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Planview Customer Success Center

Use Projectplace with Zoom

To help virtual teams collaborate efficiently, we've integrated Zoom with Projectplace. Using this integration, Projectplace users can conduct online meetings with their account members.

Start a Zoom Meeting

To start a Zoom meeting:

  1. Click the Start Zoom meeting icon in the top right corner of the screen.

    start meeting.png

  2. In the Start instant meeting window, do one of the following:
    1. Invite people via email: In the Add members field, type the name of the groups, account members, or email addresses you want to invite to the meeting, and add a description that you would like to appear in the email invitation.
    2. Invite people via link: Click Share a link with participants and click Copy copy icon.png to copy the meeting URL to your clipboard. Then share the URL with the desired participants.
  3. Click Start meeting.

    start meeting 2 3.png

A maximum of 300 people can join a meeting.

Enable Zoom Meetings

To enable Zoom meetings for the account:

  1. Click the tool selector Tool selector.png in the top navigation bar and select Account Administration.
  2. On the Overview tab, click the More menu Settings Icon.png and select the Third party software data access option.

    third party document repo menu option.png

  3. In the window that appears, find the Third party software data access section and click the toggle to the on position.
  4. Select the Enable online meetings option.
  5. Click Save.

    enable ms office for web 3 4 5.png

Privacy and Security

The integration between Zoom and Projectplace is encrypted and secure; we protect our customer and user data by adhering to industry standards. Read the security statement on our partnership with Zoom here. While using Zoom, you are subjected to Zoom's privacy policy.

To ensure the best experience for our users working with Zoom meetings, we send each user's first and last name to Zoom so it can be displayed as their screen name during the meeting.

Proxy Server Settings for Zoom

Click here to know more about the network firewall and proxy server settings for Zoom.

 


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