I haven't tried to gdoc-ize any of this yet, I think better in text. It's more in the class of "Hybrid PREP manual" rather than "operations"... ===== Zoom setup/pre-execution Buy as many licenses as needed, which turns on "pro" status make sure payment-method isn't going to go sour once charges appear license per "track" + social, unless back-to-back session layout Also buy sufficient recording cloud-storage if needed Need a handful of working email addresses / aliases in a domain a G-suite under a domain is convenient or any other controllable mailserver setup Member/Admin users do NOT need to be in the same domain! Make Zoom-user addrs point to a common distrib list then fan that out to account-admins, so everybody sees all email Under master Zoom login, "add user" to invite each sub-user address in Answer the links to join users to the infrastructure & create logins keep password structure simple, except for admin-level users Temporarily admin users cannot detach their accounts until non-admin Group all the intended "runtime" users Manage settings via the group, "lock" the critical stuff locking helps force the settings to genuinely propagate, I think Make sure to set: Co-hosts Group HD video Either account-admin or separate group-admin can handle most of that Assign licenses and optionally, webinar add-ons Move each session-runner user from "basic" to "licensed" Add webinar if relevant Each user can run one session at a time, e.g. a "track" or "half-track" Admin users [incl. master account!] don't need licenses, unless they will need to run sessions too [or talk to Zoom support, grrr] Try to kill forced 2FA across master account: go to "advanced -> security" and down a ways, "one-time passcode auth" likely defaults to ON, turn it OFF, esp. if sharing user accounts Log into each user under incognito, handle "2fa" via emailed code if needed Admin can manage users individually via Zoom portal login, but an actual fresh user login from someplace often triggers "check for a code" Remember that in portal, left-sidebar upper profile/settings/meetings etc is only for that one user that's logged in! sub-user config is accessed from the "users" list, or groups Where should run-times log in and start sessions from, and by who? remote or in-room tech option : have to divulge runtime passwords Be prepared to handle further unexpected 2FA on-site and provide codes Hopefully "new" login locations or "new" machines won't trigger it NOC-host option with co-hosting from there : needs coordination/joining NOC monitor-only option If 3rd-party streaming, in-room stream source MUST be logged into the user NOC can still have special joinlinks for monitoring NOC boxes shouldn't be logged into Zoom at all, just join Tech comms backend group text [Discord, keybase, some other near-realtime chat] voice/video channel on separate device [potential brain overload / babble] Plan how event tracks run meeting, webinar, or other streaming? depends somewhat on desired level of attendee interactivity chat etc can be on alternate platform, if people are willing to flip apps Recurring meetings can start & stop at will, incl. practice runs Recurring/anytime cannot have Zoom-based registration Set up sessions Single meeting/webinar, or separate, at what granularity? We've been commonly doing per-track per-day Single over whole event has more risk from "bombing" but any info leak can bring that on regardless One-way streaming mitigates risk, albeit more "isolating" for viewers Webinars: "practice session" for panelist setup at beginning or not? Generate stream-keys for external service if needed Are streamkeys reusable or one-shot? service-dependent Generate access links for panelists/participants, attendees/viewers Webinar special "panelist" links CAN be generic and shared Add links to event database, whatever that consists of Send join info and checklists to panelists, in whatever form Timed session "release", or whole schedule's worth visible to attendees? Recording settings [this can spawn its share of debates] Decide on per-session segments or one all-day monster per track