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titleCurrent University Position 01/07/20

The University has 50 licenses for webinars for up to 500 users. There are more (000's) licenses available for up to 100 particpants.

All licenses are enabled on individual University users' accounts by Stefan Wielgosz & Phil Watson on request.

Live streaming has been enabled for meetings & webinars - please contact Audio Visual for further information

titleZoom Live Training Video

This is a comprehensive walkthrough of setting up a webinar and includes a transcript.

Setting up a Webinar in Zoom

The 1 hour video is broken down into 3 parts -

  1. Managing Webinars

    1. Setting up, scheduling & inviting participants

    2. Customizing (registration, branding, customization)

  2. Hosting Webinars

    1. Covering in-session controls for Hosts & Panelists

  3. Support resources and Q&A

Below is an overview of some steps to take when setting up and running a webinar

titleScheduling a Webinar
  • Sign into zoom using the single sign on (SSO) - the domain is york-ac-uk. Using any other sign in method will not provide features from the University account (ie there will be restrictions)
  • Set up the webinar times and basic settings.
  • Set Host & Panelists video to 'On'
  • Check if registration is required - the link for attendees will change depending if registration is required or not.
  • Assign an alternative host (they'll be able to start and stop the webinar if required)
  • Add a practice session if required (though remember the attendee invitation and confirmation email will reflect the start time including any practice session). Practice sessions should be arranged with panelists & co-hosts in advance of the webinar start time. Set Host & Panelists video to 'On'
  • Check Branding and the main contact email first as some emails will be sent out automatically - the contact email defaults to the personal details of whoever is the Host
  • Add options for invitations, Q&A etc. These options are only visible after setting up the webinar.
  • Get confirmation from panelists. If they don't recieve an email automatically , you can copy the info information to them from the invitation email and send directly.
  • Check Chat & recording Recording options - these are initially set from your account Settings tab, not within the webinar.
  • Cloud recording options are in Settings>Recording. Set options (ideally 3 separate layouts - speaker view, gallery view & shared screen) and record to cloud. Local Record will record the Gallery View.
  • Check presenters are comfortable with screen sharing options (eg tick the share audio option and how to make the slides the focus)
titleRunning a Webinar

The following people should be involved - Host (can be AV), 2nd Support person (Alternative or Co-host), Chair (Optional co-host), Panelists (optional co-hosts), Attendees

  • The Host sets up the webinar, invites Chair, Panelists & Attendees
  • The Host assigns co-hosts (this can also be done during the webinar) Cloud recording options are in Settings>Recording. Set options (ideally 3 separate layouts - speaker view, gallery view & shared screen) and record to cloud. Local Record will record the Gallery View. so all panelists can control their own cameras and microphones
  • All attendees are muted by default but can be unmuted (microphone only) by the Host & Co-hosts. Attendee video cannot be unmuted unless they are promoted to panelists.
  • For a participant not at the University, Zoom may need to download and install software before joining the webinar but (USE WITH CAUTION) they can also be given any role within the webinar.
  • It's better to use the Q&A option for questions and keep the Chat only for communication between hosts and panellists, or for direct messages from the Host to specific attendees.
titleDuring the Webinar
  • Webinar duration, Q&A and Chat options can be changed while the webinar is running.
  • If the Host Chats to all or individual attendees, the Chat icon on the attendees screen turns orange and a box highlights the message - this Chat is also seen by the panellists. You can't select individual attendees or a number of the panellists to chat to.
  • Powerpoint slide focus - when sharing slides the presenter needs to click on the slides to give focus back to Powerpoint, before being able to advance them using their mouse or keyboard.
  • As a Host, it can be useful to have a separate computer available with a personal account so that you can view as an attendee (don't forget to invite yourself), but this needs to be done via a different email account and zoom may automatically add you as a panellist.
  • If a user shares their screen but forgets to check the audio before sharing, the dropdown allows them to start sharing audio without quitting/re-starting apps ( ...More>Share Computer Sound)
  • Host can mute shared audio and stop sharing remote screens


Points to note - 

You cannot have Breakout Rooms in a webinar

The attendees' view will be different from the panelist view - attendees will see unmuted participants and shared screens only.

Presenters need to click on slides in Powerpoint after sharing screen to get focus in order to run the presentation from their keyboard

When sharing screen - participants audio can be switched on (by host) in 'More' options (3 dots on right)

Recording the webinar will open a dialogue box on everyone's screen - they must approve being recorded or leave the meeting. This setting is locked by the acccount administrator for GDPR purposes.

If you are importing csv attendees: the format is email, first_name, last_name (Column A is the email address, column B is the first name, column C is the last name)

titleThe links below will take you to the Zoom Support webpages

Overview of Webinars

Getting Started

Roles in a webinar

Registering attendees

Attendee experience

On-Demand webinars

IT Services have general information regarding Zoom on their webpages

Many of the points in this document also apply to webinars - General meeting security