Set up RollCall Live for your first Zoom meeting

Before you start

Want to see how it works first? Try a sample meeting with fictional people — nothing is sent to Zoom.

Use the Zoom account that will host the meeting. Have a roster ready as a CSV with a header row: Name, Email, Role. Check that RollCall's headcount-based quorum rules fit your meeting.

1. Connect Zoom

Open RollCall on Zoom Marketplace, sign in to the intended account, and review the permissions. Zoom may ask you to approve sign-in on another device.

Users on the same Zoom account share one RollCall board. If a colleague already set it up, installing again does not create a second board — ask them for access.

2. Save access to your board

Confirm the installing identity and save the board link, view code and admin code. The view code lets someone see the board; the admin code changes the roster and meeting settings, so keep it private. If the account already has a board, ask its administrator for access.

Setup screen with separate rows and Copy buttons for the board link, view code and admin code — Example with dummy codes.

Changing codes, recovering a lost admin code and sharing view links are covered in Access codes and sharing.

3. Load and check your roster

Upload your CSV. Review how columns were interpreted. Set roles and eligibility, then record proxies or ballots where your rules allow them. Open the CSV guide for formats and examples.

4. Test before the meeting

Set the quorum target and start a small Zoom test meeting. Check that people appear and match the roster. Review unmatched names. Emails may be unavailable, so use clear display names and confirm suggestions. Identifying your members explains the options.

5. Record and export

During the meeting, review the count and freeze the roll when needed. The board updates as people join and leave; someone who drops out is held for about 10 seconds in case they reconnect.

Afterwards, use Attendance log → Meeting pack to download the record. Save it within the 30-day retention period.

Attendance log panel with the Meeting pack button and individual CSV exports — Example meeting with fictional data.

RollCall reports the count against the target you set; the chair determines whether quorum requirements are met. Quorum and proxy rules vary by jurisdiction and governing documents. This is general information, not legal advice.