Enabling auto-deletion of meeting summaries

Admins and users can choose to have their meeting summaries automatically deleted after a set number of days. This can be set and locked by admins at the account and group levels, or set by individual users in their own settings.

This article covers:

• How to enable meeting summary auto-deletion
  • Account
  • Group
  • User

Prerequisites for enabling meeting summary auto-deletion

• A Zoom Workplace Pro, Zoom Workplace Pro Plus, Zoom Workplace Business, Zoom Workplace Business Plus, Zoom Workplace Enterprise, Zoom Workplace Enterprise Plus, or Enterprise Bundle account
  Note: AI Companion may not be available for select verticals and select regional customers.
  • Meeting Summary is available to customers with an active BAA. Learn more about AI Companion feature availability.
• Account owner, admin privileges, or any custom role that has access to modify Account Settings
• Meeting Summary feature enabled

How to enable meeting summary auto-deletion

Account

To enable or disable Auto-delete meeting summaries for all users in the account:

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the AI Companion tab.
4. Under Meeting, click the Auto-delete meeting summaries toggle to enable or disable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
6. Next to Specify a time range (days), enter the number of days you want meeting summaries to be available before they are automatically deleted.
7. Click Save to confirm the change.
8. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Group

To enable or disable Auto-delete meeting summaries for a group of users:

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the AI Companion tab.
5. Under Meeting, click the Auto-delete meeting summaries toggle to enable or disable it.
6. If a verification dialog displays, click Enable or Disable to verify the change.
7. Next to Specify a time range (days), enter the number of days you want meeting summaries to be available before they are automatically deleted. Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
8. Click Save to confirm the change.
9. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.

User

To enable or disable Auto-delete meeting summaries for your own use:

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Settings.
3. Click the AI Companion tab.
4. Under Meeting, click the Auto-delete meeting summaries toggle to enable or disable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at either the group or account level. You need to contact your Zoom admin.
6. Next to Specify a time range (days), enter the number of days you want meeting summaries to be available before they are automatically deleted.
7. Click Save to confirm the change.