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      Setting Up & Managing a 'Regulatory Agency' Account on CE Zoom (V2)

      This is an outline that will hyperlink you to all the Knowledge Based Articles related to this account type. Use this an an overview for how to navigate your way through your account.

      Initial Account Set Up

      1. Creating an account. 

      Please contact CE Zoom at support@cezoom.com for assistance in getting a Regulatory Account assigned to your agency. 

      2. Activate your Regulatory Agency account

      3. Dashboard

        1. Total Professionals
        2. Submitted for CE Completion Verification
        3. Chosen for Audit
        4. Pending Re-Submission | Pending Compliance Orders
        5. Green Light Ready
        6. Closed

      4. Account Settings

      a. Contact Info: How to update my contact information.

      b. Login Info: How to change my password.

      c. Account Settings:

          1. How to update my Agency notification settings.
          2. How to update which licensees are required to submit a transcript.
          3. How to update the submission Language
          4. How to update the URL to your rules and regulations

      5. Account Managers

        1. How to edit CE Zoom Tech Support permissions
        2. How to add account managers/ coordinators

      6. Tracker Set up

        1. Master Provider Approval Manager
          1. How to add approved and recognized providers to your Master List
          2. How to add a new approved or recognized provider
          3. How to Edit a Provider
            1. How to set effective dates to my approved and recognized providers
            2. How to set credit hour limitations to my approved and recognized providers
            3. How to categorize providers
        2. License/Tracker Manger
          1. How to view the tracker set up from the licensee point of view
          2. How to view all tracker set up in group/table formate
          3. How to Change the tracker status
          4. Creating Trackers
            1. Make a list of all licenses your agency oversees
            2. Create an outline of all renewal requirements for each license that require CE
            3. Make sure all course topics are listed under your course topic manager
            4. Assigning general tracking categories to each course topic
            5. Create your master provider approval list
        3. Course Topic Manager
          1. How to add a new course topic
          2. How to recategorize the tracking of a course topic