How to Connect an Office Manager Account to a Corporate | Executive Account on CE Zoom (V2)

Send a connection request to link your office to your corporate headquarters or executive suite.

Overview

If your office is part of a larger organization or corporate group, you can easily connect your Office Manager account to the corresponding Corporate (Executive) account on CE Zoom. This allows your corporate team to view compliance across all connected locations.

Steps to Connect with a Corporate Account

1. Go to Corporate Connections

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

2. Click “Connect New Corporate”

Navigate to the Connect New Corporate tab.

3. Search for the Corporate Entity

Use the filters (e.g., state or industry) or the search bar to locate your corporate entity by name.

• If you find your corporate entity listed, click Send Request next to their name.

  • Your request will be added to the Pending Connections tab under the Sent section.

  • 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.

  Until the connection is accepted, you’ll only see the corporate name, manager name, and current connection status.