The Zoom web portal is used for changing your profile and meeting/recording settings. Additionally, you have more options in the web portal than in the desktop client when scheduling, viewing, and editing your meetings, as well as being able to manage recordings and run reports.
The Zoom desktop client has different features than the Zoom web portal with settings specific to the device you are on when logged in. Access to camera and mic settings, keyboard shortcuts, etc. are found on the desktop app.
Zoom Website Portal
Sign in to your Zoom account. Navigate to the tabs on the left, then go through each tab to view your choices. Take a few minutes to get familiar with all of the available setting and feature options.
Profile: Update your personal information, change your Personal Meeting ID.
Meetings: Schedule meetings, start a scheduled meeting, or host an instant meeting.
Webinars: If your college purchased a webinar license assigned to your account, you will be able to schedule events using the Webinar platform.
Personal Contacts: Store personal contacts including names, email addresses, phone numbers and more, accessible in your account and synced with the Zoom desktop client and mobile app.
Personal Devices: If you have Zoom for Home devices such as a DTEN ME Pro or Zoom Frame that are configured on your account, they will be accessible here.
Whiteboards: Create shareable whiteboards.
Notes: Notes can be created and used to collaborate before, during, and after meetings.
Recordings: View, share, manage and delete recording files.
Settings: Click on each tab in the top menu in the Settings area to set your preferences for features you will be using.
Reports: Run meeting attendee details, registration, and poll reports, as well as view the details for participants reported to Zoom security.
Zoom Desktop Client for Meetings
The Zoom desktop client is an app that resides on your local computer, and is a convenient way to schedule, host, and join a meeting. The first time you host or join a meeting, the Zoom app downloads to your desktop. Download the app in advance of your first meeting from https://zoom.us/download.
The Activity Center icon is located on the top right, next to your profile picture. Notifications for cloud recordings and transcripts, missed phone and video calls, received voicemails, SMS messages, and Whiteboards will all be consolidated into the Activity Center.
The desktop client has additional settings not available in your website portal account. From the Home tab, click on the gear icon in the top right corner to open the settings page.
General: Tools to manage meetings and devices, enable dual monitor, show meeting duration, and access other basic Zoom app settings. Most important are the options for Zoom Updates, to ensure you are on the most current version of Zoom for the best performance.
Video: Configure and test video.
Audio: Configure and test audio.
Share Screen: Adjust screen share behavior such as the default window size when screen sharing.
Team Chat: Customize the chat sidebar, messages, and notifications for chat using the desktop app.
Zoom Apps: If any app integrations have been approved, you will see them here.
Background & Filters: Add virtual backgrounds, real-time preview screen, filters, and Avatars.
Recording: Select Local recording options, view Cloud recording storage, and Manage Cloud recordings.
Profile: Update your profile picture; click 'View Advanced Features' to update profile details.
Statistics: Overall CPU and memory performance.
Feedback: Send feedback including suggestions directly to Zoom.
Keyboard Shortcuts: A list of your device's keyboard shortcuts are available, as well as a way to customize some shortcuts.
Accessibility: Adjust closed caption and chat font size. Manage screen reader alerts for meeting activity.