Getting started

1. Install from the Zoom Marketplace

Click Add on the RollCall Live listing and approve the requested permissions. You'll be redirected straight to your private board.

2. Save your access codes

On first install the board shows your view code and admin code — one time only, so save them somewhere safe. Share the view code with anyone who should see the board (clerks, scrutineers); keep the admin code to yourself. The screen also shows which Zoom account the board was installed for — if it isn't yours, close the page.

2b. Sharing the board with someone else

The quickest way to give a clerk or scrutineer access is the Copy view link button on the board. It copies a link that opens the board already unlocked, so nobody has to type a code. Treat it like the code itself — anyone with the link can watch the roll call, so send it directly to the people who should see it, not to a public channel. The code travels in the part of the URL browsers never send to a server, and disappears from the address bar the moment the page opens.

3. Open your board

Your board lives at the link shown after install (rollcall.live/b/<your-account>). Bookmark it. Anyone opening it is asked for the view code.

4. Upload the roster CSV

Upload a CSV with names, emails, and roles (Voter / Observer / Guest) — plus any extra columns you care about, like Region or Chapter. See the roster guide for the format.

5. Start your Zoom meeting

Start the meeting on the Zoom account that installed the app. Participants appear on the board within seconds of joining and are classified against your roster automatically — no button pressing needed. (On Zoom Business+ plans, admins also get a Sync from Zoom button to pull in anyone who joined before tracking started.)

6. Set quorum and review categories

Click the quorum tile and enter the required threshold — the board counts live and records the exact moment quorum is reached. Before attendance-sensitive agenda items, review voters, observers, guests, and unmatched participants; unmatched names can be fixed in two clicks.

7. Freeze the roll and export

When you need a definitive record of who was present at a specific moment, click Freeze roll to capture it. After the meeting, export the attendance log, per-person durations, or frozen rolls as CSV for your meeting file.