How to Edit Account Manager & Coordinator Permissions on my CE Zoom (V2) account

Customize user access by selecting which features and tools each role can use

Editing Account Managers allows you to update their role, adjust their access to specific tools and features, or remove them from your CE Zoom Company account. This helps ensure each team member has the appropriate level of access based on their responsibilities.

• Under the actions column, click Manage Coordinator

• Select edit permissions

  

• To update an account manager's permissions:

  • Click the “Click to select Permissions” input box to expand the dropdown menu to add new permissions.
    
    

  • Click the "X" next to any listed permission to remove it.

  Temporarily Disable Access

  Use the “Account Manager Active” toggle to switch access to No.
  This will revoke the user’s access without deleting their profile—allowing you to easily reactivate them later if needed.

  Don’t forget to click Save after making any changes.

   

⚠️ Removing permissions will immediately revoke access to those features.