Understanding My CE Zoom (V2) Professional Dashboard

Learn how to navigate your CE Zoom professional dashboard to track compliance, access certificates, view course history, and manage your account with ease.

Use the numbered guide below to learn about each dashboard feature.

Quick Links: Select the number to view details about that dashboard feature

1 - 2 - 3 - 4 - 5 - 6 - 7 - 8 - 9 - 10

 

1.  Switch Between Dashboard Roles

Each CE Zoom personal account comes with three dashboard roles: Professional, Employee, and Presenter.

Use the dropdown menu in the top corner to switch between them. Just click the down arrow to expand the list and select the dashboard you want to view.

If you haven’t added an Employee or Presenter dashboard yet, you’ll see the option to add them directly from this menu. It's your one-stop switchboard for managing all your roles in one place.

 

2. Setting a Default Dashboard View

Choose which dashboard (Professional, Presenter, or Employee) you want to automatically see first when logging into your CE Zoom personal account. This saves time and gets you where you need to be faster—no extra clicks needed.

 

3. Account Overview Widget

This section displays the name on your CE Zoom personal account, the plan level you're subscribed to (Basic, Pro, Elite),  the industry along and the profession/license type currently selected. You can click “View Plan” to see plan details, upgrade options, and what features are included with your current plan, add licenses, or change the license you wish to view for dashboard stats (if applicable).

 

4.  Upcoming Courses Widget
This section highlights your next scheduled CE course. You’ll see the course title, date, time, course type (like Single Live Course), and the provider offering it. Use the “View details” button to see more info, access materials, or manage your registration.

No Upcoming Courses
If you don’t have any upcoming courses, events, or conferences scheduled, this section will display a message letting you know. You’ll also see a “Search Course” button to explore and register for new CE opportunities.

 

5. Account Upgrade Availability

If you’re on the Basic account and your selected license type qualifies for a higher plan, an upgrade banner will appear to give you the option to upgrade. If you don’t see the banner, it means you’ve already upgraded to the highest plan available for that specific license and industry.

 

6.  Scheduled Courses Part of Conferences & Bundles

This section of your dashboard displays all the conference and bundle courses you've registered for. It’s organized into two main tabs:

• Upcoming – Shows future sessions you're scheduled to attend

• Past – Shows sessions with dates that have already passed.

Within each tab, courses are grouped by Course Type (like Single Live Course or Self Study/On Demand), making it easy to browse and manage your schedule.

Here, you can:

• View course details

• Join live events

• Add sessions to your Google Calendar

• Verify Courses

• Take Test

• Take Surveys

• Track your attendance confirmation status

It’s your one-stop view for staying on top of your bundled or conference CE!

 

7. Scheduled Live Courses

This section of your dashboard displays all the single live courses (In-person & Virtual) you've registered for. It's organized into two main tabs: 

• Upcoming – Shows future sessions you're scheduled to attend

• Past – Shows sessions with dates that have already passed.

Here, you can:

• View course details

• Join live events

• Add sessions to your Google Calendar

• Verify Courses

• Take Test

• Take Surveys

• Track your attendance confirmation status

It’s your one-stop view for staying on top of your bundled or conference CE!

 

8. Scheduled Self-Study Courses

This section of your dashboard displays all the self-study courses you've registered for. It's organized into two main tabs: 

• Active – These are self-study courses you've registered for that are still within their availability window. You can still take the course and receive CE credit.

• Expired – These courses have passed their availability date. While they may still appear in your history, you can no longer take them or earn credit.

Here, you can:

• View course details

• Take course

• Verify Courses

• Take Test

• Take Surveys

• Track your attendance confirmation status

It’s your one-stop view for staying on top of your bundled or conference CE!

 

9. Navigation Menu

Located on the left side of your dashboard, the navigation menu gives you quick access to all key tools and sections needed to manage your continuing education. From here, you can:

• View your Dashboard - Your hub for upcoming courses, CE progress, and quick actions.

• Access My Account – Update your contact info, login credentials, professional bio, and plan details.

• Manage Account Managers - Edit CE Zoom tech support permissions

• Manage Licenses - Add or update your professional licesnes and renewal cycles

• Search for Courses – Find and register for CE courses.

• Track My Registrations – See everything you’ve registered for, whether it’s upcoming, past, or pending completion.

• Access My Certificates – Upload, view, and apply your earned CE certificates.

• Complete Surveys & Tests – Submit required course evaluations and post-tests directly from here.

• Manage My Offices – View offices you’re connected with or search for and connect to new offices.

• Track CE Compliance – Use your Tracker to see what’s complete, what’s missing, and what’s due next.

Use this menu to easily access the tools you need to manage your licenses, track your CE, complete courses, and stay on top of your compliance.

 

10. Support

Need help? The Support section provides quick access to assistance when using the CE Zoom platform.