Account owners and admins can use a unified location management section on the web portal to manage Workspace Reservation and Zoom Rooms at the account level. This centralized location management section has the same interface in each product section but is filtered for that specific product. The Workspace Reservation section only displays Workspace Reservation-relevant data in the location hierarchy under that section of the web portal.

Additionally, the account owner or admin can control other users and roles in Location Management through role management.

This article covers:

• How to customize a location directory
  • Create a location directory
  • Manage structure settings in the location directory
  • Add a structure in the location directory
• How to edit a location directory
• How to use additional actions
• How to use bulk actions
• How to access account settings in the location directory
  • Access the Account Profile in the location directory
  • Access the hierarchal profile in the location directory
• How to directly select hierarchy levels
  • Access account-level settings in the location directory
  • Access hierarchy-level settings in the location directory

Prerequisites for customizing centralized location management

• Either a Zoom Workspace Reservation subscription, Zoom Rooms subscription, or Zoom Common Area Phone subscription
• Account owner, admin privileges, or any custom roles with Location Management permission
  Note: Enabling Workspaces or Zoom Rooms edit access will enable Location Management edit access by default.

How to customize a location directory

Customize your Zoom environment by creating a hierarchical system layout.

Create a location directory

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Location Management.
3. Click + Add Location.
   An Add Location Directory pop-up window will appear.
4. In the pop-up window, customize your Workspaces environment by creating a hierarchical system layout and choose 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.
5. Click Save when your structure appears correctly.
   The Workspaces Management tab will display a new Workspaces directory pane, as well as a set of tabs for Country, 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. Under Basic, change the structure type’s Name by clicking the pencil icon .
5. Under Basic, make any changes that you want at the entire structure level.
6. Repeat steps 1-5 to continue adding and modifying structures to 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, State, City, Campus, Building, or Floor) that 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.

How to edit a location directory

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Location Management.
3. At the top of the location directory navigation menu, click Edit.
   A pop-up window will appear.
4. In the window, specify the top of the hierarchy by choosing Country, 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.
5. 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.
6. If a verification dialog appears, click Confirm.

How to use additional actions

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Location Management.
3. In the location directory navigation menu, click All Locations then click the tab with the structure type (Country, State, City, Campus, Building, or Floor) that 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.
4. To the right of the listed structure type, click the ellipsis , then select from the following actions:
   • Edit: Edit the structure type and its information.
   • Delete: Remove the structure type from the location directory. If a verification dialog appears, click Delete to confirm.

How to use bulk actions

Note: You cannot use bulk actions on workspaces.

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Location Management.
3. In the location directory navigation menu, click All Locations then click the tab with the structure type (Country, State, City, Campus, Building, or Floor) that 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.
4. To the left of the listed structure types, select multiple checkboxes.
   To the left of the Name column, select the top checkbox to select all checkboxes.
5. 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, workspaces, or rooms below this hierarchy.

How to access hierarchy profiles in the location directory

Access the Account Profile in the location directory

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Location Management.
3. In the location directory navigation menu, click All Locations.
4. On the Location Management page, click the ellipsis , then click Account Profile.
5. Under Basic, manage the Location Admin by adding the email addresses of administrators who can manage the current location.

Access the hierarchal profile in the location directory

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Location Management.
3. In the location directory navigation menu, click All Locations then click the tab with the structure type (Country, State, City, Campus, Building, or Floor) that 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.
4. Click the Profile tab.
5. Under Basic, manage the following settings:
   • Country/State/City/Campus/Building/Floor Name: Enter or edit the name of the hierarchal level, then click Save.
   • Description: Enter or edit a brief description about the hierarchal level.
   • Location Admin: Enter the email addresses of administrators who can manage the current location.

How to directly select hierarchy levels

Access account-level settings in the location directory

1. Access Workspaces 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 Workspaces Management.
2. Access the hierarchy level you want to manage (building, floor, or workspace).
3. Click Settings for that location or workspace (Building Settings, Floor Settings, Desk/Room Settings).
4. At the top of the page, click the hierarchy button  to view the Workspaces hierarchy.
5. Select the hierarchy level (location or workspace level) you want to access.
   You will be directed to the Settings page of that hierarchy level.