Navigating and Using the Corporate Connections Manager - Single Office Manager Accounts - CE Zoom (V2)

How to manage corporate affiliations and connect your office to a larger organization on CE Zoom (V2)

Overview

The Corporate Connections Manager allows office administrators to view, manage, and update their affiliation with larger corporate or group practices. Whether your office operates independently or is part of a network, this tool helps manage visibility, connection requests, and access to corporate-level benefits for employees.

Accessing the Manager

From your Office Manager dashboard, click “View all” under the Corporate Connections tile to open the full Corporate Connections Manager.

Affiliation Settings

In the Affiliation Settings section, you’ll define how your office is classified and how it can be discovered by corporate accounts:

Filter Tabs

Use the tabs at the top of the Corporate Connections Manager to switch between different sections of your office’s relationships with corporate entities:

1. Connected Corporates

• Lists the corporate entities your office is currently connected to.

• Most offices are linked to one corporate group, but multiple affiliations are allowed.

• If your corporate office pays for connected employees, all staff will receive upgraded features per that membership level.

2. Pending Connections

• View both Sent Requests (connections your office has initiated) and Received Requests (invitations from corporate entities).

• A connection is only active once the request is accepted.

3. Disconnected

• Shows any previously connected corporate entities.

• Note: Only corporate accounts can initiate a disconnection.

4. Connect New Corporates

• Search for and request new corporate affiliations. Use the search bar or filter options (Country, State, Industry) to find and connect with the correct corporate entity.

• If you find your corporate entity listed, click Send Request next to their name.

  • Your request will be added to the Pending Connections tab under the Sent section.

  • Once the corporate entity accepts your request, the connection will move to Connected Corporates, and you’ll gain access to their full contact and profile information.

  Until the connection is accepted, you’ll only see the corporate name, manager name, and current connection status.