These guides are regularly updated. Email mel.herdon@icaew.com any suggestions or improvements.

ICAEW Zoom Guides

Welcome to the ICAEW Wiki for guidance on how to set up webinars, meetings and virtual classrooms

Please see the navigation on the left to access different aspects of the guidance.

As this is a Wiki it will be updated when Zoom updates features and as we learn more about what best practice looks like for ICAEW.

Zoom usage at ICAEW

Use of Zoom at ICAEW is in line with the following guidance:

Zoom is not usually intended for internal use. You should use Microsoft Teams for internal meetings.
Zoom is to be used to run virtual events with external participants e.g. members, students, trainers, panelists, experts, interviewees, and the general public.
Our Zoom licences mean you can have up to 500 people in a session (webinar or meeting).
If your session has more than 500 people you will require the Large Meeting Add-on licence - this is a floating licence that you can specifically request - just speak to Martin Amos or Top Rana in ITD.
Any ICAEW staff member can have had an onboarding call with the Digital Product & Experience team if you feel nervous about setting up a Zoom session. Just let us know and we can arrange one.
Under our contract with Zoom we now have enough licenses for everyone. Let Top Rana in ITD know your email address if and when you plan to start using Zoom.
Zoom is on our ICAEW SSO - Single Sign On - so it will be the same password as you use for the VDI, Microsoft 365, iTrent, etc..
All Lifesize equipment in meetings rooms can be used for Zoom sessions - effectively turning all those with AV capabilities into webinar suites. See Zoom on Lifesize for instructions.

Zoom app logo!

But... Configio is not connected (yet)

As Zoom is new to us we haven't yet linked it with Configio, our events registration tool, as this requires significant development work.

If your event requires pre-registration and payment, and you want to automate those registered being allowed access to the webinar then please talk to Events to see what the best route would be for your event.

Further support

For general enquiries about ICAEW webinars please contact the Events team
For general enquiries about ICAEW virtual classrooms contact Mel Herdon
For general enquiries about ICAEW internal virtual meetings contact the ITD Helpdesk
For detailed help and support on Zoom you can also check out the Zoom Help & Support section on their website which includes some really useful how-to videos. They also have a new Zoom Learning Centre website for more in-depth learning.

Interested in Zoom updates?

If you do a lot of events you will undoubtedly become a heavy Zoom user! So you might be interested in our Yammer group - All things Zoom. We will post Zoom information on there from time to time. And anyone can share tips and tricks.

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