Managing visitor types in Visitor Management

Zoom Visitor Management allows account owners and administrators to customize the visitor experience by defining different visitor types. This helps streamline the check-in process and tracking of different types of visitors to your organization, such as employees, guests, clients, partners, or customers.

Requirements for managing visitor types in visitor management

• Zoom Visitor Management subscription
• Account owner or administrator privileges

1. Sign in to the Zoom web portal as an owner or admin.
2. In the navigation menu, click Workspace Management, then Visitor Management.
3. Click the Visitor types and invitations tab.
4. Under Select visitor types, click the pencil  icon.
5. Click the checkbox next to the visitor type you want to enable, then click Save.
   Note: You can choose up to 15 visitor types for hosts to use when managing invitations.
6. (Optional) Click the lock icon to prevent users from changing the settings.

How to create visitor types

Each location can select up to 15 visitor types, meaning admins can create up to 15 visitor types per location. Each category can have specific settings and requirements.

1. Sign in to the Zoom web portal as an owner or admin.
2. To create, delete, or edit visitor types, go to Workspace Management, then Visitor Management.
3. Click Account Settings and click the Visitor types and invitations tab.
4. Under Manage visitor types, click Manage visitor types.
   Note: The Manage Visitor Type section supports up to 200 visitor types, which can be assigned at the location or account level.
5. Click the Add visitor type button.
6. Enter the following details.
   • Create visitor type
     
     • Visitor type name: Enter the name of the visitor type.
     • Duplicate setting from existing visitor type: This feature lets you duplicate the settings of an existing visitor type and apply them to a new one, helping streamline the setup process. The original visitor type remains unaffected.
     • Required visitor information in invitations:
       • Full name
       • Email 
       • (Optional) Profile picture
       • (Optional) Organization
         Note: Full name and Email are mandatory and cannot be unchecked.
   • (Optional) Visitor Questionnaire: Toggle on/off to set custom registration questions for your visitors.
     1. Click Set up questionnaire.
     2. A pop-up window will appear.
     3. Click the pencil  icon to rename the title of the questionnaire.
     4. Type the name of the question.
     5. From the drop-down menu, select Single Choice, Multiple Choice, or Short Answer.
     6. (Optional) Required: Tick the checkbox if you want to make your question required.
     7. (Optional) Add Questions: You may add more questions if necessary.
   • (Optional) Document signature file: This allows visitors to view your organization’s document during registration. The document is included with the invitation and requires a DocuSign account.
     Note: To make this option available, the Connect DocuSign setting must be enabled at the account level.
   • (Optional) Document Agreement: Toggle on/off to enable Document Agreement. Upload a PDF or enter text to include in your invitation. Each invitation supports up to 5 document agreements.
7. Click Publish or Save for later.

How to delete a managed visitor type

1. Sign in to the Zoom web portal as an owner or admin.
2. In the navigation menu, click Workspace Management, then Visitor Management.
3. Click the Visitor types and invitations tab.
4. Under Manage visitor types, click Manage visitor types.
5. Select and click the checkbox of the visitor type you want to delete. Then, click the trash icon and click the Confirm button to proceed.

How to select a visitor type

1. Sign in to the Zoom web portal as an owner or admin.
2. In the navigation menu, click Workspace Management, then Visitor Management.
3. Click the Visitor types and invitations tab.
4. Under Select visitor types, click the pencil icon.
5. A pop-up window will appear.
6. Under Choose visitor types, check or uncheck the visitor type you want to enable and click Save.
   Note: The Visitor type name is set as the default and cannot be unchecked.
7. (Optional) Click the lock icon to prevent users from changing the settings.

How to reset the selected visitor types

1. Sign in to the Zoom web portal as an owner or admin.
2. In the navigation menu, click Workspace Management, then Visitor Management.
3. Click the Visitor types and invitations tab.
4. In the Select visitor types section, click Reset next to Modified.
5. A confirmation message box will appear; click Reset.

How to select visitor types for Zoom Room Kiosk

1. Sign in to the Zoom Web Portal as an owner or admin.
2. In the navigation menu, click Room Management, then Zoom Rooms.
   Note: You may also apply these steps to other locations.
3. Click the Rooms tab.
4. Select the Kiosk you want to modify and click the Edit button.
5. Click the Kiosk tab, then in the Visitors window, select Visitors registration.
6. In the Edit Visitor Registration window, under Display Visitor Type Selection, click the checkbox for the visitor type you want to enable.
   Note: In Kiosk settings, after changing the assigned location, reselect the Visitor Type for that kiosk to ensure the settings are applied correctly.
7. Click Save.