt to use the Email field instead. A way to add and update Zoom IDs in bulk with Mass User Upload is planned for a future release.

It is strongly recommended that any Instructors hosting Zoom sessions have a paid licensed Zoom account. Some features may work incorrectly for users with basic accounts. An Instructor’s account must be associated with and listed under the main business account.

Zoom Roster

If you create a Zoom meeting through Cognition, you will be able to generate a report with attendee information. For more information, click here.

Zoom Account Settings

Maximum Meeting Size

Zoom enforces a maximum meeting size dependent on your plan. During the initial setup of the Zoom integration, Reflection Software will ask you what your maximum meeting size is in order to properly configure the integration.

Account Owner Display Name

When a Zoom session is canceled, an email is sent by Zoom to scheduled participants. The emails will say that the Zoom account owner canceled the meeting. We recommend checking to make sure that the Display Name of the account is set to your business name.

To change how these emails appear, the account owner will need to change their First and Last Name fields in Zoom (not Display Name).

User Limits for Creating/Editing Sessions

Zoom enforces certain daily limits per account. Each account can make a total of 100 meeting creations, modifications, or deletions per day. This limit resets daily.

 

Changing Zoom Host/Primary Instructor

When the primary instructor for a session is changed, a new Zoom meeting is generated and the old one is deleted. This change will send notifications to students and supervisors.

Locked/Required Enterprise Settings

Certain company-wide configurations of your corporate Zoom account may override meeting level settings set up in Cognition. If you set and then lock certain settings, then the corresponding settings in the LMS will be ignored when creating or updating a meeting.

For example, if Waiting Rooms are required and locked by your enterprise Zoom account, then all meetings created in Cognition will have Waiting Rooms required.

Affected Zoom settings are:

  • Waiting Room

  • Meeting Passcode

  • Allow use of end-to-end encryption

  • Mute all participants when they join a meeting

  • Allow participants to join before host.

Got feedback? Have a question? Let us know!

Some Cognition features may require additional licensing. If your organization is interested in a feature seen here, please contact Reflection Software for more information.