BenchPrep's Zoom integration allows you to supplement self-paced courses with live, interactive learning sessions. Additionally, being able to administer your meetings directly within the BenchPrep platform saves you time while enabling you to monitor, report on, and manage your sessions.

You can use Zoom integration to:

• Give all users access to free virtual events such as webinars, lunch & learns, or networking events
• Give a subset of users access to virtual instructor-led training sessions
• Give specific users access to small group meetings or office hours

Setting Up Zoom Integration

Watch the following video for a complete walkthrough of the Zoom integration process:

Step-by-step Instructions

1. Sign in to Zoom using an account with administrator privileges

2. Navigate to your Zoom user profile. On the left-hand navigation under Admin, select Advanced > App Marketplace

3. From Zoom Marketplace, select the dropdown for Develop > Build App

4. On the next page, choose OAuth as the app type you want to build

5. A pop-up modal will appear:

   1. Begin by entering an App Name - the app name is only visible to Tenant Admins in the Tenant Admin Dashboard.  We recommend the naming template “{YourName} {Environment} {BenchPrep}” IE - “LeslieKnope Production BenchPrep”

   2. Choose Account-level app

   3. Turn off the toggle for publishing to marketplace

   4. Select Create

6. Next, in a new tab or window, sign in to your tenant on BenchPrep and navigate to Tenant Dashboard through the top right dropdown. You must have the role of Tenant Admin to accomplish the following:

   1. Navigate to Integrations on the left-hand navigation

   2. Select Manage Account next to Zoom

   3. Copy the redirect URL on the next page

7. Navigate back to your Zoom app

   1. Paste the link into Redirect URL for OAuth on the Zoom app you just made

   2. Fill in the OAuth allow list with your BenchPrep platform link - either your masked URL or https://{yourtenantslug}.benchprep.com. Both will work

   3. Select Continue at the bottom of the app

8. On the next page, fill in the Short Description and Long Description. Both are required by Zoom; the information will not be shown within BenchPrep

9. Scroll down to Developer Contact Info. Provide a name and email for the person in your organization you would like informed for service impacting announcements from Zoom

10. Continue forward until you land on Scopes

    1. Select Meeting and check all the boxes for read, and write

       1. Select the box for master ONLY if you have verified the account has Sub Accounts and Zoom Owner Admin account is used for integration. Check "How do I integrate/pair a Zoom account with BenchPrep?" section above for more details

    2. Scroll down to Report and check the box for read:admin

    3. Confirm the scopes then press Continue

11. On the Activation page, no action is required

    1. You may see errors listed in red. These will appear if, for instance, you forgot to enter a Short Description and can be remedied by returning to the applicable tab and updating the information

12. Navigate back to your Tenant Dashboard

    1. Below the redirect URL, type in an Account Name

       1. We recommend you use the same name as your Zoom app to make it easier to locate your corresponding Zoom app if you ever need to update it. We also recommend making it clear whose admin-level Zoom account you integrated with if there are many people in your organization.

13. Navigate to App Credentials in your Zoom app and copy/paste the Client ID and Client Secret

14. Paste these into the corresponding fields in Tenant Dashboard

15. Finally, select Pair. A new page will load. Then select Authorize, after which you will be taken back to Tenant Dashboard

Congratulations! You’ve successfully paired your Zoom account with BenchPrep. Now you can schedule Zoom meetings for any users with access to your tenant - instructors, students, tenant admins and more! All meetings are scheduled in Tenant Dashboard and presented to users for launch from User Portal.

Once Zoom integration is set up, all learners will see a “My Events” page in their user portal, whether events have been scheduled yet or not. For this reason, we recommend you have a plan for offering & managing live events before you set-up Zoom integration in your production environment,

Notes

• If you want to test the Zoom integration without impacting live users on production, we recommend configuring the integration in your staging environment (https://{yourtenantslug}.staging.benchprep.com)
  • You will need to redo the configuration after each staging refresh, which occurs the Tuesday after each deployment. See our status page for deployment notifications.
• Zoom integration shares your users' names and emails with Zoom.
• Meetings that you schedule in BenchPrep will appear in Zoom, but if you edit your meeting in Zoom, those changes will not make their way back to BenchPrep.
• Any BenchPrep user with the "Tenant Admin" role can set-up the Zoom integration & schedule meetings. District, institution and instructor level roles do not have access to set-up a Zoom integration.
• Only one Zoom account can be configured per customer at the tenant level. Institutions cannot connect their own Zoom meeting accounts.
• Before getting started, you must have access to a Zoom Admin account for the integration to be successful. Please refer to the Account Roles section of this article to help you figure out your Zoom role.
• If Sub Accounts are used, the integration needs to be set up by the Zoom Admin Owner account. You can confirm if your Zoom account has sub-accounts by selecting "Account Management" under Admin and verifying “Sub Accounts” section is available

• Here are some questions we recommend answering before you set up the integration in production:

  • Do you have access (login credentials) to a Zoom Admin account?
  • What live events will you deliver through the Zoom integration?
  • Who will you offer Zoom meetings to and how will they register?
  • Who on your team will manage scheduling & configuration of Zoom meetings?
  • How will you notify users of the launch of virtual events?