How to Upgrade or Downgrade License Connections for Connected Employees

Manage license access for each employee with ease

How to Add or Upgrade Licenses for an Employee

1. Go to the Employee Connection Manager
   From your Dashboard, click “View all” under the Employee Connection section.

2. Navigate to the Connected Employees Tab
   Make sure you are viewing the Connected Employees section.

3. Find the Employee
   Locate the employee's profile card.

   • Use the search bar or apply filters to narrow down your list if needed.

4. Select Licenses to Upgrade or Downgrade

   • Click on any license shown on the card to change the connection status of that license

     • Green = Upgraded

     • Gray = Not connected (Downgraded)

5. Click Save
   Your changes will not apply unless you click Save at the bottom of the card.

✅ Once a license is upgraded, the employee receives full CE Zoom plan benefits for that license, including automated CE tracking and reminders.