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<!DOCTYPE html> <html lang='en' > <head> <meta charset="UTF-8" /> <title>Moving to Zulip | Zulip help center</title> <link id="favicon" rel="icon" href="https://static.zulipchat.com/static/images/favicon.svg?v=4" /> <link rel="alternate icon" href="https://static.zulipchat.com/static/images/favicon.png?v=4" /> <meta name="viewport" content="width=device-width, initial-scale=1.0" />  <meta name="description" content="Welcome to Zulip! This page will guide you through the process of transitioning your organization to Zulip. It assumes that you have completed your initial evaluation of Zulip, decided whether to use Zulip Cloud or self-host, and are ready to introduce Zulip to your organization. | The following steps are described in more detail below: | Each organization is unique, but we hope these common practices will help you think through the transition process in your own context. | You can create a new Zulip Cloud organization in less than two minutes. Setting up a self-hosted server will take a bit longer, but is easy to do with Zulip's robust installer." />  <meta property="og:url" content="https://zulipchat.com/help/moving-to-zulip" /> <meta property="og:type" content="website" /> <meta property="og:site_name" content="Zulip" /> <meta property="og:title" content="Moving to Zulip | Zulip help center" /> <meta property="og:description" content="Welcome to Zulip! This page will guide you through the process of transitioning your organization to Zulip. It assumes that you have completed your initial evaluation of Zulip, decided whether to use Zulip Cloud or self-host, and are ready to introduce Zulip to your organization. | The following steps are described in more detail below: | Each organization is unique, but we hope these common practices will help you think through the transition process in your own context. | You can create a new Zulip Cloud organization in less than two minutes. Setting up a self-hosted server will take a bit longer, but is easy to do with Zulip's robust installer." /> <meta property="og:image" content="https://static.zulipchat.com/static/images/logo/zulip-icon-128x128.png" /> <meta name="twitter:card" content="summary" /> <script id="sentry-params" type="text/json">{"dsn":"https://26bb474451d946d6892d649ac54c3182@o48127.ingest.sentry.io/4504556882821120","environment":"production","realm_key":"www","sample_rate":1.0,"server_version":"10.0-119-g111c1357ad","trace_rate":0}</script> <script src="https://static.zulipchat.com/static/webpack-bundles/2449.944de03eb5e5da034cd6.js" defer crossorigin="anonymous" ></script> <link href="https://static.zulipchat.com/static/webpack-bundles/2037.f2f30a92cfcd4ad3856e.css" rel="stylesheet" /> <script src="https://static.zulipchat.com/static/webpack-bundles/2037.b43fc5e8afcd5cefa42e.js" defer crossorigin="anonymous" ></script> <script 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</head> <body> <div class="portico-container help"> <div class="portico-wrap"> <div class="header portico-header"> <div class="header-main" id="top_navbar"> <a id="skip-navigation" href="#main-content">Skip to main content</a> <div class="float-left"> <div class="brand logo"> <a href="https://zulipchat.com/"> <svg class="brand-logo" role="img" aria-label="Zulip" xmlns="http://www.w3.org/2000/svg" viewBox="68.96 55.62 1742.12 450.43" height="25"> <path fill="hsl(0, 0%, 27%)" d="M473.09 122.97c0 22.69-10.19 42.85-25.72 55.08L296.61 312.69c-2.8 2.4-6.44-1.47-4.42-4.7l55.3-110.72c1.55-3.1-.46-6.91-3.64-6.91H129.36c-33.22 0-60.4-30.32-60.4-67.37 0-37.06 27.18-67.37 60.4-67.37h283.33c33.22-.02 60.4 30.3 60.4 67.35zM129.36 506.05h283.33c33.22 0 60.4-30.32 60.4-67.37 0-37.06-27.18-67.37-60.4-67.37H198.2c-3.18 0-5.19-3.81-3.64-6.91l55.3-110.72c2.02-3.23-1.62-7.1-4.42-4.7L94.68 383.6c-15.53 12.22-25.72 32.39-25.72 55.08 0 37.05 27.18 67.37 60.4 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</div> </div> </div> <div class="app portico-page"> <div class="app-main portico-page-container"> <div class="app help terms-page inline-block help-center"> <div class="sidebar"> <div class="content"> <h1><a href="https://zulip.com" class="no-underline">Zulip homepage</a></h1> <h1><a class="no-underline" href="/help/">Help center home</a></h1><h2>Guides</h2> <ul> <li><a href="/help/getting-started-with-zulip">Getting started with Zulip</a></li> <li><a href="https://blog.zulip.com/2024/11/04/choosing-a-team-chat-app/">Choosing a team chat app</a></li> <li><a href="https://zulip.com/why-zulip/">Why Zulip</a></li> <li><a href="/help/trying-out-zulip">Trying out Zulip</a></li> <li><a href="/help/zulip-cloud-or-self-hosting">Zulip Cloud or self-hosting?</a></li> <li><a href="/help/moving-to-zulip" class=" highlighted">Moving to Zulip</a></li> <li><a href="/help/moderating-open-organizations">Moderating open organizations</a></li> <li><a href="/help/setting-up-zulip-for-a-class">Setting up Zulip for a class</a></li> <li><a href="/help/using-zulip-for-a-class">Using Zulip for a class</a></li> <li><a href="/help/using-zulip-via-email">Using Zulip via email</a></li> </ul> <h2>Getting started</h2> <ul> <li><a href="/help/join-a-zulip-organization">Joining an organization</a></li> <li><a href="/help/set-up-your-account">Set up your account</a></li> <li><a href="/help/introduction-to-topics">Introduction to topics</a></li> <li><a href="/help/introduction-to-topics#how-to-start-a-new-topic">Starting a new topic</a></li> <li><a href="/help/finding-a-conversation-to-read">Finding a conversation to read</a></li> <li><a href="/help/reading-conversations">Reading conversations</a></li> <li><a href="/help/starting-a-new-direct-message">Starting a new direct message</a></li> <li><a href="/help/replying-to-messages">Replying to messages</a></li> <li><a href="/help/messaging-tips">Messaging tips & tricks</a></li> <li><a href="/help/keyboard-shortcuts">Keyboard shortcuts</a></li> </ul> <h2>Setting up your organization</h2> <ul> <li><a href="/help/migrating-from-other-chat-tools">Migrating from other chat tools</a></li> <li><a href="/help/create-your-organization-profile">Create your organization profile</a></li> <li><a href="/help/create-user-groups">Create user groups</a></li> <li><a href="/help/customize-organization-settings">Customize organization settings</a></li> <li><a href="/help/create-channels">Create channels</a></li> <li><a href="/help/customize-settings-for-new-users">Customize settings for new users</a></li> <li><a href="/help/invite-users-to-join">Invite users to join</a></li> <li><a href="/help/set-up-integrations">Set up integrations</a></li> </ul> <h2>Account basics</h2> <ul> <li><a href="/help/edit-your-profile">Edit your profile</a></li> <li><a href="/help/change-your-name">Change your name</a></li> <li><a href="/help/change-your-email-address">Change your email address</a></li> <li><a href="/help/change-your-profile-picture">Change your profile picture</a></li> <li><a href="/help/change-your-password">Change your password</a></li> <li><a href="/help/configure-email-visibility">Configure email visibility</a></li> <li><a href="/help/logging-in">Logging in</a></li> <li><a href="/help/logging-out">Logging out</a></li> <li><a href="/help/switching-between-organizations">Switching between organizations</a></li> <li><a href="/help/import-your-settings">Import your settings</a></li> <li><a href="/help/review-your-settings">Review your settings</a></li> <li><a href="/help/deactivate-your-account">Deactivate your account</a></li> </ul> <h2>Preferences</h2> <ul> <li><a href="/help/dark-theme">Dark theme</a></li> <li><a href="/help/font-size">Font size</a></li> <li><a href="/help/line-spacing">Line spacing</a></li> <li><a href="/help/configure-send-message-keys">Configure send message keys</a></li> <li><a href="/help/change-your-language">Change your language</a></li> <li><a href="/help/change-your-timezone">Change your time zone</a></li> <li><a href="/help/change-the-time-format">Change the time format</a></li> <li><a href="/help/configure-emoticon-translations">Configure emoticon translations</a></li> <li><a href="/help/configure-home-view">Configure home view</a></li> <li><a href="/help/enable-full-width-display">Enable full width display</a></li> <li><a href="/help/manage-your-uploaded-files">Manage your uploaded files</a></li> </ul> <h2>Writing messages</h2> <ul> <li><a href="/help/format-your-message-using-markdown">Message formatting</a></li> <li><a href="/help/mention-a-user-or-group">Mention a user or group</a></li> <li><a href="/help/link-to-a-message-or-conversation">Link to a channel, topic, or message</a></li> <li><a href="/help/format-a-quote">Format a quote</a></li> <li><a href="/help/quote-or-forward-a-message">Quote or forward a message</a></li> <li><a href="/help/emoji-and-emoticons">Emoji and emoticons</a></li> <li><a href="/help/insert-a-link">Insert a link</a></li> <li><a href="/help/saved-snippets">Saved snippets</a></li> <li><a href="/help/share-and-upload-files">Share and upload files</a></li> <li><a href="/help/animated-gifs-from-giphy">Animated GIFs</a></li> <li><a href="/help/text-emphasis">Text emphasis</a></li> <li><a href="/help/paragraph-and-section-formatting">Paragraph and section formatting</a></li> <li><a href="/help/bulleted-lists">Bulleted lists</a></li> <li><a href="/help/numbered-lists">Numbered lists</a></li> <li><a href="/help/tables">Tables</a></li> <li><a href="/help/code-blocks">Code blocks</a></li> <li><a href="/help/latex">LaTeX</a></li> <li><a href="/help/spoilers">Spoilers</a></li> <li><a href="/help/me-action-messages">/me action messages</a></li> <li><a href="/help/create-a-poll">Polls</a></li> <li><a href="/help/collaborative-to-do-lists">Collaborative to-do lists</a></li> <li><a href="/help/global-times">Global times</a></li> <li><a href="/help/start-a-call">Start a call</a></li> </ul> <h2>Sending messages</h2> <ul> <li><a href="/help/open-the-compose-box">Open the compose box</a></li> <li><a href="/help/mastering-the-compose-box">Mastering the compose box</a></li> <li><a href="/help/resize-the-compose-box">Resize the compose box</a></li> <li><a href="/help/typing-notifications">Typing notifications</a></li> <li><a href="/help/preview-your-message-before-sending">Preview messages before sending</a></li> <li><a href="/help/verify-your-message-was-successfully-sent">Verify a message was sent</a></li> <li><a href="/help/edit-a-message">Edit a message</a></li> <li><a href="/help/delete-a-message">Delete a message</a></li> <li><a href="/help/view-and-edit-your-message-drafts">Draft messages</a></li> <li><a href="/help/schedule-a-message">Schedule a message</a></li> <li><a href="/help/message-a-channel-by-email">Message a channel by email</a></li> </ul> <h2>Reading messages</h2> <ul> <li><a href="/help/reading-strategies">Reading strategies</a></li> <li><a href="/help/inbox">Inbox</a></li> <li><a href="/help/recent-conversations">Recent conversations</a></li> <li><a href="/help/combined-feed">Combined feed</a></li> <li><a href="/help/channel-feed">Channel feed</a></li> <li><a href="/help/left-sidebar">Left sidebar</a></li> <li><a href="/help/message-actions">Message actions</a></li> <li><a href="/help/marking-messages-as-read">Marking messages as read</a></li> <li><a href="/help/marking-messages-as-unread">Marking messages as unread</a></li> <li><a href="/help/configure-unread-message-counters">Configure unread message counters</a></li> <li><a href="/help/emoji-reactions">Emoji reactions</a></li> <li><a href="/help/view-your-mentions">View your mentions</a></li> <li><a href="/help/star-a-message">Star a message</a></li> <li><a href="/help/view-images-and-videos">View images and videos</a></li> <li><a href="/help/view-messages-sent-by-a-user">View messages sent by a user</a></li> <li><a href="/help/link-to-a-message-or-conversation">Link to a message or conversation</a></li> <li><a href="/help/search-for-messages">Searching for messages</a></li> <li><a href="/help/printing-messages">Printing messages</a></li> <li><a href="/help/view-the-markdown-source-of-a-message">View message Markdown source</a></li> <li><a href="/help/view-the-exact-time-a-message-was-sent">View when message was sent</a></li> <li><a href="/help/view-a-messages-edit-history">View a message's edit history</a></li> <li><a href="/help/collapse-a-message">Collapse a message</a></li> <li><a href="/help/read-receipts">Read receipts</a></li> </ul> <h2>People</h2> <ul> <li><a href="/help/introduction-to-users">Introduction to users</a></li> <li><a href="/help/user-list">User list</a></li> <li><a href="/help/status-and-availability">Status and availability</a></li> <li><a href="/help/user-cards">User cards</a></li> <li><a href="/help/view-someones-profile">View someone's profile</a></li> <li><a href="/help/direct-messages">Direct messages</a></li> <li><a href="/help/find-administrators">Find administrators</a></li> </ul> <h2>Groups</h2> <ul> <li><a href="/help/user-groups">User groups</a></li> <li><a href="/help/view-group-members">View group members</a></li> </ul> <h2>Channels</h2> <ul> <li><a href="/help/introduction-to-channels">Introduction to channels</a></li> <li><a href="/help/introduction-to-channels#browse-and-subscribe-to-channels">Subscribe to a channel</a></li> <li><a href="/help/create-a-channel">Create a channel</a></li> <li><a href="/help/pin-a-channel">Pin a channel</a></li> <li><a href="/help/change-the-color-of-a-channel">Change the color of a channel</a></li> <li><a href="/help/unsubscribe-from-a-channel">Unsubscribe from a channel</a></li> <li><a href="/help/manage-inactive-channels">Manage inactive channels</a></li> <li><a href="/help/move-content-to-another-channel">Move content to another channel</a></li> <li><a href="/help/view-channel-information">View channel information</a></li> <li><a href="/help/view-channel-subscribers">View channel subscribers</a></li> </ul> <h2>Topics</h2> <ul> <li><a href="/help/introduction-to-topics">Introduction to topics</a></li> <li><a href="/help/rename-a-topic">Rename a topic</a></li> <li><a href="/help/resolve-a-topic">Resolve a topic</a></li> <li><a href="/help/move-content-to-another-topic">Move content to another topic</a></li> <li><a href="/help/general-chat-topic">“<em>General chat</em>” topic</a></li> <li><a href="/help/delete-a-topic">Delete a topic</a></li> </ul> <h2>Notifications</h2> <ul> <li><a href="/help/channel-notifications">Channel notifications</a></li> <li><a href="/help/topic-notifications">Topic notifications</a></li> <li><a href="/help/follow-a-topic">Follow a topic</a></li> <li><a href="/help/dm-mention-alert-notifications">DMs, mentions, and alerts</a></li> <li><a href="/help/mute-a-channel">Mute or unmute a channel</a></li> <li><a href="/help/mute-a-topic">Mute or unmute a topic</a></li> <li><a href="/help/mute-a-user">Mute a user</a></li> <li><a href="/help/email-notifications">Email notifications</a></li> <li><a href="/help/desktop-notifications">Desktop notifications</a></li> <li><a href="/help/mobile-notifications">Mobile notifications</a></li> <li><a href="/help/do-not-disturb">Do not disturb</a></li> </ul> <h2>Apps</h2> <ul> <li><a href="https://zulip.com/apps/">Download apps for every platform</a></li> <li><a href="/help/desktop-app-install-guide">Desktop installation guides</a></li> <li><a href="/help/supported-browsers">Supported browsers</a></li> <li><a href="/help/configure-how-links-open">Configure how links open</a></li> <li><a href="/help/connect-through-a-proxy">Connect through a proxy</a></li> <li><a href="/help/custom-certificates">Use a custom certificate</a></li> </ul> <h1>Zulip administration</h1> <h2>Organization profile</h2> <ul> <li><a href="/help/organization-type">Organization type</a></li> <li><a href="/help/communities-directory">Communities directory</a></li> <li><a href="/help/linking-to-zulip">Linking to your organization</a></li> <li><a href="/help/change-organization-url">Change organization URL</a></li> <li><a href="/help/deactivate-your-organization">Deactivate your organization</a></li> </ul> <h2>Import an organization</h2> <ul> <li><a href="/help/import-from-mattermost">Import from Mattermost</a></li> <li><a href="/help/import-from-slack">Import from Slack</a></li> <li><a href="/help/import-from-rocketchat">Import from Rocket.Chat</a></li> <li><a href="/help/export-your-organization">Export your organization</a></li> </ul> <h2>Account creation and authentication</h2> <ul> <li><a href="/help/configure-default-new-user-settings">Configure default new user settings</a></li> <li><a href="/help/custom-profile-fields">Custom profile fields</a></li> <li><a href="/help/invite-new-users">Invite new users</a></li> <li><a href="/help/restrict-account-creation">Restrict account creation</a></li> <li><a href="/help/configure-authentication-methods">Configure authentication methods</a></li> <li><a href="/help/saml-authentication">SAML authentication</a></li> <li><a href="/help/scim">SCIM provisioning</a></li> </ul> <h2>User management</h2> <ul> <li><a href="/help/manage-a-user">Manage a user</a></li> <li><a href="/help/deactivate-or-reactivate-a-user">Deactivate or reactivate a user</a></li> <li><a href="/help/change-a-users-name">Change a user's name</a></li> <li><a href="/help/manage-user-channel-subscriptions">Manage a user's channel subscriptions</a></li> <li><a href="/help/manage-user-group-membership">Manage a user's group membership</a></li> </ul> <h2>Channel management</h2> <ul> <li><a href="/help/create-a-channel">Create a channel</a></li> <li><a href="/help/channel-permissions#private-channels">Private channels</a></li> <li><a href="/help/channel-permissions#public-channels">Public channels</a></li> <li><a href="/help/public-access-option">Public access option</a></li> <li><a href="/help/channel-permissions">Channel permissions</a></li> <li><a href="/help/channel-posting-policy">Channel posting policy</a></li> <li><a href="/help/configure-who-can-administer-a-channel">Configure who can administer a channel</a></li> <li><a href="/help/configure-who-can-create-channels">Restrict channel creation</a></li> <li><a href="/help/configure-who-can-subscribe">Configure who can subscribe</a></li> <li><a href="/help/configure-who-can-invite-to-channels">Configure who can subscribe others</a></li> <li><a href="/help/configure-who-can-unsubscribe-others">Configure who can unsubscribe anyone</a></li> <li><a href="/help/subscribe-users-to-a-channel">Subscribe users to a channel</a></li> <li><a href="/help/unsubscribe-users-from-a-channel">Unsubscribe users from a channel</a></li> <li><a href="/help/set-default-channels-for-new-users">Set default channels for new users</a></li> <li><a href="/help/rename-a-channel">Rename a channel</a></li> <li><a href="/help/change-the-channel-description">Change a channel's description</a></li> <li><a href="/help/pin-information">Pin information</a></li> <li><a href="/help/change-the-privacy-of-a-channel">Change the privacy of a channel</a></li> <li><a href="/help/archive-a-channel">Delete or archive a channel</a></li> </ul> <h2>Permissions management</h2> <ul> <li><a href="/help/manage-permissions">Manage permissions</a></li> <li><a href="/help/manage-user-groups">Manage user groups</a></li> <li><a href="/help/deactivate-a-user-group">Deactivate a user group</a></li> <li><a href="/help/user-roles">User roles</a></li> <li><a href="/help/guest-users">Guest users</a></li> <li><a href="/help/restrict-direct-messages">Restrict direct messages</a></li> <li><a href="/help/restrict-wildcard-mentions">Restrict wildcard mentions</a></li> <li><a href="/help/restrict-message-editing-and-deletion">Restrict message editing</a></li> <li><a href="/help/restrict-message-edit-history-access">Restrict message edit history access</a></li> <li><a href="/help/restrict-moving-messages">Restrict moving messages</a></li> <li><a href="/help/restrict-resolving-topics">Restrict resolving topics</a></li> <li><a href="/help/restrict-name-and-email-changes">Restrict name and email changes</a></li> <li><a href="/help/restrict-profile-picture-changes">Restrict profile picture changes</a></li> <li><a href="/help/restrict-permissions-of-new-members">Restrict permissions of new members</a></li> </ul> <h2>Organization settings</h2> <ul> <li><a href="/help/configure-organization-language">Configure organization language</a></li> <li><a href="/help/custom-emoji">Custom emoji</a></li> <li><a href="/help/configure-call-provider">Configure call provider</a></li> <li><a href="/help/add-a-custom-linkifier">Add a custom linkifier</a></li> <li><a href="/help/require-topics">Require topics in channel messages</a></li> <li><a href="/help/image-video-and-website-previews">Image, video and website previews</a></li> <li><a href="/help/hide-message-content-in-emails">Hide message content in emails</a></li> <li><a href="/help/message-retention-policy">Message retention policy</a></li> <li><a href="/help/digest-emails">Weekly digest emails</a></li> <li><a href="/help/disable-welcome-emails">Disable welcome emails</a></li> <li><a href="/help/configure-automated-notices">Configure automated notices</a></li> <li><a href="/help/configure-multi-language-search">Configure multi-language search</a></li> <li><a href="/help/analytics">Usage statistics</a></li> </ul> <h2>Bots & integrations</h2> <ul> <li><a href="/help/bots-overview">Bots overview</a></li> <li><a href="/help/integrations-overview">Integrations overview</a></li> <li><a href="/help/add-a-bot-or-integration">Add a bot or integration</a></li> <li><a href="/help/generate-integration-url">Generate integration URL</a></li> <li><a href="/help/manage-a-bot">Manage a bot</a></li> <li><a href="/help/deactivate-or-reactivate-a-bot">Deactivate or reactivate a bot</a></li> <li><a href="/help/request-an-integration">Request an integration</a></li> <li><a href="/help/restrict-bot-creation">Restrict bot creation</a></li> <li><a href="/help/view-your-bots">View your bots</a></li> <li><a href="/help/view-all-bots-in-your-organization">View all bots in your organization</a></li> </ul> <h2>Support</h2> <ul> <li><a href="/help/view-zulip-version">View Zulip version</a></li> <li><a href="/help/zulip-cloud-billing">Zulip Cloud billing</a></li> <li><a href="/help/self-hosted-billing">Self-hosted billing</a></li> <li><a href="/help/gdpr-compliance">GDPR compliance</a></li> <li><a href="/help/move-to-zulip-cloud">Move to Zulip Cloud</a></li> <li><a href="/help/support-zulip-project">Support the Zulip project</a></li> <li><a href="/help/linking-to-zulip-website">Linking to the Zulip website</a></li> <li><a href="/help/contact-support">Contact support</a></li> </ul> <h1 class="home-link"><a href="/" class="no-underline">Back to Zulip</a></h1> </div> </div> <svg height="32px" class="hamburger" style="enable-background:new 0 0 32 32;" version="1.1" viewBox="0 0 32 32" width="32px" xml:space="preserve" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink"> <path d="M4,10h24c1.104,0,2-0.896,2-2s-0.896-2-2-2H4C2.896,6,2,6.896,2,8S2.896,10,4,10z M28,14H4c-1.104,0-2,0.896-2,2 s0.896,2,2,2h24c1.104,0,2-0.896,2-2S29.104,14,28,14z M28,22H4c-1.104,0-2,0.896-2,2s0.896,2,2,2h24c1.104,0,2-0.896,2-2 S29.104,22,28,22z"></path> </svg> <div class="markdown"> <div class="content" id="main-content"> <h1 id="moving-to-zulip">Moving to Zulip</h1> <p>Welcome to Zulip! This page will guide you through the process of transitioning your organization to Zulip. It assumes that you have <a href="/help/trying-out-zulip">completed your initial evaluation</a> of Zulip, decided <a href="/help/zulip-cloud-or-self-hosting">whether to use Zulip Cloud or self-host</a>, and are ready to introduce Zulip to your organization.</p> <p>The following steps are described in more detail below:</p> <p><div class="tabbed-section no-tabs" markdown="1"> <ul class="nav"> <li data-tab-key="instructions-for-all-platforms" tabindex="0">Instructions for all platforms</li> </ul> <div class="blocks"> <div class="tab-content" data-tab-key="instructions-for-all-platforms" markdown="1"></p> <ol> <li> <p><a href="#create-your-organization">Create your organization</a>.</p> </li> <li> <p><a href="#sign-up-for-a-plan">Sign up for a plan</a>.</p> </li> <li> <p><a href="#configure-your-organization">Configure your organization</a>.</p> </li> <li> <p><a href="#prepare-users-for-the-transition">Prepare users for the transition</a>.</p> </li> <li> <p><a href="#invite-users-to-join">Invite users to join</a>.</p> </li> <li> <p><a href="#update-your-guidelines">Update your guidelines</a>.</p> </li> </ol> <p></div> </div> </div></p> <p>Each organization is unique, but we hope these common practices will help you think through the transition process in your own context.</p> <h2 id="create-your-organization">Create your organization</h2> <p>You can create a new Zulip Cloud organization in less than two minutes. Setting up a self-hosted server will take a bit longer, but is easy to do with Zulip's <a href="https://zulip.readthedocs.io/en/stable/production/install.html">robust installer</a>.</p> <p>Zulip has import tools for <a href="/help/import-from-slack">Slack</a>, <a href="/help/import-from-mattermost">Mattermost</a> and <a href="/help/import-from-rocketchat">Rocket.Chat</a>. You can import your organization's chat data, including message history, users, channels, and custom emoji. To inquire about importing data from another product, <a href="/help/contact-support">contact Zulip support</a>.</p> <p>Data is imported into Zulip as a new organization, so the best time to import is when your team is about to start using Zulip for day-to-day work. This may be part of your evaluation process, or after you've made the decision to move to Zulip.</p> <p><div class="tabbed-section has-tabs" markdown="1"> <ul class="nav"> <li data-tab-key="new-organizations" tabindex="0">New organizations</li> <li data-tab-key="imported-organizations" tabindex="0">Imported organizations</li> </ul> <div class="blocks"> <div class="tab-content" data-tab-key="new-organizations" markdown="1"></p> <ol> <li> <p>If you plan to self-host, <a href="https://zulip.readthedocs.io/en/stable/production/install.html">set up your Zulip server</a>. You can self-host Zulip directly on Ubuntu or Debian Linux, in <a href="https://github.com/zulip/docker-zulip">Docker</a>, or with prebuilt images for <a href="https://marketplace.digitalocean.com/apps/zulip">Digital Ocean</a> and <a href="https://render.com/docs/deploy-zulip">Render</a>.</p> </li> <li> <p>Create a Zulip organization <a href="https://zulip.com/new/">on Zulip Cloud</a> or <a href="https://zulip.readthedocs.io/en/stable/production/install.html#step-3-create-a-zulip-organization-and-log-in">on your self-hosted server</a>.</p> </li> </ol> <p></div> <div class="tab-content" data-tab-key="imported-organizations" markdown="1"></p> <ol> <li> <p>If you plan to self-host, <a href="https://zulip.readthedocs.io/en/stable/production/install.html">set up your Zulip server</a>. You can self-host Zulip directly on Ubuntu or Debian Linux, in <a href="https://github.com/zulip/docker-zulip">Docker</a>, or with prebuilt images for <a href="https://marketplace.digitalocean.com/apps/zulip">Digital Ocean</a> and <a href="https://render.com/docs/deploy-zulip">Render</a>.</p> </li> <li> <p>To import data, follow the steps in the detailed import guides:</p> <ul> <li><a href="/help/import-from-slack">Import from Slack</a></li> <li><a href="/help/import-from-mattermost">Import from Mattermost</a></li> <li><a href="/help/import-from-rocketchat">Import from Rocket.Chat</a></li> </ul> </li> </ol> <p></div> </div> </div></p> <h2 id="sign-up-for-a-plan">Sign up for a plan</h2> <p>If you require features that are not available on <a href="https://zulip.com/plans/#cloud">Zulip Cloud Free</a> or the <a href="https://zulip.com/plans/#self-hosted">Zulip Free</a> plan for self-hosted organizations, you will need to upgrade your plan.</p> <p><div class="tabbed-section has-tabs" markdown="1"> <ul class="nav"> <li data-tab-key="zulip-cloud" tabindex="0">Zulip Cloud</li> <li data-tab-key="self-hosting" tabindex="0">Self hosting</li> </ul> <div class="blocks"> <div class="tab-content" data-tab-key="zulip-cloud" markdown="1"></p> <ol> <li>Follow the <a href="/help/zulip-cloud-billing#upgrade-to-a-zulip-cloud-standard-or-plus-plan">instructions</a> to upgrade to a Zulip Cloud Standard or Plus plan. If your organization may be <a href="/help/zulip-cloud-billing#free-and-discounted-zulip-cloud-standard">eligible</a> for a free or discounted plan, you can <a href="/help/zulip-cloud-billing#apply-for-sponsorship">apply for sponsorship</a>.</li> </ol> <p></div> <div class="tab-content" data-tab-key="self-hosting" markdown="1"></p> <ol> <li>Follow the <a href="/help/self-hosted-billing#upgrade-to-a-paid-plan">instructions</a> to upgrade to a Zulip Basic or Zulip Business plan. If your organization may be <a href="/help/self-hosted-billing#free-community-plan">eligible</a> for a free or discounted plan, you can <a href="/help/self-hosted-billing#apply-for-community-plan">apply for sponsorship</a>. To inquire about Zulip Enterprise, please reach out to <a href="mailto:sales@zulip.com">sales@zulip.com</a>.</li> </ol> <p></div> </div> </div></p> <h2 id="configure-your-organization">Configure your organization</h2> <p><div class="tabbed-section no-tabs" markdown="1"> <ul class="nav"> <li data-tab-key="instructions-for-all-platforms" tabindex="0">Instructions for all platforms</li> </ul> <div class="blocks"> <div class="tab-content" data-tab-key="instructions-for-all-platforms" markdown="1"></p> <ol> <li> <p><a href="/help/create-your-organization-profile">Create your organization profile</a>, which is displayed on your organization's registration and login pages.</p> </li> <li> <p><a href="/help/create-user-groups">Create user groups</a>, which offer a flexible way to manage permissions.</p> </li> <li> <p>Review <a href="/help/manage-permissions">organization permissions</a>, such as who can invite users, create channels, etc.</p> </li> <li> <p>If your organization uses an issue tracker (e.g., GitHub, Salesforce, Zendesk, Jira, etc.), configure <a href="/help/add-a-custom-linkifier">linkifiers</a> to automatically turn issue numbers (e.g., #2468) into links.</p> </li> <li> <p>Set up <a href="/help/custom-profile-fields">custom profile fields</a>, which make it easy for users to share information, such as their pronouns, job title, or team.</p> </li> <li> <p>Review <a href="/help/configure-default-new-user-settings">default user settings</a>, including language, <a href="/help/configure-email-visibility">default visibility for email addresses</a>, and notification preferences.</p> </li> <li> <p><a href="/help/create-channels">Create channels</a>, unless you've imported channels from another app. Zulip's <a href="/help/introduction-to-topics">topics</a> give each conversation its own space, so one channel per team should be enough to get you started.</p> </li> <li> <p><a href="/help/set-up-integrations">Set up integrations</a> so that your team can experience all their regular workflows inside the Zulip app. Zulip's <a href="https://zulip.com/integrations/doc/slack_incoming">Slack-compatible incoming webhook</a> makes it easy to move your integrations when migrating an organization from Slack to Zulip.</p> </li> </ol> <p></div> </div> </div></p> <h2 id="prepare-users-for-the-transition">Prepare users for the transition</h2> <p><div class="tabbed-section no-tabs" markdown="1"> <ul class="nav"> <li data-tab-key="instructions-for-all-platforms" tabindex="0">Instructions for all platforms</li> </ul> <div class="blocks"> <div class="tab-content" data-tab-key="instructions-for-all-platforms" markdown="1"></p> <ol> <li> <p>Plan how you will introduce users to Zulip. You may want to:</p> <ul> <li>Share Zulip's <a href="/help/getting-started-with-zulip">getting started guide</a>.</li> <li>Prepare a live demo / training session. Consider recording it for future use!</li> </ul> </li> <li> <p>Inform users about the transition, including why you're moving to Zulip, the timeline, and what they'll need to do.</p> </li> </ol> <p></div> </div> </div></p> <h2 id="invite-users-to-join">Invite users to join</h2> <p><div class="tabbed-section has-tabs" markdown="1"> <ul class="nav"> <li data-tab-key="require-invitations" tabindex="0">Require invitations</li> <li data-tab-key="allow-anyone-to-join" tabindex="0">Allow anyone to join</li> <li data-tab-key="imported-organizations" tabindex="0">Imported organizations</li> </ul> <div class="blocks"> <div class="tab-content" data-tab-key="require-invitations" markdown="1"></p> <ol> <li> <p><a href="/help/configure-authentication-methods">Configure allowed authentication methods</a>. Zulip offers a variety of authentication methods, including email/password, Google, GitHub, GitLab, Apple, LDAP and <a href="/help/saml-authentication">SAML</a>. Users can <a href="/help/logging-in">log in</a> with any allowed authentication method, regardless of how they signed up.</p> </li> <li> <p>Invite users by <a href="/help/invite-new-users#send-email-invitations">sending email invitations</a> or sharing a <a href="/help/invite-new-users#create-a-reusable-invitation-link">reusable invitation link</a>.</p> </li> </ol> <p></div> <div class="tab-content" data-tab-key="allow-anyone-to-join" markdown="1"></p> <ol> <li> <p>Allow users to <a href="/help/restrict-account-creation#set-whether-invitations-are-required-to-join">join without an invitation</a>.</p> </li> <li> <p>Configure the appropriate <a href="/help/restrict-account-creation#configuring-email-domain-restrictions">email domain restrictions</a> for your organization.</p> </li> <li> <p>Share a link to your registration page, which is https://organization.zulipchat.com for Zulip Cloud organizations.</p> </li> </ol> <p></div> <div class="tab-content" data-tab-key="imported-organizations" markdown="1"></p> <ol> <li> <p><a href="/help/configure-authentication-methods">Configure allowed authentication methods</a>. Zulip offers a variety of authentication methods, including email/password, Google, GitHub, GitLab, Apple, LDAP and <a href="/help/saml-authentication">SAML</a>. Users can immediately <a href="/help/logging-in">log in</a> with any allowed authentication method that does not require a password.</p> </li> <li> <p>Share a link to your Zulip organization, which is https://organization.zulipchat.com on Zulip Cloud.</p> </li> <li> <p><em>(optional)</em> To log in with an email/password, users will need to set their initial password. You can:</p> <ul> <li> <p>Automatically send password reset emails to all users in your organization. If you imported your organization into Zulip Cloud, simply email <a href="mailto:support@zulip.com">support@zulip.com</a> to request this. Server administrators for self-hosted organizations should follow <a href="/help/import-from-slack#send-password-reset-emails-to-all-users">these instructions</a>.</p> </li> <li> <p>Let users know that they can <a href="/help/change-your-password#if-youve-forgotten-or-never-had-a-password">request a password reset</a> on your organization's login page.</p> </li> </ul> </li> </ol> <p></div> </div> </div></p> <h2 id="update-your-guidelines">Update your guidelines</h2> <p><div class="tabbed-section no-tabs" markdown="1"> <ul class="nav"> <li data-tab-key="instructions-for-all-platforms" tabindex="0">Instructions for all platforms</li> </ul> <div class="blocks"> <div class="tab-content" data-tab-key="instructions-for-all-platforms" markdown="1"></p> <ol> <li> <p>Update any links and login instructions to point to your Zulip organization.</p> </li> <li> <p>Share basic instructions for getting started with Zulip. You can refer users to Zulip's <a href="/help">help center</a>, <a href="/help/getting-started-with-zulip">getting started guide</a>, and any onboarding content you've created.</p> </li> <li> <p>Consider updating your organization's communication policies and best practice recommendations to take advantage of Zulip's organized conversations:</p> <ul> <li> <p>Many organizations find that with Zulip, there’s no longer a reason to use email for internal communications. You get the organization of an email <a href="/help/inbox">inbox</a> together with all the features of a modern chat app, like instant delivery of messages, emoji reactions, typing notifications, @-mentions, and more.</p> </li> <li> <p>Using Zulip, you can discuss complex topics and make decisions with input from all stakeholders, without the overhead of scheduling meeting. Are there standing meetings you might not need?</p> </li> <li> <p>With conversations organized by topic, you can review prior discussions to understand past work, explanations, and decisions — your chat history becomes a knowledge base. Should it be standard practice to link to Zulip conversations from docs, issue trackers, etc. for additional context?</p> </li> </ul> </li> </ol> <p></div> </div> </div></p> <p>Congratulations on making the move! If you have any questions or feedback throughout this process, please <a href="/help/contact-support">reach out</a> to the Zulip team.</p> <h2 id="related-articles">Related articles</h2> <ul> <li><a href="/help/trying-out-zulip">Trying out Zulip</a></li> <li><a href="/help/zulip-cloud-or-self-hosting">Zulip Cloud or self-hosting?</a></li> <li><a href="/help/migrating-from-other-chat-tools">Migrating from other chat tools</a></li> <li><a href="/help/getting-started-with-zulip">Getting started with Zulip</a></li> </ul> <div class="documentation-footer"> <hr /> <p>Your feedback helps us make Zulip better for everyone! Please <a href="/help/contact-support">contact us</a> with questions, suggestions, and feature requests.</p> </div> </div> </div> </div> </div> </div> </div> </div> <div hidden id="page-params" data-params='{"page_type":"default","development_environment":false,"request_language":"en","google_analytics_id":"UA-79921909-3"}'></div> </body> </html>