Changing Visitor Location Management web portal settings

Admin-level and location settings on the admin Visitor Management web portal allow account owners and admins to change settings for users at different levels. You can also lock settings on or off to prevent users from changing them.

Account owners and admins can use the Visitor Management section on the Zoom web portal to change their Visitor Management settings in one place.

This article covers:

• How to access Visitor Management web portal settings
  • Understand the Invitation Settings web portal settings
    • Basic
    • Brand
    • Questionnaire
    • Documentation Signature File
    • Notes
  • Understand the User Access web portal settings
    • Basic

Prerequisites for changing Visitor Management web portal settings

• Pro, Business, Education, or Enterprise account
• Account owner or admin privileges
• Visitor Management license

How to access Visitor Management web portal settings

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. Use location hierarchy to access the hierarchy level you want to enable this setting for (country/region, state, city, campus, building, or floor).
4. Click Settings for that location (Country/Region Settings, State Settings, City Settings, Campus Settings, Building Settings, or Floor Settings) to enable it for the location.
   You can also click Account Settings to change the setting for the entire account.
5. Find the setting that you want to change.

Understand the Invitation Settings web portal settings

Basic

• (A) Enable Visitor Management for the account: When enabled, licensed users will have Visitor Management access.
• (B) Allow visitors at this location: When enabled, users will be able to invite visitors to this location.
• Add site information: To enable "Allow visitors", you must enter information in all required fields.
• Required visitor information in invitations: Select the information that is required from visitors in invitations.
• Allow users to manually check in the visitors they invited: When enabled, users can manually check in their invited visitors.

Brand

• Logo: Add a logo. The logo will be displayed on the invitation emails and registration page.
• Brand Color: Select the company/organization color and display it in the visitor registration email banner and button.

Questionnaire

• Visitor Questionnaire: Set custom registration questions for your visitors.

Documentation Signature File

• Document Signature File: Select files to display when the visitor registers for the invitation.
• Document Agreement: Upload a PDF or enter text to display in your invitation. Up to 5 document agreements are supported per invitation.
• Insert Privacy Statement: Enter information for your privacy statement. Your organization's privacy statement will be included in the invitation to the visitor.

Badge

• Required visitor information on Badge: Select and preview the required information that visitors will have on their badge.
• Allow users to be able to print badges for their visitors: Enable this setting to allow users to print badges for their visitors.

Notes

• Note (A): These settings are only for admin account-level settings (Account Settings).
• Note (B): These settings are only for the campus, building, or floor level(s).

Understand the User Access web portal settings

Basic

• Designate groups or users to be able to invite visitors on this location: Click the toggle to enable or disable it. When enabled, you can designate specific groups or users to be allowed to invite visitors at the location level.