Overview
If your office is part of a larger organization or corporate group, you can connect your Office Manager account to the corresponding Executive Suite account in CE Zoom.
Once connected, your corporate organization can manage compliance across all connected office locations, monitor employee continuing education, and provide organization-sponsored benefits to your office and team members.
Steps to Connect with a Corporate Account
1. Open the Corporate Connections Manager
From your Office Dashboard, locate the Corporate Connections card and click View All.
This opens the Corporate Connections Manager, where you can send, receive, and manage connections with corporate organizations.
2. Connect to a Corporate Organization
From the Corporate Connections Manager, click Connect New Corporate.
This opens the Corporate Search page, where you can search for the Executive Suite organization you want to connect with.
3. Search for Your Corporate Organization
Use the Search bar to search by your corporate organization's name, or use the available filters, such as State or Industry, to narrow your search results.
Once you've located the correct corporate organization, review the organization name to verify you've selected the correct account.
Send Your Connection Request
Click Send Request next to the corporate organization you wish to connect with.
-
Your request will be added to the Pending Connections stats under the Requests Sent.
Until the connection is accepted, you’ll only see the corporate name, manager name, and current connection status. -
Once the corporate entity accepts your request, the connection will move to Connected Corporates, and you’ll gain access to their full contact and profile information.