Overview
From your Executive Suite, you can receive and manage connection requests from team members who wish to connect to one of your organization's offices for CE and license compliance tracking.
When accepting a request, you can select which of the team member's licenses will receive your organization's upgraded CE Zoom benefits, allowing their compliance to be monitored through the connected office and across your Executive Suite.
Steps to Accept an Employee Connection Request
1. Go to Employee Connections
From your Executive Suite Dashboard, click “View all” under the Employees card.
📢 Tip: If you have any received connection requests, a notification icon will appear next to this section.
2. Select the Office
From the Select Your Office drop-down, choose the office associated with the pending employee connection request you want to review.
Employee connections are managed by office, so selecting an office will display the connected, pending, and disconnected employees associated with that location.
If your organization has multiple offices, you can return to this drop-down at any time to switch locations and manage employee connections for another office.
3. Click “Pending Connections”
In the Employee Connections Manager, navigate to the Pending Connections card and click on the Requests Received sub-tab to view all incoming requests.
4. Review the Pending Connection Request
Review the team member's information to confirm you are accepting a connection request from the correct individual.
Before accepting the request, review the licenses currently listed on their CE Zoom account and select the license(s) you want your organization to upgrade and provide full plan benefits for.
By default, licenses are displayed in gray, meaning they are not selected for an upgrade.
Click each license you want to upgrade; selected licenses will turn green. Once you've confirmed the team member and selected the appropriate license(s), click Accept Request to complete the connection.
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.