Initiating and Participating in Audio and Video Meetings in Trident (macOS)

Initiating and Participating in Audio and Video Meetings in Trident (macOS)

In this article, we will learn how to initiate audio and video meetings and explore the different features available during the meeting.

Note: This article explores initiating and participating in 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 chatbox header.

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

  4. Click the default name to rename the meeting title.

  5. Click Start




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.
  3. Before initiating or joining a video meeting, you can review the video preview to ensure everything is properly set up.

Choosing Audio or Video Devices 

To choose the camera, microphone, and speaker device:

  1. Click open the drop-down list from the selected device to view all the available devices.

  2. Select the desired device.  



Using Meeting Features  (For Host, Co-host, and Participants)   

The following features are available for the host, co-host, and participants. If you are unable to view or access any of these features, please reach out to the meeting host directly.

Muting or Unmuting Audio

To mute or unmute your audio, click the Microphone  icon present in the toolbar.


Previewing Your Video

You can preview your video privately to view how your video feed will look once you switch on your camera. Privately previewing your video allows you to check your device camera and your surroundings to ensure everything is properly set up. To preview your video privately:
  1. Hover over the Camera   icon present in the toolbar.

  2. Click the arrow next to the camera icon.

  3. In the pop-up that appears, view your video feed privately. 



Starting and Ending Screen-Share   

To share your screen with other participants in a meeting:

  1. Click the Screen Share  icon.

  2. In the Choose Screen to Share window, select the entire screen or a window and click Share.



To end screen-share in a meeting:

  1. Click the Stop Screen Share   icon present in the toolbar.




Notes:
  1. From the screen-share toolbar, you can click Disable Cursor to hide your cursor while screen-sharing.
  1. You can annotate the shared screen. Learn more about annotation options here

 Changing Audio Device    

  1. Hover over the Microphone  icon in the toolbar.

  1. Click the arrow which appears next to the microphone.

  2. Choose the desired Microphone and Speaker device from the available options.



Viewing Participants   

To view those who are participating in the meeting, click Participants in the toolbar. It will list the hosts, co-hosts, and participants, as well as those who are yet to join the meeting. You can use the Search Bar to look up participants. 

Sending Messages    

To initiate chat while in the meeting, click Chat in the toolbar. This will open the group or channel in which you initiated the meeting, and all of your conversations will be recorded in the respective chats. 


Leaving the Meeting    

To leave the meeting:

  1. Click the Leave  icon present in the toolbar.


Using Meeting Features (For Host and Co-host)    

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.

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. 


Spotlighting Participants

You can choose to spotlight certain participants in a meeting so that they remain in focus. To spotlight a participant:

  1. Click Participants in the toolbar.

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

  3. Select Set Spotlight



Removing Spotlight on Participants

To spotlight a participant:

  1. Click Participants in the toolbar.

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

  3. Select Remove Spotlight.


NotesNote: You can also remove the spotlight on participants from the app menubar. Go to the app menubar and click Spotlight then Disable Spotlight. To remove the spotlight from specific participants, click the Close icon next to the participant's name. 



 Managing Participant Controls

Bulk  Controls   

While in a meeting, the host and co-host have the option to:

  • Mute all of the participants

  • Ask all of the participants to unmute

  • Ring all of the users who are yet to join the meeting

To mute or unmute all participants:

  1. Click Participants in the toolbar.

  2. In the participants panel that appears, choose between Mute All and Unmute All.


To ring all of the users who are yet to join the meeting:

  1. Click Ring All in the Yet to Join section.



Individual Controls     

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

Unmute Participant

Unmutes the participant who is on mute.

Restrict Unmute

Restricts the participant from unmuting themselves.

Make Host

Assigns the participant as the host of the meeting.

Make Co-host

Assigns the participant as a co-host of the meeting.

Set Spotlight

Spotlights the participant and hides all the other participant thumbnails.

 

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. 

Customizing Call Layout    

You can choose to customize the toolbar, hide the participant names, manage device settings, or edit participant permissions.

Thumbnail Views   

You can choose between multiple call layouts to suit your preferences during a meeting. To customize the layout, click the View icon in the app menubar.

The following is a list of the available viewing options:
Options
Reference
 Gallery

 Active Speaker


Configuring Meeting Settings 

To configure meeting settings:

  1. Click Settings in the toolbar.

  2. Customize the toolbar, choose to hide the participant names, turn off incoming videos, and choose aspect ratio.


Participant's Name   

Click the Display Participant's Name option in the Settings pop-up to show the names on the tiles always. Click Hide Participant's Name to show the names only on hover. 


Customizing Toolbar

To customize the toolbar:

  1. Click Settings in the toolbar.

  1. Click Customize Toolbar from the menu list.

  2. In the Customize Toolbar menu that opens, set your preferences: 

Toolbar Layout
Options
Reference
 Mode

  1. Fixed

  2. Float


 Position
  • Top

  • Bottom

  • Left

  • Right



 Icon
  • Icons Only

  • Icon and Labels




 AV control alignment
  • Left

  • Center

  • Right



Changing  Aspect Ratio

To customize the aspect ratio of the participant thumbnails:

  1. Click Settings in the toolbar.

  2. Click Choose Aspect Ratio from the menu list.

  3. Select your preference from the given options.


Modes
Reference
 Theatre

 Standard

 Dynamic Ratio

Joining a Meeting  

You will receive a call invitation when you are added to a meeting or when a call is initiated from a group or channel in which you are a participant.

You can view the call invitation from:
Cliq Homepage




Groups and Channels

Threads



Note: You will also receive a meeting invitation via the Taz bot whenever you're added to an ongoing meeting. 


When the App is Locked
You can join a meeting from your desktop in audio-only mode when Trident is locked. However, if you need to view or share your video and screen, you will need to unlock the app. 


Transferring Calls to Other Devices

If you've attended the meeting through the Cliq web application or from a mobile device (via the Cliq mobile app), you can seamlessly transfer the call to Trident. To do so:

  1. Go to Trident.

  1. Click Join in the meeting invitation that appears on your homescreen.

  2. Select Handoff to This Device.



Screen Sharing From Other Devices  

If you've attended the meeting through the Cliq web application and are sharing your screen, you can transfer the screen share call to Trident. To do so:

  1. Go to Trident.

  1. Click Join in the call invitation that appears on your homescreen.

  1. Select Share Your Screen.

  1. Choose to share your window or your display.

  2. Click Share.



NotesNote: You can directly hand off your call and initiate screen sharing, even if you are already sharing your screen in the web or mobile application.

 

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