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.
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Click the gear icon
You'll find it next to the dashboard view dropdown.
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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.
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Click "Set as Primary Account"
This button appears below the selected account role.
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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.