Zoom in Canvas (Instructors)

Fall 2020 Instructors of Record will receive an email message requesting that you setup your Zoom account. For questions regarding your TWU Zoom Enterprise account, submit a Technology Service Desk email to start a ticket.

Our training does not apply to any instructor who does not have a Zoom Enterprise license and you will need to talk to your Academic Component leadership if you have questions.

Zoom is a web conferencing and recording solution that is available in Canvas. Use Zoom to interact with students:

  • Practice Using Zoom before your first class session
  • Share your screen (Powerpoint or Google Slides) while you talk, create an agenda on the 1st slide
  • Use chat to answer student questions, download files, and share links to course materials
  • Engage students with Polls, Breakout Rooms, and Shared Google Docs
  • Allow students to Co-Host
  • Record Zoom Meetings

The Southern Association of Colleges and Schools (SACS) requires that we be able to confirm that the student enrolled in an online course is the student that is participating in the Zoom session. We meet this SACS assessment standard by requiring students to authenticate into the web conference with a unique username and password using pass through authentication in Canvas (the student’s authentication is passed through Canvas to Zoom).

The difference between:

Web conferencing (Zoom) is an online service for live meetings, presentations, and training that supports real-time sharing of computer screens, individual applications or web-based content among two or more computers or mobile devices.

Video conferencing (LifeSize) is a live, visual connection between two or more people residing in separate locations for the purpose of communication. At its most sophisticated, it provides transmission of full-motion video images and high-quality audio between multiple locations.

Change Your Primary Email in Canvas

As part of the Zoom configuration in Canvas, you will need to make a change to your Account Setting:

  1. In Global Navigation, click the Account link, then click the Settings link.
  2. In the Ways to Contact sidebar, your account displays the default email associated with your account. You need to add an additional email address, click the Add Email Address link.
  3. In the email address field enter your username + @twu.edu (e.g. sholmes@twu.edu).
  4. Click the Register Email button. You will have two TWU email addresses:
    1. username@mail.twu.edu
    2. username@twu.edu
    3. Hover your mouse to the right of username@twu.edu until you see a Grey Star. Click the Grey Star to make the username@twu.edu your primary Canvas email.
  5. Complete any additional steps required to authorize the additional email address. Review How do I add contact methods to receive Canvas notifications as an instructor?
  6. Update your notification preferences to Do not send me anything for your username@twu.edu account to avoid getting duplicate messages from Canvas. Review How do I set my Canvas notification preferences as an instructor?

Required Settings in Zoom Web Portal

The Zoom Web Portal is primarily used for changing your profile and selecting meeting settings.

  1. Log into the Zoom Web Portal
    1. There are two Zoom Web Portal sign in screens, click either Sign In or Sign in with SSO
    2. Select your username@twu.edu GMail account
  2. From the Zoom menu (on the left) click on Settings
  3. Click on the Meeting Tab at the top of the page
  4. Security Options to set:
    1. Waiting Room - Enable
    2. Waiting Room Options - Edit Options
      1. Who should go in the waiting room?
        1. Select - Users who are not in your account and not part of the allowed domains
        2. Enter - twu.edu, mail.twu.edu
      2. Who can admit participants from the waiting room?
        1. Select - Host and co-hosts only
      3. Click Continue
    3. Require a passcode when scheduling new meetings - Enable
    4. Require a passcode for Personal Meeting ID (PMI) - Enable
      1. Select - Only meetings with Join Before Host enabled
    5. Embed passcode in invite link for one-click join - Enable
    6. Require passcode for participants joining by phone - Disable
    7. Only Authenticated users can join meetings - Enable
    8. Meeting Authentication Options - Edit
      1. Give a name for users to know this authentication - TWU Users
      2. Sign in to Zoom with the following specified domains - twu.edu, mail.twu.edu
      3. Check - Set as default authentication option
      4. Click Save
    9. Only authenticated users can join meetings from Web client - Enable
  5. Schedule Meetings Options to set:
    1. Audio Type
      1. Select - Telephone and Computer Audio
    2. Enable Personal Meeting ID - Enable
  6. In Meeting (Basic) Options to set:
    1. Chat - Enable
    2. Private Chat - Enable
    3. File Transfer - Enable
    4. Co-Host - Enable
    5. Polling - Enable
    6. Always show meeting control toolbar - Enable
    7. Show Zoom windows during screen share - Enable
    8. Screen Sharing - Enable
      1. Who can share?
        1. Select - All Participants
      2. Who can start sharing when someone else is sharing?
        1. Select - Host only
    9. Annotation - Enable
      1. Check - Allow saving of shared screens with annotations
    10. Whiteboard - Enable
      1. Check - Allow saving of whiteboard content
    11. Remote Control - Enable
    12. Nonverbal feedback - Enable
    13. Meeting reactions - Enable
    14. Allow removed participants to rejoin - Disable
    15. Allow participants to rename themselves - Disable
  7. In Meeting (Advanced) Options to set:
    1. Breakout Room - Enable
      1. Check - Allow host to assign participants to breakout rooms when scheduling
    2. Closed captioning - Enable
    3. Save captions - Enable
    4. Virtual background - Enable
      1. Uncheck - Allow use of videos for virtual backgrounds
    5. Identify guest participants in the meeting/webinar - Enable
    6. Show a "Join from your browser" link - Disable
  8. Email Notification Options to set:
    1. When a cloud recording is available - Disable
  9. Click on the Recording Tab at the top of the page
  10. Recording Options to set:
    1. Local Recording - Enable
      1. Uncheck - Hosts can give participants the permission to record locally
    2. Cloud Recording - Enable
      1. Check - Record active speaker with shared screen
      2. Check - Add a timestamp to the recording
      3. Check - Display participants' names in the recording
      4. Check - Audio Transcript
    3. Require password to access shared cloud recordings - Enable
  11. Click Sign Out before exiting the Zoom Web Portal

Enabling Zoom and Creating Zoom Meetings in Canvas

To begin using Zoom in Canvas:

  1. Open your Canvas course
  2. Click Settings on the Course Navigation Menu
  3. Click the Navigation tab
  4. Find Zoom in the list (toward the bottom of the page) click the Options icon (three dots) and click the Enable button. Review How do I manage Course Navigation links?
  5. Click Save
  6. On the Course Navigation Menu click Zoom.
    1. Click Authorize to allow Canvas to access your Zoom account.

Create Zoom Meetings to engage with students in your Canvas course:

  1. The most common scenario is to create a Zoom meeting to synchronously meet with the students in your Canvas course. These settings include:
    1. Click the Schedule a New Meeting button
    2. In the Topic field enter the name of the Zoom meeting
    3. In the When fields, select the Date and Time the Zoom meeting will start
    4. Select the Duration (This is only for scheduling purposes. The meeting will not end after this length of time.)
    5. Select the Time Zone Central Time (US and Canada)
    6. Registration, Check Required
    7. Security - Check Passcode
    8. Audio, Select Both
    9. Meeting Options
      1. Check Enable join before host (allow students to interact prior to the instructor joining the Zoom Meeting)
      2. Uncheck Use Personal Meeting ID
      3. Check Only authenticated users can join: TWU Users
      4. Edit - twu.edu,mail.twu.edu (verify this is correct)
      5. Click Save
    10. Alternative Hosts, add the TWU Webmail of another Teacher (the alternative host must be listed as an instructor of record in WebAdvisor) in your Canvas course.
    11. Click Save

  1. Create a recurring meeting to use throughout the semester to meet with the students in your Canvas course. These settings include:
    1. Click the Schedule a New Meeting button
    2. In the Topic field enter the name of the Zoom meeting
    3. Check Recurring meeting
    4. Recurrence
      1. Select - No Fixed Time (to reuse throughout the semester) OR
      2. Select - Repeat every, Occurs on, End date
    5. Registration
      1. Check Required (No Fixed Time) OR
      2. Check Required (Recurring meeting)
        1. Select - Attendees need to register for each occurrence to attend
    6. Security - Check Passcode
    7. Audio, Select Both
    8. Meeting Options
      1. Check Enable join before host (allow students to interact prior to the instructor joining the Zoom Meeting)
      2. Uncheck Use Personal Meeting ID
      3. Check Only authenticated users can join: TWU Users
      4. Edit - twu.edu,mail.twu.edu (verify this is correct)
      5. Click Save
    9. Alternative Hosts, add the TWU Webmail of another Teacher (the alternative host must be listed as an instructor of record in WebAdvisor) in your Canvas course.
    10. Click Save

  1. Click on the Personal Meeting Room tab to schedule Office Hours. These settings include:
    1. Edit this meeting to make changes
    2. Security, Select - Waiting Room
    3. Uncheck Enable Join before host
    4. Check Only authenticated users can join: TWU Users
    5. Edit - twu.edu,mail.twu.edu (verify this is correct)
    6. Click Save.


  1. Registration collects details about the attendees (like their email address) for Reports.
  2. Authenticated Users allows only individuals listed in People to join the Zoom Meeting.​
  3. If you have a Guest Speaker OR share the link to the Zoom Meeting with another Canvas course, modify the settings to include:
    1. Security - Check Waiting Room
    2. Meeting Options - Uncheck Only authenticated users can join
    3. Rather than having Zoom authenticate users, the host must authenticate users to validate the participants allowed to join the Zoom Meeting. At the start of the Zoom Meeting the Host or Co-Host will only admit students from the Waiting Room into the Zoom Meeting that have Registered with their @twu.edu GMail account.

Explaining Zoom Features for Teaching and Learning

To become familiar with the features available in Zoom to use for teaching and learning we will explain:

  • Getting to Know the Zoom Toolbar
    • Audio Settings - Testing computer or device audio, Mute all and unmute all, Joining a meeting by phone, Push to Talk
    • Video Settings - Testing video, Changing the video layout, Virtual background
    • Recording the Zoom Meeting - Finding and viewing recordings, Local recording, Cloud recording, Managing cloud recordings
    • Closed Captions - Disability Services for Students will assign a closed captioner to your Canvas course. When the assigned closed captioner has joined the Zoom Meeting, click Closed Caption, click Assign a participant to type, and select the assigned closed captioner.
    • In-meeting Security Options - Meeting controls that allow the host or co-host to enable or disable options during a meeting to secure the meeting and minimize disruption during the meeting. Most of the settings can be controlled using Zoom Web Portal Settings prior to the meeting.
    • Managing Participants - As the host in a meeting, you can manage the participants. By default, any participant in a meeting can share their video, screen, and audio.
  • Interacting with Students in Zoom
    • Screen Sharing - Sharing your screen, Video layout options while screen sharing, Switching Windows During Screen Sharing, Optimizing a shared video clip in full screen, Sharing Computer Sound During Screen Sharing, Requesting or giving remote control, Sharing a whiteboard, Using annotation tools on a shared screen or whiteboard
    • Using Annotation Tools - Meeting participants can annotate on a shared screen as a viewer or the one that started sharing your screen. You can also use annotation tools when sharing or viewing a whiteboard.
    • In-meeting Chat - The in-meeting chat allows you to send chat messages to other users within a meeting. You can send a private message to an individual user or you can send a message to an entire group. As the host, you can choose who the participants can chat with or to disable chat entirely. Private messages between participants are not viewable by the host.
  • Canvas Quick Tips: Breakout Rooms in Zoom
  • Canvas Quick Tips: Polls in Zoom

Reviewing Zoom Reports

Review a Zoom Report to verify students attended from the authenticated @twu.edu or @mail.twu.edu account. Students who did not authenticate cannot receive credit for grades, be used to determine the last date in the course, be referenced for financial aid reports, etc.

To review a Zoom Report follow these steps:

  1. Click Zoom on the Course Navigation Menu
  2. Click Previous Meetings
  3. Locate the Title/Topic of the Zoom Meeting, click Report (in the same row)
  4. From the Zoom menu (on the left) click on Reports
  5. Review the Report
    1. Confirm that the Email address is username@twu.edu or username@mail.twu.edu to verify the student is an authenticated user in your Canvas course.
    2. Click Export as CSV file to save and open the report in Microsoft Excel.

Note: Zoom Report information is only available for 30 days. Use the Export as CSV file to save the Zoom Report information to reference beyond 30 days.

Support Options

  1. Contact an Instructional Design Partner to design learning activities for students or talk about effective ways to interact with students with Zoom in your Canvas courses.
  2. To request technical support, submit a Technology Service Desk email to start a ticket.


Article ID: 113411
Sat 8/8/20 11:00 AM
Sat 9/19/20 11:44 AM