Set up the Zoom integration (if your team uses Zoom)

<aside> 💡 If you are using Zoom, this step will require assistance from a Zoom Admin. If you're using Google Meet, the Google Workspace integration will generate conference links automatically. Check out this guide for more information on using the Zoom integration.

</aside>

Ashby's Zoom integration allows you to add Zoom links when scheduling interviews from within Ashby. For setup, you only need to enable the integration in Ashby, we'll come back to review the rest later.

Section Overview:

https://www.loom.com/share/93b80b3b413d4565a812a940c104a8fe

Enable the integration in Ashby

As an admin user, navigate to Admin→Integrations→Zoom, then click Add to Zoom. You'll be prompted to login via SSO using Zoom Admin credentials.

After successfully completing the authentication process, the page will display a message confirming that you have successfully installed the integration

Adding a Zoom link to an interview panel

<aside> 💡 This section covers adding a Zoom link to an interview you schedule manually. You can make an interview default to Zoom by adding it to a schedule template.

</aside>

After you've set up the integration, you'll now have an available option to select a Zoom as the location type when you are scheduling an interview.

When you select Zoom as your Location Type, you'll be required to select a Host as well.

Uninstalling the integration

To uninstall Ashby from your Zoom instance you'll need to login to Zoom, then navigate to the Zoom App Marketplace. Click Manage→Installed Apps or search for the Ashby app. Click the Ashby app, then Uninstall.

Additional notes

We recommend creating a separate Zoom account that acts as an interview room. The advantage of this is interviewers don’t need to switch to a new Zoom link between interviews. We suggest making this a paid account to avoid any issues with time limits, but you can set this up with a basic account as well.
If you'd like to enable screen sharing, but no member of the meeting is the host, you'll need to make sure that the Host Account's Setting enable All Participants to share. You can update this setting by going to the Host Account's profile and going to Settings -> In Meeting (Basic)