Understanding Visitor Management location hierarchy

If your organization includes a variety of locations, the account owner or admin can organize a hierarchical structure to manage them more effectively. Depending on the needs of your organization, you can specify a location that includes its Country/Region, City, Campus, Building, and Floor.

This article covers:

Prerequisites for using Visitor Management location hierarchy

How to design a hierarchical structure

An account owner can design a hierarchy to define the locations of all visitor management spaces. The account owner or designated administrators can also configure different settings at each level of this hierarchy.

How to understand the inheritance of settings

If you do not change the settings for any intermediate levels in the hierarchy, all floors inherit the account settings. This works well for a small number of floors managed by a single person.

For example, say that the value of the Reservation Questionnaire setting at the account level is for all floors. But suppose admins want users at BuildingA to receive different questions upon reservation. You could individually configure the Reservation Questionnaire for BuildingA. Alternatively, though, you could configure the Questionnaires one time by changing its settings at the Building level. Each floor in the building would then automatically inherit this change.

In this example, the administrator would edit the settings for BuildingA and configure the Questionnaires at the account level. Both FloorA1 and FloorA2, as well as all 4 floors in BuildingA, inherit the updated Questionnaire. The 4 floors in BuildingB would continue to use the account-level Questionnaire.

How to create a Visitor Management hierarchy

Only the account owner can create the initial hierarchy. After the hierarchy is established, Visitor Management administrators can modify it. Account owners and admins can use a unified location management section on the web portal to manage Visitor Management at the account level and create a location directory.

Learn more about creating a Visitor Management location directory.

How to directly select hierarchy levels

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Workspaces Management then Visitor Management.
  3. Access the hierarchy level you want to manage (country/region, state, city, campus, building, or floor).
  4. Click Settings for that location (Country/Region Settings, State Settings, City Settings, Campus SettingsBuilding Settings, or Floor Settings).
    You will be directed to the Settings page of that hierarchy level.