Video Meetings for SuperOffice: Zoom

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Environment: cloud

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• 4 minutes to read

 • 4 minutes to read

This article describes how to connect, configure, use and disconnect Zoom.

Pre-requisites

• Use CRM Online
• You need a SuperOffice admin account during setup
• Zoom Pro account

Note

To send and receive email invitations to video meetings (to/from participants), you need a valid email set-up. How to configure email invitations for video meetings.

How to connect to video provider

1. Open SuperOffice Settings and maintenance and go to the Preferences section.
2. Choose the Video meetings tab.
3. Click Configure to start the configuration process.
4. Select Zoom as the provider.
5. Authenticate and authorize Zoom:

   1. Click configure your video-provider if needed:

      

   2. You will be forwarded to the provider's authentication portal to authenticate and validate your user and to confirm you allow to connect it to SuperOffice.

      

      

   3. Zoom has one additional configuration required: set your random password and click Save.

      

      If it says "Connected to Zoom. Logged in as xxx, connected to custxxxx", and password filled under Set Configurations, you may close this browser window - to go back to SuperOffice Settings and maintenance to confirm the setup.

6. Return to the SuperOffice Video meetings tab and verify that the configuration is active.

How to use Video Meetings

Create a video meeting

1. In SuperOffice, go to the diary and create a new appointment.
2. Click  next to the meeting type. The icon changes to  and a video meeting link is added.
3. Complete the information in the Follow-up dialog as described in the user guide.

Note

The first time you select the video icon (), a new window will open. Here you need to sign in to authenticate your user in the video meeting service defined by your administrator.

Join a video meeting

To join a video meeting in SuperOffice, click Join meeting in the Follow-up dialog or in the side panel. Alternatively, right-click in your diary and then click Join meeting.

Troubleshooting

Something went wrong

If you get the following error message, log out of SuperOffice Online and then log back in.

Something went wrong reserving your video meeting. Please try again later.

404

If you (the user) experience difficulties with creating and starting video meetings, remove the video-meetings configuration in SuperOffice.

1. In a browser, go to https://meetings.superoffice.com/meet/DisconnectUser.
2. Click Confirm.
3. Re-authenticate: simply create a meeting in your CRM diary and click the video icon. You will then be asked to authenticate.

How to disconnect video provider

First, disconnect the Zoom service provider in SuperOffice Settings and Maintenance:

1. Open SuperOffice Settings and maintenance and go to the Preferences section.
2. Select the Video meetings tab.
3. Click the Configure button. A new tab opens.
4. If a service provider has already been selected, you can click Disconnect.
5. A warning is displayed, click OK to continue.

Then, uninstall the Zoom video meeting service:

1. Sign in to your Zoom account and navigate to the Zoom Marketplace.
2. Search for SuperOffice CRM and click the app or navigate to your installed apps via Manage > Installed Apps.
3. Click Uninstall next to SuperOffice CRM.
4. Confirm the dialog and click Uninstall.