1. What the integration does
The Global CFO client portal uses Zoom to provide scheduled video appointments inside the authenticated portal. Clients can request and join video appointments, cancel their own appointments, leave a meeting, and use Zoom's in-meeting controls. Authorized Global CFO staff can schedule, start, repair, and end hosted meetings.
The portal does not collect your Zoom credentials or ask you to authorize access to a personal Zoom account. Global CFO centrally manages the Zoom account connection used to create meetings. Meeting audio and video connect directly between your browser and Zoom and do not pass through the portal's application server or database.
2. Prerequisites
- an active Global CFO client portal account or authorized staff account;
- access to the email address associated with that account;
- access to an upcoming Video appointment assigned to you, unless you are authorized staff;
- a current browser with JavaScript and cookies enabled;
- a stable internet connection; and
- browser permission to use a microphone or camera when those features are needed.
The standalone Zoom desktop application is not required because the meeting is embedded in the browser. The portal does not require you to link a personal Zoom account, although Zoom may apply additional authentication requirements based on the host account's policies.
3. Adding the app
- From the Global CFO listing in the Zoom App Marketplace, select Visit Site to Add. You can also open the Global CFO Zoom landing page directly.
- Sign in with your existing portal account, or create an account if you are eligible.
- Complete email confirmation, the security check, and multi-factor authentication if it is enabled for your account.
- Open Appointments. No separate Zoom authorization screen or personal Zoom account connection is required for portal participants.
If you cannot sign in or reach Appointments, see the troubleshooting section or contact support.
4. Using the app: request a Zoom video appointment
- Sign in to the portal and open Appointments.
- Under Request a new appointment, choose the service type.
- Select Video as the meeting type.
- Select your preferred date and time and add any non-sensitive preparation notes.
- Select Submit request.
The portal normally creates the Zoom meeting automatically. If the appointment displays Zoom setup pending, the request is saved but the meeting is not ready to join. Wait for Global CFO staff to complete setup or contact support if the status remains.
The request form interprets the selected date and time using your browser or device's local timezone. Contact support if the time shown in a notification differs from the time shown under Upcoming in the portal.
5. Join and use a meeting
- Sign in to the portal and open Appointments.
- Find the scheduled video appointment under Upcoming.
- Select Join in portal, then select Join meeting.
- Allow microphone or camera access if your browser asks and you want to use them.
- If placed in the waiting room, wait for an authorized Global CFO host to admit you.
- Use the embedded Zoom controls for your microphone, camera, and meeting participation.
- Select Leave when you are finished.
Only authorized Global CFO staff and administrators receive host access. Hosts select Start meeting and may use End for all. The portal has automatic Zoom recording disabled and does not collect or retain meeting audio, video, transcripts, or in-meeting chat.
6. Staff and administrator hosting
- Open Appointments & Zoom in the staff portal.
- Select the client, service, Video meeting type, date, time, and any appropriate notes, then schedule the session.
- If provisioning is pending, select Retry Zoom after confirming the appointment details.
- Open the appointment and select Start meeting to join as the authorized host.
- Select End for all to end the meeting for every participant and mark the appointment ended.
If host joining fails and the repair option is displayed, authorized staff may select Create replacement & retry. This creates a replacement Zoom meeting and attempts to delete the stale meeting.
7. Leave, end, cancel, or replace an appointment
- Leave removes only the current participant from the meeting.
- End for all is available only to authorized staff and ends the meeting for every participant.
- Cancel deletes the scheduled Zoom meeting and marks the portal appointment cancelled.
- Direct rescheduling is not currently available. Cancel the existing appointment and request or schedule a replacement.
- Sign in and open Appointments.
- Find the appointment under Upcoming.
- Select the cancel control marked with an X.
- Confirm that you want to cancel the appointment.
Cancelling changes the portal appointment status and deletes the scheduled meeting from Zoom. The cancelled appointment record and its existing Zoom meeting metadata may remain in the portal under the retention practices described in the Privacy Policy.
8. Removing the app or stopping Zoom use
Portal participants normally do not install an OAuth connection to their personal Zoom account. If the Global CFO app appears in your Zoom account's added apps, remove it using Zoom's standard process:
- Sign in to the Zoom App Marketplace.
- Select Manage, then Added Apps.
- Find and select the Global CFO app.
- Select Remove, optionally choose a reason, and confirm removal.
Removing the Marketplace app does not cancel scheduled portal appointments, close your Global CFO portal account, or automatically delete records held by Global CFO. To stop using Zoom for a future appointment, cancel the video appointment or request a phone or in-person appointment. To close your portal account or request deletion of eligible data, contact support.
Global CFO does not persist Zoom OAuth access tokens, Meeting SDK signatures, or host authorization tokens. Appointment and Zoom meeting metadata may be retained when needed for legal, accounting, security, dispute-resolution, or professional recordkeeping obligations. See the Privacy Policy for details.
9. Troubleshooting
I cannot sign in
Confirm that you are using the email address associated with your portal account. Use the password-reset option on the sign-in page, complete the security check, and enter your six-digit authenticator code if multi-factor authentication is enabled.
“Join in portal” is not displayed
Confirm that the meeting type is Video and the appointment is upcoming. If you see “Zoom setup pending,” Global CFO staff must finish provisioning the meeting.
The meeting does not join
Refresh the page, sign in again, and retry from Appointments. A cancelled, completed, or ended appointment cannot be joined. If the error continues, contact support with the appointment title, scheduled time, and displayed error message.
My microphone or camera does not work
Check the browser's site permissions and confirm that the correct device is selected in the embedded Zoom controls. Close other applications that may be using the device, then reload the meeting page.
I am waiting for the host
The waiting room is enabled and joining before the host is disabled. Remain on the meeting page until the authorized Global CFO host starts the meeting and admits you.
Zoom setup remains pending
The appointment request is saved, but a Zoom meeting has not been attached. Authorized staff can use Retry Zoom. If provisioning or host joining continues to fail, staff may use the replacement-meeting option when it is offered.
I did not receive a notification email
Check your spam or junk folder and confirm your portal email address. The Appointments page is the authoritative view of your appointment status; contact support if the appointment is missing or incorrect.
10. Privacy and security summary
The portal sends Zoom the configured host identifier, meeting topic, scheduled date and time, duration, timezone, and meeting settings. At join time, Zoom receives the authorized participant's display name and email address plus the meeting credentials and short-lived authorization required for that meeting.
The portal stores the meeting number, meeting password, host identifier, and creation timestamp with the protected appointment record. Access is limited according to portal roles and appointment ownership. For the complete disclosure, read the Privacy Policy.
11. Contact support
Visit the support page for support hours, response times, contact channels, and instructions on what to include with a request.