Understanding and Using the License / Tracker Manager from an Agency Account (CE Zoom V2)

View and monitor your agency’s CE tracking licenses across all supported industries.

Overview

The License / Tracker Manager provides agencies with a centralized view of all CE tracking licenses across supported industries. Licenses are organized by industry and include key details about each tracker’s structure and configuration.

Agencies can view and monitor license configurations, including CE requirements, status, and visibility. However, creating new trackers or editing existing ones must be done by CE Zoom.

If updates or new tracker setups are needed, please contact support@cezoom.com for assistance. This tool is ideal for reviewing tracker details and ensuring professionals are aligned with the correct compliance requirements.

Key Features Explained

1. Filters (Industry)

   • Auto-filters to display only licenses associated with your agency's selected industry

   • You can change the filter to view other industries if your agency supports more than one

2. Manage Tracker (Actions) Opens a dropdown menu with key actions:
    

   • • View Tracker: Preview what your licensees will see when using this CE tracker

• • View Groups: See how the tracker is structured in a table view, including grouped CE requirements

• • • Change Tracker Status: By default, trackers are hidden. Set status to Visible to activate for licensee use or Hidden to remove access if no longer supported

• • •  Reference ID / UUID: Allows mapping between CE Zoom’s test and production sites. This ensures trackers built on the test site can be reused by inputting the same UUID on production

⚠️ Once saved, a UUID is permanent and cannot be changed

3-18.  Provides a high-level summary of each license, including:

• License name and type

• State and profession

• CE hour requirements

• Maximum allowances for home study, virtual credit, daily limits, and rollover

• Notification settings and tracker visibility

Use this manager for quick overviews of your licenses and their associated tracking rules, including visibility status, CE limits, and key configuration details.