Executive Suite (Group Practice)
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      How to Edit or Delete a Region in Your CE Zoom (V2) Executive Suite

      Manage and update your regional structure with ease

      Overview:
      In CE Zoom (V2), regions help you organize offices and employees within your corporate hierarchy. If your structure changes, you can quickly update or remove regions at any time using the Regions Manager.

      Steps to Edit or Delete a Region:

      1. Access the Regions Manager
        From your Executive Suite Dashboard, click “View all” in the Regions section.Screen Shot 2025-06-09 at 10.03.27 AM

      2. Locate the Region
        Find the region you want to update or remove.Screen Shot 2025-06-09 at 11.49.35 AM

      3. Open the Actions Menu
        Hover over the Actions button next to the region to expand the menu.Screen Shot 2025-06-09 at 11.50.49 AM

      4. Choose an Option:

        • Edit: Select “Edit” to open the region’s profile. Make any changes needed, then click Save.

        • Delete: Select “Delete” and confirm the prompt to permanently remove the region.

      ⚠️ Note: Deleting a region cannot be undone. Be sure the region is no longer in use or tied to any offices before confirming.