Customizing Visitor Management location directory

Account owners and admins can use a unified visitor location management section on the web portal to manage Visitor Management at the account level. Through visitor management, account owners and admins can set up visitor management settings and invitations within the admin web portal.

Learn more about enabling Visitor Management for the account.

This article covers:

• How to access Visitor Management
  • Create a location directory
  • Manage structure settings in the location directory
  • Add a structure in the location directory
  • Allow visitors at a location
• How to edit a location directory
• How to use additional actions
  
  • Edit a structure type
  • Use bulk actions
• How to directly select hierarchy levels
  
  • Access account-level settings in the location directory
  • Access hierarchy-level settings in the location directory

Prerequisites for using Visitor Management

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

How to access Visitor Management

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.

How to customize a visitor management location directory

Customize your visitor management environment by creating a hierarchical system layout. Depending on the size of your organization, you can specify the top of the hierarchy by choosing Country/Region, State, City, Campus, Building, or Floor. 

Create a location directory

1. Access Visitor Management.
2. Click + Add Location.
   An Add Location Directory pop-up window will appear.
3. In the pop-up window, customize your visitor management environment by creating a hierarchical system layout and choosing the locations you need for your organization.
   As you choose locations in the pop-up window’s left pane, see the preview of the structure in the right pane.
4. Click Finish when your structure appears correctly.
   The Visitor Management tab will display a new directory pane, as well as a set of tabs for Country/Region, State, City, Campus, Building, or Floor.

Manage structure settings in the location directory

1. Add a location directory.
2. In the location directory navigation menu, click the structure type you want to manage.
3. Click the structure type’s Settings tab.
4. Make any changes that you want at the entire structure level.
5. Repeat steps 2-4 to continue modifying structures for each location in your hierarchy.

Add a structure in the location directory

1. Access the location directory that you’ve added.
2. In the location directory navigation menu, click All Locations, then click the tab with the structure type (Country/Region, State, City, Campus, Building, or Floor) you want to add.
3. In the top-right corner, click the + Add button to add another structure.
4. Enter information for the Name.
5. (Optional) Enter information for the Description (Optional).
6. Under Select a Location, select the location where you want your structure.
7. Click Save & Add Another to add more structures.
8. Click Finish when you are done adding location levels.

Allow visitors at a location

Account owners and admins can allow visitors at a location by activating that location. When admins enable this setting at the location level, users will be able to invite visitors to the location.

Visitor Management locations can only be activated at the campus, building, or floor levels. Learn more about allowing visitors at a location.

How to edit a location directory

1. Access Visitor Management.
2. At the top of the location directory navigation menu, click Edit.
   A pop-up window will appear.
3. In the window, specify the top of the hierarchy by choosing Country/Region, State, City, Campus, Building, or Floor:
   1. Under Select the location, select or deselect the checkboxes.
   2. Under What your location structure will look like, preview the hierarchical structure.
4. Click Save.
   Note: When you remove some location hierarchies, all the locations at that level will be deleted, and the locations under it will be re-assigned to the higher location hierarchy. This action cannot be reversed.
5. If a verification dialog appears, click Confirm.

How to use additional actions

Edit a structure type

1. Access Visitor Management.
2. In the location directory navigation menu, click All Locations, then click the tab with the structure type (Country/Region, State, City, Campus, Building, or Floor) you want to manage.
   You can also click a location level that you want to manage in the location directory navigation menu, then click the tab with the structure type that you want to manage.
3. To the right of the listed structure type, click Edit.
4. Edit the structure type and its settings/information.

Use bulk actions

1. Access Visitor Management.
2. In the location directory navigation menu, click All Locations, then click the tab with the structure type (Country/Region, State, City, Campus, Building, or Floor) you want to manage.
   You can also click a location level that you want to manage in the location directory navigation menu, then click the tab with the structure type that you want to manage.
3. To the left of the listed structure types, select one or multiple checkboxes of the structures you want to remove.
   To the left of the Name column, select the top checkbox to select all checkboxes.
4. At the top of the page, click a bulk action:
   • Assign to: Assign the selected structures to another location in the location directory.
   • Delete: Remove multiple selected structures. If a verification dialog appears, click Confirm.
     Note: You cannot delete a hierarchical level if you need to remove the locations below this hierarchy.

How to directly select hierarchy levels

Access account-level settings in the location directory

1. Access Visitor Management.
2. In the location directory navigation menu, click All Locations.
3. At the top of the page, click Account Settings.
   You will be directed to the account settings page.

Access hierarchy-level settings in the location directory

1. Access Visitor Management.
2. Access the hierarchy level you want to manage (country/region, state, city, campus, building, or floor).
3. Click Settings for that location (Country/Region Settings, State Settings, City Settings, Campus Settings, Building Settings, or Floor Settings).
   You will be directed to the Settings page of that hierarchy level.