Learn how to add Presenter, Employee, and Professional roles to your CE Zoom (V2) personal account so you can manage all your CE responsibilities in one place.
Depending on which account role you originally signed up for—Professional, Presenter, or Employee—you can add additional roles at any time to access more tools and manage all your CE needs from one personal account.
How to Add Additional Account Roles (Dashboards)
Click the quick links below to learn how to add each account role to your CE Zoom personal account.
How to add a Professional Dashboard – Manage your licenses, track CE, and stay compliant.
How to add an Employee Dashboard – Access and manage the company accounts you're connected to.
How to add a Presenter Dashboard – View your scheduled courses and track survey/test results.
How to add a Professional Dashboard
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Click the Dashboard Dropdown
From the top of your screen, click the dropdown that currently shows your active dashboard (e.g., Professional Dashboard).
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Review Available Roles
If you've already added a role (e.g., Presenter or Employee), you’ll see that role listed as a selectable dashboard.
If not, you’ll see an “Add [Role] Dashboard” option for roles you haven’t activated yet. -
Select “Add [Role] Dashboard”
Click on the role you want to add (e.g., Add Employee Dashboard or Add Presenter Dashboard).
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Select “Presenter Account”
In the Account Types modal, click on Presenter Account to highlight it.
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Click “Create Account.”
Once selected, click the Create Account button at the bottom right of the window.
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Choose your country – Select the country where your professional license is issued.
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Select your state/province/territory – Select the state/province/territory where your professional license is issued. You can multi-select.
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Pick your industry – Select the industry your license belongs to.
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Can’t find your industry? – Choose Undefined Industry to continue the setup, then reach out to CE Zoom at help@cezoom.com and let us know your industry and license so we can research and get it added
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- Select your Licenses & Permits
That’s it — your Professional Dashboard will now appear in your dashboard dropdown, ready for you to track, manage, and complete your continuing education!
⚠️ Reminder: Your licenses are added, but we recommend editing each one to include your license number and renewal period. This ensures your CE Tracker can accurately calculate and apply earned hours toward the correct renewal cycle.
More Info: How to edit a license I have added to my CE Zoom (V2) Professional Account to add license number, renewal dates or to correct an error
How to add an Employee Dashboard
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Click the Dashboard Dropdown
From the top of your screen, click the dropdown that currently shows your active dashboard (e.g., Professional Dashboard). -
Review Available Roles
If you've already added a role (e.g., Presenter or Employee), you’ll see that role listed as a selectable dashboard.
If not, you’ll see an “Add [Role] Dashboard” option for roles you haven’t activated yet. -
Select “Add [Role] Dashboard”
Click on the role you want to add (e.g., Add Employee Dashboard or Add Presenter Dashboard).
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Select “Employee Account”
In the Account Types modal, click on Employee Account to highlight it.
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Click “Create Account.”
Once selected, click the Create Account button at the bottom right of the window.
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Select Your Country
Choose the country (or countries) where your company operates. You can select more than one if needed.
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Select Your Industry
Pick the industry your company belongs to. This helps CE Zoom connect you with the correct company profiles.
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Click “Save”
Once both fields are selected, click the Save button to finalize your Employee Account setup.
That’s it — your Employee Dashboard will now be available in your dashboard dropdown, ready for you to manage company-linked activities!
How to add a Presenter Dashboard
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Click the Dashboard Dropdown
From the top of your screen, click the dropdown that currently shows your active dashboard (e.g., Professional Dashboard). -
Review Available Roles
If you've already added a role (e.g., Presenter or Employee), you’ll see that role listed as a selectable dashboard.
If not, you’ll see an “Add [Role] Dashboard” option for roles you haven’t activated yet. -
Select “Add [Role] Dashboard”
Click on the role you want to add (e.g., Add Employee Dashboard or Add Presenter Dashboard).
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Select “Presenter Account.”
In the Account Types modal, click on Presenter Account to highlight it.
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Click “Create Account.”
Once selected, click the Create Account button at the bottom right of the window.
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Select Your Country
Choose the country (or countries) you wish to be listed as a Presenter for. You can select more than one if needed.
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Select Your Industry
Pick the industry your presentations belong to. This allows CE Zoom to make your presenter profile searchable to companies offering courses within that industry, helping you connect with the right opportunities. - Choose Your Topics
Select the topics you specialize in within your chosen industry. This helps companies find and connect with you when they're looking for presenters on specific subjects.
Note: This entry will appear once you’ve selected your industry.
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Click “Save”
Once all fields are selected, click the Save button to finalize your Presenter Account setup.
That’s it — your Presenter Dashboard will now be available in your dashboard dropdown, ready for you to manage your presentations and track course activity!