Getting Started with Coresee!

Overview

This guide will walk you through the key steps to get up and running with Coresee - from creating your account to customizing your meeting rooms and hosting your first session.

By the end of this guide, you’ll know how to:

• Set up and manage your Coresee account
• Create and configure rooms
• Host meetings and manage participants
• Share media
• Customize room appearance

Let’s get started!

Create a Coresee Account

You can sign up by visiting https://app.coresee.com in your browser, or by downloading our native application. 

To Sign Up:

• Click Sign Up
• Enter the following details:
  • Email Address
  • Your Name
  • Password (must include): Minimum of 8 characters of which one lowercase letter, one uppercase letter, one number, one special character
  • Agree to the Privacy Policy and Terms of Service
  • Click Sign Up to create your account.

You’ve created your Coresee account!

If you already have an account, enter your credentials in the Sign In section.

Set Up Your Profile

To personalize your account, navigate to your User Profile, accessible from the homepage by clicking your avatar in the upper right corner. 

• Upload a profile picture (optional).
• Under Account Settings, double-click your Name and Title to edit

Create Your First Room

A Coresee room is not only where you can have meetings, but also a persistent workspace for media and collaboration.

The Homepage is your access point for both your created meeting rooms and those you're invited to. Your meetings are displayed with room cards, where you can access and/or adjust information for each room.

To Create a Room:

• Click the Create Room button

• Enter the name of your room and click Create

• A new room card will appear on your Homepage

To Customize a Room:

Click the room card to open the Control Panel on the right.

Participant Tab
Add participants and assign roles. Critical for Private Rooms!

Media Tab
Upload and organize media content.

Recording Tab
View and manage all room recordings.

Settings Tab

Configure how participants access and experience your room. You’ll also find key room information here, including the room name, description, and shareable link for easy distribution.

• Enter Room on Mute: All participants will join the room with their microphones muted by default.
• Host Required: The room can only be accessed if a host is present. Without a host, participants will remain in the Lobby.
  
• Login Required: Only users with a Coresee account can join the room.
• Private Room: Only invited users can enter.

Once your room is configured: 

• Copy the room link from the Settings tab to share
• Click Join on the room card to enter!

The Lobby

Before entering a room, you’ll land in the Lobby - a space to adjust your video and audio settings.

• Buttons to enable/disable your camera, microphone, and speaker.
• Open the dropdown next to each input to modify device selection.
• Enter your name and title.

Click Join when you’re ready!

Welcome to Your Coresee Room!

Control Panel

The Control Panel is designed to give Hosts full control over their room. With a wide range of options, you can add media and files, adjust the room layout, tailor participant settings, and much more to create the right experience for every session.

Participants

Manage everyone in the session — invite, admit, mute, control cameras, and set roles. 

• Invite participants by email or dial-out by phone
• Mute or disable microphones and cameras, individually or room-wide
• Show or hide participants from the room layout
• Promote participants to co-host, reorder, or remove them
• Admit or deny participants from the lobby when Host Control Admission is enabled

For a full breakdown of participant controls and permissions, see the Participants tab article.

Appearance

Control how the room looks during a session. 

• Choose a room layout 
• Set a separate presentation layout for when content is being shared
• Adjust tile spacing, aspect ratio, and what's displayed on each participant's tile
• Apply a custom background, logo, and welcome screen (branding is a licensed feature)

For a full breakdown, see the Appearance tab article.

Media Files

Your room's media library. Upload, organise, and present assets directly to the room. 

• Upload files or entire folders
• Organise assets into folders and playlists
• Present a file to share it to all participants' views in real time
• Open an asset's detail page to view metadata, comments, and annotations

Add Content

To add content, open the Files Menu. From there, you can:

• Upload individual files or entire folders.

• Link online media, such as YouTube videos.

Folder Management

Stay organized by creating new folders to categorize and manage your content effectively.

Selecting Content

• Single Selection: Click on an asset's thumbnail.

• Multiple Selection: macOS: Cmd + Click / Windows: Ctrl + Click

Asset Actions

Right-click on an asset (or open the Files Menu when multiple assets are selected) to access the following options:

• Download, Rename, or Remove

• Move to Folder

• Add to Playlist

• Present to Room

Presenting Content

To present, simply drag and drop a thumbnail directly onto the experience area. You can present up to 16 assets simultaneously!

Viewing Asset Details

Double-click a thumbnail to open its details panel. Here, you will find:

• File Information: Technical specs and metadata.

• Annotations: Currently only available for video files.

• Playback Settings: Customization options for how the media displays.

Streaming Tab

• Set video resolution, frame rate, and bitrate for your broadcast output
• Configure inbound feeds — incoming streams brought into the room as a media source
• Configure outbound feeds — send the room's output to an external platform 

Recording Tab

Start recordings, configure what gets captured, and access all past recordings for the room. Only the host can start or stop a recording.

• Start and stop recordings during an active session
• Enable Main Room Recording to capture the full view
• Enable ISO Recording to capture each participant's feed separately 
• Download, rename, delete, and share links to past recordings

For a full breakdown, see the Recording tab article.

Settings Tab

View room info and manage access controls. Host and co-host only for all editable fields.

• View and copy the room's meeting link, Room ID, and dial-in details
• Control how participants enter — muted, hidden, or held in a lobby
• Require a Coresee account to join, or make the room private
• Set a room expiration date, , or close the room for all
• Configure screen share quality settings

You're now ready to confidently host rooms on Coresee!

Need additional support?

Our support team is available to assist you with any questions or concerns you may have. Feel free to reach out by emailing us at help@coresee.com