Managing Audio and Video Meetings in Trident (macOS)

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

Note: 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:

Click open the group chat or channel.
Click the Call icon in the chat box header.
Select between Audio Meeting or Video Meeting depending on your meeting preference.
In the window that appears, click the default meeting title to rename it if required.
Manage permissions.
Click the Add Participants icon if you want to extend the meeting invitation to additional members.
Assign Co-hosts and Speakers if required.
Toggle on Record Meeting if you want to start recording the meeting.
Click Start Meeting.

Start an Instant Meeting

To start an instant meeting from the Cliq homepage:

Click Meet Now.
Choose between Audio or Video Meeting to start the meeting.

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

Notes:

By default, the person who initiates the meeting will be the host.
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.

Managing Meeting Permissions and Configurations

To manage meeting permissions:

Click the Permissions icon.

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.

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

Assigning Co-hosts and Speakers

To assign co-hosts and speakers:

Click the Co-hosts or Speakers button.

Search for the participants name or email address.
Click Done.

Using Meeting Features (For Host and Co-hosts)

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

Inviting Users

Click the Invite icon in the toolbar.
Click Invite Users in the menu list.
Select the user from the list of suggestions or search for the user in the search bar.
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:

Click Participants in the toolbar

In the participants panel that appears, click the More Options icon.
Choose between Make Host and Make Co-host.

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

Recording Meetings

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

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:

Click Participants in the toolbar.
In the participants panel that appears, click the More Options icon.
Select the desired option.

Ending the Meeting

To end an ongoing meeting:

Click End on the meeting toolbar.
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:

Click Leave on the meeting toolbar.
In the pop-up that opens, select the participant you want to assign as the host.
Click Assign and Leave.

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