How to Assign or Edit a Region for a Connected Office (Executive Suites- CE Zoom (V2)

Organize your connected offices by region for easier compliance tracking

Overview:

Executive Suites can assign regions to their connected offices to better organize and manage teams. Regions help filter status, monitor compliance, and streamline reporting across groups of offices.

Steps to Assign or Edit a Region:

From your Dashboard, scroll to the Office section and click “View All.”
Click the “Connected Offices” tab at the top of the Office Manager.
Use the search bar or filters to quickly locate the office you want to manage.
On the office card, locate the dropdown menu under the heading “Select the region for this office.”
Click the dropdown and choose the appropriate region from the list.

The selection will be saved automatically.

Need to add a region: How to Create a Region

Assigning regions gives you the ability to filter views, reports, and compliance summaries by region across your executive suite.