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How to Accept an Employee Connection Request From My Office Manager Account

Connect with professionals who’ve requested access and assign CE Zoom benefits.

Overview

Office Managers can receive connection requests from professionals who wish to be linked to their office for CE compliance tracking. Accepting the request allows you to assign upgraded license benefits to the employee, including access to the compliance tracker and premium tools.

Steps to Accept an Employee Connection Request

1. Go to Employee Connections

From your Dashboard, click “View all” under the Employee Connections section.

📢 Tip: If you have any received connection requests, a notification icon will appear next to this section.Screen Shot 2025-06-07 at 6.18.21 PM

2. Click “Pending Connections”

In the Employee Connections Manager, navigate to the Pending Connections tab and switch to the Received sub-tab to view all incoming requests.Screen Shot 2025-06-07 at 6.19.24 PM

4. Select Licenses to Upgrade

Find the employee you want to connect with.Screen Shot 2025-06-07 at 6.20.36 PM
Click on the licenses you wish to upgrade with this connection (they’ll turn green when selected).
Screen Shot 2025-06-07 at 6.21.35 PM


5. Missed Licenses Notification

If you don’t select any or all of the licenses before clicking Accept Request, a notification will appear:
Screen Shot 2025-06-07 at 6.22.25 PM

  • Click “Cancel” to go back and select licenses to upgrade.

  • Click “Accept Request” to proceed with the licenses currently selected (even if none are selected).

6. What Happens After Connection

Once accepted, the employee will move to your Connected Employees tab and begin receiving your account-level CE Zoom benefits for each upgraded license selected.