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Zoom Settings Cheat Sheet

Meeting Activity Scope/Other Location Settings to Apply
Reduce extraneous noise Everyone Profile-> Settings -> Schedule Meeting Mute participants upon entry
Chat Everyone Profile-> Settings ->In Meetings (Basic) Chat
Allow meeting participants to send a message visible to all participants
Person to person Profile-> Settings ->In Meetings (Basic) Private Chat
Allow meeting participants to send a private 1:1 message to another participant.
Configure realtime
(if above settings enabled)
Meeting->Chat window->… Set scope of participants chat: No one, Host only, Everyone publicly, Everyone publicly and privately
Save Chat Host   Auto saving chats
Automatically save all in-meeting chats so that hosts do not need to manually save the text of the chat after the meeting starts.
Alerts on entry and departure Everyone Profile-> Settings ->In Meetings (Basic) Play sound when participants join or leave
Share Files Everyone Profile-> Settings ->In Meetings (Basic) File transfer
Hosts and participants can send files through the in-meeting chat.
Disable Zoom Feedback at end of meeting Everyone Profile-> Settings ->In Meetings (Basic) Feedback to Zoom
Add a Feedback tab to the Windows Settings or Mac Preferences dialog, and also enable users to provide feedback to Zoom at the end of the meeting
Have a meeting Co-host Co-hosts Profile-> Settings ->In Meetings (Basic) Co-host
Allow the host to add co-hosts. Co-hosts have the same in-meeting controls as the host.
Launch Polls Host / Co-host Profile-> Settings ->In Meetings (Basic) Polling
Add ‘Polls’ to the meeting controls. This allows the host to survey the attendees.
Keep meeting controls menu from auto-hiding Host Profile-> Settings ->In Meetings (Basic) Always show meeting control toolbar
Screen Sharing Granular:
Can specify if Host can and if Participants can
Profile-> Settings  -> In Meetings (Basic) Screen sharing
Who can share?
Allow host and participants to share their screen or content during meetings
Start sharing when someone else is Granular:
Can specify if Host can and if Participants can
Profile-> Settings ->In Meetings (Basic) Screen sharing
Who can start sharing when someone else is sharing?
Annotate any shared screen or whiteboard Everyone Profile-> Settings ->In Meetings (Basic) Annotation
Allow participants to use annotation tools to add information to shared screens
Prevent Participants Share Screen Meeting Control Menu->…More Disable participants annotation
ID annotations Share Screen Meeting Control Menu->…More Show names of annotators
Use a whiteboard Host/Co-host Profile-> Settings ->In Meetings (Basic) Whiteboard
Allow participants to share whiteboard during a meeting
Control another’s screen Everyone
(by request)
Profile-> Settings ->In Meetings (Basic) Remote control
During screen sharing, the person who is sharing can allow others to control the shared content
NOTE: May cause lag
Raise Hands, etc. Everyone Profile-> Settings -> In Meetings (Basic) Non-verbal feedback
Participants in a meeting can provide nonverbal feedback and express opinions by clicking on icons in the Participants panel.
Break class in to groups Host Profile-> Settings ->In Meeting (Advanced) Breakout room
Allow host to split meeting participants into separate, smaller rooms
Restrict room access:
Waiting room
Unauthenticated Participants Profile-> Settings -> In Meeting (Advanced) Waiting room: Enabled
Choose which participants to place in the waiting room: Guest participants only

Updated 02/17/22