Using a Poly Trio as a Zoom Room Controller

When used in conjunction with a Zoom Room, the Poly Trio can act as a speakerphone and controller at the same time, using the device as both when connected to the Zoom Room. It is possible to start a screen share, join a Zoom meeting, start an instant meeting and start a phone call from Poly Trio in a few simple steps once the device is set up.

The following topics are covered in this article:

  • How to use the basic controls
  • How to use the meeting controls
  • How to join a meeting
  • How to start a presentation
  • How to use directory assistance
  • How to access the room controller settings

Requirements for using a Poly Trio as a Zoom Room Controller

  • A license for Zoom Rooms is required
  • Devices with Poly Trio technology

How to use the basic controls

On the controller, you can view all meetings scheduled for today and tap the Start button when the meeting is scheduled to start. In addition, you can also benefit from the following advantages:

  • Meet now: You can now start a meeting immediately.
  • Join: To join a meeting, you must enter the meeting ID.
  • Phone: This feature allows you to call a phone number if it has been activated.
  • Presentation: First, start a local screen share in the same room.
  • Settings: You can access the settings by tapping the gear icon which is located at the top right of the screen.

An orange notification will also appear if an upcoming meeting starts within ten minutes of enabling upcoming meeting notifications to let you know the meeting is about to start. It’s possible to start a meeting by tapping Start, or close it by tapping Dismiss to return to the usual room controls.

How to use the meeting controls

  • Mute/Unmute Microphone: You can either mute or unmute the microphone in the room.
  • Start/Stop Video: Allows you to start and stop the video camera in the room.
  • Share Content or Camera: Selecting this option will give you instructions on how to share content from your laptop or mobile device.
  • Camera Control: You can change the settings or presets of your PTZ camera.
  • More: Use the additional controls to access even more features and controls.
    • Manage Participants / Participants: The meeting participants can be viewed by clicking on the link below. Controls are available to the host so that he or she can manage attendees if that is their role.
    • Invite: You can invite people using contact forms, email, phone calls, or a room system.
    • Switch Camera: It can switch to a secondary camera when the primary one is not working.
    • Change View: There are a number of layout options to choose from when it comes to your video ad.
      • Speaker: The active speaker’s video is displayed on the screen.
      • Thumbnail: The currently active speaker’s video is displayed on the screen. Below the active speaker are thumbnails of all other attendees who attended the event.
      • Gallery: A grid layout allows you to view all participants at once.
    • Settings: If you have a room passcode, you can access the room’s settings.

How to join a meeting

Joining a meeting using meeting ID or personal link name is as easy as following these steps:

  1. Click the Join button.
  2. You can find the meeting ID in the meeting details. If you want to enter a name for your personal link, you can also tap Show keyboard.
  3. Click the Join button.

How to start a presentation

A screen can be shared within a room by following these steps:

  1. Choose Presentation from the menu.
  2. To share a computer screen, follow the onscreen instructions. If you are using iPad, iPhone or Mac, just tap iPhone/iPad/Mac to see iOS device instructions.
  3. You can also:
    • Stop Sharing: When you want to stop sharing, just tap the Stop Sharing control on the panel.
    • Telephone: You have the option of calling a specific telephone number if it is activated.
    • Start Meeting: Zoom meetings can be started by tapping the Start Meeting button on the Zoom Meeting screen.

How to use directory assistance

  1. Tap the phone icon.
  2. Select the country you want to call to by tapping the flag icon.
  3. Enter the phone number in the space provided.
  4. You need to tap the phone icon to make a call.

How to access the room controller settings

You can access the room settings at any time by tapping the gear icon in the upper-right corner of your screen, either when you are not in a meeting, or when you are in a meeting by tapping the More tab and then tapping the option Tap Settings.

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