Understanding My CE Zoom Professional Dashboard

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 - 11 

 

1. Access to Legacy Records

Use the Legacy Records button to access your records stored in our previous CE Zoom system.
Some historical records may not have fully migrated to the new platform yet. This link will direct you to the legacy system, where you can view and download any remaining records that have not been transferred.

2.  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.

3. 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.

 

4. Quick Links to Frequently Asked Questions and What's New with the CE Zoom V2

You can find answers fast and stay informed about the latest updates to CE Zoom V2.
These quick links connect you directly to helpful Knowledge Base articles that guide you through common questions, new features, and recent improvements. Explore what’s new, learn how to navigate updated tools, and get instant support for managing your CE records and account settings.

5. 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).

Missing Renewal Dates

If your selected license does not have renewal dates added, you will receive a notification letting you know that your CE Compliance Tracker is locked.

CE Zoom uses your license renewal period to determine which CE requirements apply to your current renewal cycle. Without your renewal dates, we cannot accurately display your renewal requirements or track your progress.

Click the notification to add your renewal dates and unlock your CE Compliance Tracker.

 

6.  Upcoming Courses Widget

This section highlights your next scheduled CE course or courses. You’ll see the course title, date, time, course type (like Single Live Course), the provider offering it, access handouts if offered, and any join buttons for virtual events.

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 not currently on Elite, an upgrade banner will appear, giving you the option to upgrade to Elite for unlimited access to all eligible Elite CE courses. If you don’t see the banner, you’re already on Elite.

 

6. Scheduled Live Courses

This section of your dashboard displays all the live courses (In-person & Virtual) you've registered for, listed in order by event date.

Here, you can:

• View course details
  
  
  

• Join live events
  
  
  

• Add sessions to your Google Calendar or Outlook 
  

• Access Handouts
  
• Verify Courses
  

• Take Test
  

• Take Surveys
  

• Viewing issued CE Certificates
  

• Track your attendance confirmation status
  

 

 

8. Scheduled Self-Study Courses

This section of your dashboard displays all the self-study courses you've registered for, organized by expiry date.

Here, you can:

• View course details
  

• Access Handouts
  
  
  

• Take course
  

• Verify Courses (avilable only for courses with outsideregistration)
  

• Access Outside Registration
  
• Take Test
  

• Take Surveys
  

• Track your attendance confirmation status
  
  
  

• Track Course Validity- See when a course is set to expire and whether it is still eligible for CE credit.

     

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 licenses 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.

 

11. Notification Banners

The notification banners on your Professional Dashboard are designed to keep you informed of:

• Required actions (e.g., submitting CE records for audits)

• Status updates (e.g., selected for audit, audit results)

• Upcoming or pending responsibilities

These alerts ensure you're aware of important updates related to your licenses and help you stay on track with compliance and renewal requirements.