Managing Audio and Video Meetings in Trident (macOS)

Managing Audio and Video Meetings in Trident (macOS)

In this article, we will learn how to manage audio and video meetings.

InfoNote: This article explores managing audio and video meetings in the Trident desktop app. Click here for the Zoho Cliq web app's help documentation. 

Initiating Audio or Video Meetings    

To initiate an audio or video meeting:

  1. Click open the group chat or channel.

  2. Click the Call  icon in the chat box header.

  3. Select between Audio Meeting or Video Meeting depending on your meeting preference.

  4. In the window that appears, click the default meeting title to rename it if required.

  5. Manage permissions.

  6. Click the Add Participants  icon if you want to extend the meeting invitation to additional members.

  7. Assign Co-hosts and Speakers if required.

  8. Toggle on Record Meeting if you want to start recording the meeting.

  9. Click Start Meeting.



Start an Instant Meeting

To start an instant meeting from the Cliq homepage:

  1. Click Meet Now.

  2. Choose between Audio or Video Meeting to start the meeting.

You can invite participants or share the meeting link from the ongoing meeting. 


Notes:
  1. By default, the person who initiates the meeting will be the host.
  2. By default, the current date and your channel or group's name is the meeting title. However, the host can edit and rename the title as per their preference.

  Scheduling an Audio and Video Meeting         

You can schedule Cliq audio and video meetings in advance for planned discussions. To schedule a meeting:

  1. Click the Plus  icon above the chat list.

  2. Select Schedule Meeting from the menu list.

  3. In the form that opens, add the title and choose which personal or group calendar you want to schedule the meeting in.

  4. Choose the date, time, and time zone for your meeting.

  5. Add the meeting location, participants, speakers, and co-hosts.

  6. Select the meeting type and mode. If required, you can add the agenda, links, attachments, and set a recurrence pattern.

  7. Click Permissions to configure meeting permissions.

  8. Click Schedule.



Notes

Notes: 

  • After you schedule the meeting, you can edit, duplicate, and delete it from the Calendar module.

  • Meeting participants will receive the meeting invitation via email.

  • You can schedule meetings from the More menu of one-on-one chats, channels, and groups.

  • The admin can restrict permission to schedule meetings in channels and groups.

 Adding Participants, Co-hosts, and Speakers

To add participants, co-hosts, and speakers:

  1. Click Participants in the schedule meeting form.

  2. Add participants from the list of users or select a conversation.  

  3. Click Co-hosts and add the users you want to assign as co-hosts.

  4. Click Speakers and add the users you want to designate as speakers.

  5. To remove any participant, co-host, or speaker, hover over the user's name and click the X icon that appears.

  6. Click Schedule.


Setting Up Alerts for Scheduled Meetings  

While scheduling the meeting, you can select how you want to receive meeting reminders. Here are the available alert types when scheduling a meeting.

Alert Type

Available For

Demonstration

Zia: You will receive timely reminders in the chat or conversation selected for the meeting.

Online Meetings and Face-to-Face Meetings

 

 

Remind via Taz: You will receive a meeting reminder via Taz based on the selected duration.

Face-to-Face Meetings only


Scheduling a Meeting in a Foreign Time Zone         

To schedule a meeting in a foreign time zone:

  1. Click the current Time Zone in the schedule meeting form.

  2. Search for the desired time zone using the search bar and select it from the list of options that appear.

  3. Click Schedule.



Scheduling a Recurring Meeting        

For meetings that happen periodically, you can schedule a recurring meeting. To schedule a recurring meeting:

  1. Click the down arrow  icon next to Repeats Never in the schedule meeting form.

  2. In the Recurrence Pattern menu that pops up, choose between Daily, Weekly, Monthly, Yearly, or Weekdays.

You can also create a custom recurrence pattern and choose to end it on a specific date or after a specific number of meetings.

Let's assume you want to schedule a meeting on Mondays for ten weeks, starting today. To set a custom recurrence pattern for this scenario:

  1. Click the down arrow  icon next to Repeats Never.

  2. In the Recurrence Pattern menu that pops up, enter the following details:

  • Repeat: Weekly

  • Every: 1 week

  • Day: Monday

  • Ends: After ten times

      3. Click Save


Managing Meeting Permissions and Configurations

 To manage meeting permissions:

  1. Click the Permissions icon.

  1. In the pop up that appears, alter the permission level as required.

Mentioned below are the list of permissions and general configurations available.

Options

Description

Demonstration

Start Screen Share

When checked, co-hosts, organization members, and external members can share their screens.

 

Share Presentation

When checked, co-hosts, organization members, and external members can share presentations.

Access to meeting recording

 

 

Choose your preferred level of access to meeting recording:

  • Only the Host

  • Host and Co-hosts

  • All Participants

  • All Participants and Invitees

Generate transcript for recorded meetings

Enable this option to generate a transcript for the recorded meeting.

Let external users to join via public invite link skip the waiting room

Enable this option to allow external users (from outside your Cliq organization) to join the meeting instantly, bypassing the waiting room and host approval.
 
To know more about external users, click here.

Allow guest users to chat

Enable this option allow guest users to participate in the chat during the meeting. 

If left disabled, guest users will not be able to access the meeting chat and it would remain available to your organization's users only.

Reply Modes

Choose your preferred mode of reply:

  • Normal reply: Standard reply mode.

  • Threads: Use threads for organized conversations.

Gestures

Enable this option to allow users to react with gestures during the meeting.

Reactions

Choose the desired participant reaction level:

  • Basic: Limited reaction options.

  • All: All available reactions for participants during the meeting. 


Notes
Note: You can also access these permissions during the meeting from Settings > Permissions

Assigning Co-hosts and Speakers

 To assign co-hosts and speakers:

  1. Click the Co-hosts or Speakers button.

  1. Search for the participants name or email address.

  2. Click Done


Using Meeting Features (For Host and Co-hosts)    

The following features are available only for the host and co-host.

 Inviting Users

  1. Click the Invite  icon in the toolbar.

  2. Click Invite Users in the menu list.

  3. Select the user from the list of suggestions or search for the user in the search bar.

  4. Click Ring All



Notes:

  • If you wish to allow external users who are not part of your organization to join the meeting, check the Allow External Users to Join option.

  • Select Copy Invitation or Copy Link to copy the invitation details for users to join the meeting.

Assigning Hosts and Co-hosts  

To assign a participant as host or co-host in an ongoing meeting:

  1. Click Participants in the toolbar

  1. In the participants panel that appears, click the More Options  icon.

  2. Choose between Make Host and Make Co-host.



NotesNote: Only the host can assign participants as host or co-host.

Locking an Ongoing Meeting   

The host and co-host can lock an ongoing meeting to prevent anyone else from joining the meeting. To lock the meeting:

  1. Click the More  icon in the toolbar.

  2. Click Participants in the menu list.

  3. Click the Lock  icon at the top.


Notes
Notes:
  1. Click the Lock icon again to unlock the meeting.
  2. The host and co-host can allow or reject a participant's request to join a locked meeting.
  3. Participants invited by the host and co-host can still join the meeting

Recording Meetings  

You can start and stop recording an ongoing meeting by clicking the Record icon on the meeting toolbar. 


Notes

Notes:

  • If the toolbar is set to floating mode, the Record option will be available under More options.

  • Recordings can be viewed in the Cliq web application > Files > Recordings.

  • The participants of the meeting have to consent to being recorded. 


Managing Participant Controls

Bulk Controls   

 The host and co-host have the following controls for all participants:

Controls

Description

Mute All

Mutes all of the participants

Unmute All

Asks all of the participants to unmute.

Ring All

Rings all of the users who are yet to join the meeting




Individual Controls     

The host and co-host can use the following options to manage an individual's permission while in a meeting.      

Controls
Description
Demonstration
Mute/Ask to Unmute
Mute participants or ask the participant who is on mute to unmute. 

Make Host
Assigns the participant as a host of the meeting.
Make Co-host
Assigns the participant as a co-host of the meeting.
Restrict/Allow Unmute
Restricts or allows the participant from unmuting themselves.

To access these options:

  1. Click Participants in the toolbar.

  2. In the participants panel that appears, click the More Options  icon.

  3. Select the desired option.

 

 Ending the Meeting  

To end an ongoing meeting:

  1. Click End on the meeting toolbar.

  2. In the pop-up that opens, click End Meeting.


The meeting will end for all participants. 



Assign a Host and Leave Meeting 

The host of the meeting can leave an ongoing meeting by assigning another participant as the host. To leave a meeting:

  1. Click Leave on the meeting toolbar.

  2. In the pop-up that opens, select the participant you want to assign as the host.

  3. Click Assign and Leave.



NotesNote: You can re-join the meeting as a co-host.