- Help Center
- Professional, Presenter, & Employee Account
- Dashboard - Professional (View, Join, & Verify Courses)
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Professional, Presenter, & Employee Account
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Companies & CE Providers
- Company & CE Provider Overview Articles
- Dashboard
- My Account
- Account Managers
- Adding Events actions that apply to all types
- Adding Conferences
- Adding Single Live Courses
- Adding Self-Study Courses
- Creating a Bundle
- Adding a Repeated Course
- Packages, Plans, and Upgrades
- Certificate Manager
- Certificate Manager - Provider Statements & Logos
- Survey Manager
- Test Manager
- Registration Manager
- Course Manager
- Joint Provider Manager
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Single Office Managers
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Executive Suite (Group Practice)
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Regulatory Agencies
- Regulatory Account Overview Articles
- Dashboard
- Dashboard - Total Professionals Manager
- Dashboard - Submitted for CE Completion Verification Manager
- Dashboard - Chosen for Audit Manager
- Dashboard - Pending Re-submission | Pending Compliance Orders Manager
- Dashboard - Green Light Ready Manager
- Dashboard - Closed Manager
- My Account
- Account Managers
- Tracker - Master Provider Approval
- Tracker - Licenses/Tracker Manager
- Tracker - Course Topics Manager
How to set a default dashboard role on my CE Zoom (V2) Personal Account
Learn how to set a default dashboard role (Professional, Presenter, or Employee) so your CE Zoom (V2) account opens to the view you use most often.
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Go to any dashboard view associated with your personal CE Zoom account
Navigate to the top of your screen where your dashboard type (Professional, Presenter, or Employee) is listed. -
Click the gear icon
You'll find it next to the dashboard view dropdown. -
Select your preferred dashboard
In the pop-up that appears, you'll see all available account roles. Click on the one you want to set as your default. -
Click "Set as Primary Account"
This button appears below the selected account role. -
Already your default?
If the account is already your default, it will show “Primary Account” and no button will appear.
Once set, this dashboard will automatically open first every time you log in.