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.
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.
4. Select Licenses to Upgrade
Find the employee you want to connect with.
Click on the licenses you wish to upgrade with this connection (they’ll turn green when selected).
5. Missed Licenses Notification
If you don’t select any or all of the licenses before clicking Accept Request, a notification will appear:
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Click “Cancel” to go back and select licenses to upgrade.
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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.