Using the new groups and settings management experience

In the new groups and settings management experience, Zoom is introducing a better way to manage Groups and Settings by allowing admins to choose which products and settings to associate with a group or deciding to create a group with no setting association at all. In addition, groups can now be ranked in priority order so that admins can easily understand which settings will be applied to users in multiple groups. This priority assignment method replaces the previous method based on a combination of using locked settings, primary groups, and group assignment order used to determine how settings were applied to end-users. Primary groups will still be used for Info Barriers, but no longer for settings prioritization. 

For details on managing user groups and settings for accounts using the original group management experience, visit Managing user groups and settings.

Notes:

• New accounts ( signed up after January 10, 2026 ) will default to the new groups and settings management experience.
• Existing accounts with 0 or 1 group are automatically updated to the new groups management experience.
• For existing accounts with 2 or more groups, learn more about how to migrate to the new groups and settings management experience by referring to the steps below.

Requirements for using the new groups and settings management experience

• Paid Zoom account
• Account owner or admin privileges
• To have this feature enabled, submit a request to Zoom Support

How to migrate to the new groups and settings management experience

To start migrating to the new Groups and Settings experience, account owners and admins are provided with a 4 step migration process.
Note: During the migration steps, you can quit and stay on the original experience at any time by selecting the Quit migration button. If you're satisfied with the migration test results and select Confirm and update in the final step, the update to new groups is permanent and you cannot revert back to the original experience.

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click User Management then Groups.
   A pop up window will appear prompting you to start migration to the new groups and settings management.
   
3. Click Start Migration.
4. Under Select groups to migrate with settings, select the checkboxes of the groups you wish to migrate along with their specific settings.
   Notes:
   • By default, a group without members will not be on the list, a group with the least members will have higher priority than others, groups that haven't changed settings won't be selected.
   • All unselected groups will be migrated without settings and will default to the account settings once the migration is complete.
5. (Optional) Select or deselect the checkboxes for additional groups.
6. (Optional) Click Upload with CSV to use a CSV file for the group migration.
7. Click Next.
8. Under Change orders to adjust setting’s priority, click the arrow up, arrow down, or the ellipsis button to set the group priority.
   
   Notes:
   • This step allows you to change the order of groups to determine their setting’s priority for users across multiple groups.
   • Admins do not need to worry about the order if no user is in multiple groups, as there will be no conflicts in this scenario.
   • The priority is set at the group level and it is applied at a product level. It is applicable only when the same user is in multiple groups with conflicting settings. For example, group A is for managing Meeting settings and group B is for managing Team Chat settings. If group A is set as order 1 (P1) and group B as order 2 (P2), there is no conflict to manage.
   • By default, groups are sorted based on member count, with the least users at the top. Assign a lower number, such as 1, to signify the highest priority group for settings application.
9. Under Test your new priorities setting groups then Choose the data you want to test priorities, choose between:
   • Test certain users from your account - Enter the emails of users you’d like to test
   • Test all groups
10. Click Test priority.
    Note: If conflicts are found, you will be prompted to download the group settings’ CSV file and make the necessary adjustments before you can proceed.
11. (Optional) Click Skip this step.
12. Under Confirm your changes, click Confirm and update.

How to manage user groups and settings

Adding a new group

Groups allow you to turn settings on or off for a group of users in your account. You can also use groups to organize users in the Contacts tab in the Zoom desktop app and mobile app.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Groups.
3. Click Add Group.
4. Enter a name and description for the new group.
5. (Optional) Select the Enable product settings checkbox.
   Note: After enabling this option, you can choose to apply some specific products to the group and configure settings for group members.
6. Click Add.
   This group will now show up in your groups list.
7. Click Configure.
   A pop-up window will appear.
8. In the Choose group settings window, select the settings you want customized for this group. The unselected ones will use the account settings.
9. (Optional) Click AI Companion to expand and configure the individual settings for AI Companion such as:
   • General
   • Data sources
   • Meeting
   • Recording
   • Clips
   • Team Chat
   • Whiteboard
   • Mail & Calendar
   • Hub
   • Docs
   • Tasks
   • Custom AI Companion
10. (Optional) Click Meeting to expand and configure the individual settings for Zoom meetings such as:
    • General
    • Security
    • Schedule Meeting
    • In Meeting (Basic)
    • In Meeting (Advanced)
    • Invitation Email Branding
    • Email Notification
    • Other
11. (Optional) Click Recording & Transcript to expand and configure the individual settings for recording and transcripts such as:
    • General
    • Share
    • Access
    • Notification
    • Data retention
    • Integration
12. (Optional) Click Webinars to expand and configure the individual settings for webinar such as:
    • Security
    • Schedule Webinar
    • In Webinar
    • Branding
    • Emails
    • Registrations
13. (Optional) Click Audio Conferencing to expand and configure the individual settings audio conferencing such as:
    • Toll call
    • Choose where most of the participants call into or call from the meeting
    • 3rd Party Audio
    • Mask phone number in the participant list
    • Global Dial-in Countries/Regions
14. Click Save.

Adding a group admin

You can set group admins to manage the members and settings for that group. The group admin can also see if the group they manage is set as the primary group for users within the group. The group admin does not need to be an account admin or have role permissions to edit user groups.

To a new group

1. After adding a new group, click Add admins.
   A pop-up window will appear.
2. Enter one or more names or email addresses of users that you would like to set as group admins.
3. Click Add.

To an existing group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Groups.
3. Click the name of the group you would like to set admins for.
4. Click Add admins.
5. Enter one or more names or email addresses of users that you would like to set as group admins.
6. Click Add.

Adding members to a group

To a new group

1. After adding a new group, click Add Members.
2. Enter one or more names or email addresses of users that you would like to add to the group
3. Click Add.

To an existing group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Groups.
3. Click the name of the group you would like to add members to.
4. Click + Add Members.
5. Enter one or more names or email addresses of users that you would like to set as group admins.
6. Click Add.

Removing members from a group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Groups.
3. Click the name of the group you would like to remove members from.
4. Select the check box next to the user you wish to remove then click Remove or click the trash bin icon  corresponding to that user.
5. (Optional) Alternatively, click Move to Another Group to instead send them to another existing group.

Setting a user's primary group

Once switched to the new groups and settings experience, the user's primary group will remain unchanged. However, the user's primary group will not be used for deciding the user's feature setting value. Instead, the user's setting value will be determined by the order priority value of the groups in which the user belongs and to which any product settings are assigned.

Primary group is still applicable to Information Barriers policies.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Groups.
3. Click the name of the group the user is a member of.
4. Click the three dots  that correspond to the user you wish to set the primary group for.
5. Click Set as Primary Group.
   Note: The Primary Group defines the user's default settings.
6. Click Save.