Help Center
Visit Our Website
Regulatory Agencies
Companies & CE Providers
Help Articles for Companies and CE Organizations
Professional, Presenter, & Employee Account
Help Articles for CE Zoom Professionals
Help articles for CE Zoom Speakers, Presenters, Educators
Help articles for CE Zoom Employee Account holders
Speakers, Presenters, & Educators
Help Articles for Speakers and Presenters
Regulatory Agencies
Overview Articles
Specific Help Articles
Single Office Managers
Executive Suite (Group Practice)
Universal Account Guidance
Back to home
Help Center
Regulatory Agencies
Companies & CE Providers
Help Articles for Companies and CE Organizations
Professional, Presenter, & Employee Account
Help Articles for CE Zoom Professionals
Help articles for CE Zoom Speakers, Presenters, Educators
Help articles for CE Zoom Employee Account holders
Speakers, Presenters, & Educators
Help Articles for Speakers and Presenters
Regulatory Agencies
Overview Articles
Specific Help Articles
Single Office Managers
Executive Suite (Group Practice)
Universal Account Guidance
Regulatory Agencies
Organizations that manage CE requirements associated with license renewals
How to Create a Compliance Order (Agency – CE Zoom V2)
How to Select Licensed Professionals for Audit in CE Zoom (V2)
How to Navigate and Use the Submitted for CE Completion Verification Manager
How to Navigate and Use the Chosen for Audit Manager
Overview Articles
Setting Up & Managing a 'Regulatory Agency' Account on CE Zoom (V2)
Understanding the Dashboard of a Regulatory Agency Account
Understanding My Account for a Regulatory Agency CE Zoom (V2) Account
Understanding and Using the Master Provider Approval Manager
Understanding and Using the License / Tracker Manager from an Agency Account (CE Zoom V2)
See more
Specific Help Articles
Make Sure All Course Topics are Listed Under the Course Topic Manager
How to Create and Edit a Master Provider Approval List on an Agency CE Zoom (V2) Account
How Regulatory Agencies Create a CE Zoom Account
Activating Your Regulatory Agency Account
Create an outline of all renewal requirements for each licenses that require CE.
Creating Trackers on CE Zoom V2: What Agencies Need to Know
Assigning general tracking categories to each course topic
How to Navigate and Use the Total Professionals Manager
How to Connect with a Professional (Agency Dashboard – CE Zoom V2)
Agency Guide to Performing an Audit in CE Zoom (V2)
Agency Guide to Understanding the CE Transcript View in CE Zoom V2
Auditor’s Guide to Editing CE Records During the Audit Process
How to Navigate and Use the Pending Re-submission | Pending Compliance Orders Manager
How to Navigate and Use the Green Light Ready Manager
How to Navigate and Use the Closed Manager
How to Set Up Compliant CE Validation Transcripts to be Auto-Moved to Green Light Ready
How to Update Auditing Settings from Your Agency CE Zoom (V2) Account
How to Update the Submission Language from Your Agency CE Zoom (V2) Account
How to Update the URL to the Licensee Rules and Regulations from Your Agency CE Zoom (V2) Account
Understanding the Industry Provider List from an Agency Account on CE Zoom (V2)
How to Set Active Dates and CE Limitations for Providers in Your Master Provider List on CE Zoom (V2)
How to Update or Reclassify a Provider from An Agencies Approved Provider Manager
How to Remove a Provider from Your Agency Master Provider List
How to View a Tracker From the Licensee’s Perspective (Agency Accounts – CE Zoom V2)
How to View Tracker Setup in Table Format (Agency Accounts – CE Zoom V2)
How to Change the Tracker Status (Agency Accounts – CE Zoom V2)
How to Add a Reference ID/UUID for Each License on Your CE Zoom (V2) Agency Account
Understanding and Using the Course Topic Manager from an Agency CE Zoom (V2)
How to Update or Change a Course Topic General Tracking Type (Agency Account- CE Zoom (V2)
How to Add a New Course Topic (Agency Accounts - CE Zoom (V2)
See more
