How to Connect Employees to my Office Manager Account

Invite employees and assign license upgrades for CE compliance tracking.

Overview

The Employee Connection Manager allows you to connect employees to your office, assign CE Zoom upgrades by license, and oversee their compliance progress. You can select which licenses to upgrade now or return later to update them.

Step-by-Step Instructions

1. Go to the Employee Connection Manager

From your Dashboard, click “View all” under the Employee Connection section.

2. Navigate to the “Connect New Employees” Tab

Ensure you are in the Connect New Employees section.

3. Find the Employee

Use the filters and search bar to locate the employee you want to connect with.

4. Select Licenses and Send the Request

• Find the employee's card.

• Select the licenses you want to upgrade (green = selected).

• Click Send Request.

⚠️ Heads-Up Notification: Missing Licenses Selected

If not all licenses are selected for upgrade, a message will appear:

• To proceed without connecting additional licenses, click Send Request.

• To go back and select more licenses, click Cancel.

5. What Happens Next?

• Your selected employee will receive an invitation to connect.
• The request will appear under your Pending Connections Sent tab until the employee accepts.
• You may cancel the request anytime before they accept.