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Companies & CE Providers
Your complete guide to managing courses, tests, surveys, certificates & more in your CE Zoom company account.
Company & CE Provider Overview Articles
- Understanding my CE Zoom (V2) Company Account
- FAQ - Frequently Asked Questions About the New CE Zoom Platform (Company)
- What’s New for CE Zoom (V2) Company Accounts: We’ve made big changes—here’s what’s different!
- Your Company’s Guide to the New CE Zoom (V2): Setup & Account Management for a Smooth Transition
Dashboard
- Understanding the Dashboard for CE Zoom's Company Accounts (V2)
- CE Zoom (V2) Course Icon Key
- How to copy the registration link for a course managed on CE Zoom (V2)
- How to find the verification code for a course managed on CE Zoom (V2)
- How to View Who’s Registered | Viewing the Attendee List for Courses Managed on CE Zoom (V2)
- How to confirm a participant's attendance for a Course managed on CE Zoom (V2)
- How to mark attendees ineligible to recieve credit for a Course managed on CE Zoom (V2)
- How to view test results for a course managed on CE Zoom (V2)
- How to view survey results for a course managed on CE Zoom (V2)
My Account
- Understanding My Account on CE Zoom Company Account (V2)
- How to update my Contact Information on my CE Zoom (V2) account from a Company Account
- How to update my email assoicated with my CE Zoom (V2) Account from a Company Account
- How to update my password associated with my CE Zoom (V2) Account
- How to update your company’s Countries and Industries for course listings on CE Zoom (V2)
Account Managers
- Understanding Account Managers on CE Zoom (V2) (Companies, Office managers, Regulatory Agencies & Executive Accounts)
- How to edit CE Zoom Tech Support Permissions from a CE Zoom (V2) account! - Companies
- How to add Account Managers & Coordinators to my CE Zoom (V2) account
- How to Edit Account Manager & Coordinator Permissions on my CE Zoom (V2) account
- How to delete an Account Manager/Coordinator from my CE Zoom (V2) account
Adding Events actions that apply to all types
Adding Conferences
- How to add a Multi-Course Event/Conference from my CE Zoom (V2) company account
- How to edit a conference managed on CE Zoom (V2)
- How to edit a course that is part of a conference managed on CE Zoom (V2)
- How to add a live course that is part of a conference using my CE Zoom (V2) Company account.
- How to add a self-study course that is part of a conference using my CE Zoom (V2) Company account.
Adding Single Live Courses
Adding Self-Study Courses
Creating a Bundle
Adding a Repeated Course
- How to add a Master Repeated course from my CE Zoom (V2) company account
- How to edit a master repeated course managed on CE Zoom (V2)
- Adding Presenter Templates to a Repeated Course on CE Zoom (V2)
- How to change/update the presenter on a presenter template for a Repeated Course on CE Zoom (V2)
- Scheduling course dates for Repeated Courses on CE Zoom (V2)
- How to edit a scheduled repeated course managed on CE Zoom (V2)
Packages, Plans, and Upgrades
- Understanding Packages, Plans, and Upgrades
- Understanding the different course package options
- How to purchase course packages from your CE Zoom (V2) Company Account
- How to purchase Add-On's (AGD) from your CE Zoom (V2) Company Account
- Navigating and understanding the purchase history screen on CE Zoom (V2)
- How to Update Your Payment Method on Stripe - Company
Certificate Manager
- Understanding the Certificate Manager on CE Zoom (V2)
- How to Navigate and Use the Certificate Manager in CE Zoom (V2)
- How do I create a Course Certificate from my CE Zoom (V2) company account?
- How do I edit a Course Certificate from my CE Zoom (V2) company account?
- How do I change the status of a Course Certificate from my CE Zoom (V2) company account?
- How do I delete a Course Certificate from my CE Zoom (V2) company account?
Certificate Manager - Provider Statements & Logos
- How to Navigate and Use the Provider Statement & Logo Manager in CE Zoom (V2)
- How do I add approved provider statements and logos on CE Zoom (V2) from my company account?
- How do I edit an approved provider statement and logo from my CE Zoom (V2) company account?
- How do I renew my provider approaval status from my CE Zoom (V2) company account?
- How do I update status of a provider statement and logo from my CE Zoom (V2) company account?
Survey Manager
Test Manager
Registration Manager
Course Manager
Joint Provider Manager
- Understanding the AGD - Joint Program Provider Manager on CE Zoom (V2)
- What do I need to know to be an AGD-PACE Joint CE Program Provider with CE Zoom?
- Can I offer CE credit for my course or training?
- CE Zoom & AGD-PACE Joint Program Provider Policies & Procedures
- AGD-PACE Joint Program Provider Forms & Agreements
- AGD-PACE Joint Program Provider Slide Deck (PP slides) Organization and Requirements
- AGD-PACE Joint Program Provider Publicity | Advertisements | Promotions Requirements
- Sponsorships of CE Activities | Sponsor Agreements
- Joint Program Provider Policies & Procedures for Hands On CE Activities Involving Live Patients
- CE Zoom Compliance & Commercial Support Standards (Overview)