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How To Upgrade Or Downgrade License Connections For Connected Employees From An Executive Suite

Manage license access for each employee with ease

How to Upgrade or Downgrade Licenses for an Employee

  1. Go to the Employee Connection Manager
    From your Executive Suite Dashboard, click “View all” under the Employees Card.
    Screenshot 2026-08-10 at 1.57.44 PM

  2. Select the Office

    From the Select Your Office drop-down, choose the office associated with the team member whose license connections you want to upgrade or downgrade.

    Employee license connections are managed by office, so selecting an office will display the connected employees associated with that location.

    If your organization has multiple offices, you can return to this drop-down at any time to switch locations and manage license connections for employees at another office.
    Screenshot 2026-08-10 at 3.17.27 PM

  3. Navigate to the Connected Employees Card
    Click 'View All' from the Connected Employees Card
    Screenshot 2026-08-10 at 3.22.30 PM

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

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

  5. 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)Screen Shot 2025-06-07 at 4.33.56 PM

  6. 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.