Conduct Video Conference
If the Collaboration Server (Node.js) and the SignalR Server are configured in the Service Manager, you can start or join video conferences.
Start Video Conference
To start a video conference, first create a chat. All employees assigned to this chat receive an invitation, which they can accept or decline.
Video conferences can be started in the Messenger or in the Explorer via the context menu of an element by selecting the command Start Chat. In the Start chat dialog, click the Video conference button.
If reviews, requirements, and activities have assigned employees or employee groups, you can use the Start Chat command to select Start Chat with User in addition to Start Chat with Creator.
- Open Messenger and highlight a chat.
- Click the video camera on the right side.
Alternatively, you can select the Video conference command from the chat’s context menu.
A dialog opens where you specify whether to join the video conference with video and audio.
- Select both options and click OK.
Join Video Conference
Users can only participate in one video conference at a time. If a participant receives an invitation to another video conference during one they are already attending, they must end the one they are currently in if they wish to join the new one. If the invitation is accepted without the user ending the one they are currently in, a message will appear in the output informing them that they are already in an ongoing video conference.
If a video conference was started and a participant was not in the project at that time, he can join the video conference if he selects the chat and clicks Video conference via the context menu. You can recognize a running video conference by the camera in the chat.
If the participants are already logged in to the project, a pop-up dialog appears, where they can decide whether or not they want to participate in the video conference. By default, the options for Activate microphone and Activate camera options are pre-selected.
- Click Join.
Once the video conference begins, you will have the following available controls:
Share screen
- If you want to share your screen with other users, click on the control on the left-hand side, as displayed below:
In the window that opens, specify what you want to share. To share a full view of your screen, select Your entire screen. However, if you only want to share an open program, go to the Application window and select your desired application. If the video conference is being held over the web client, go to the [Browser] tab and select which tab you want to share from the list.
- Decide what you want to share with other participants.
- Then click Share.
- When you want to stop sharing your screen or an application, click once again on the control on the left-hand side:
Leave Video Conference
If you want to leave or end a video conference, click on the rightmost button as displayed below:









