Use the numbered guide below to learn about each dashboard feature.
Quick Links: Select the number to view details about that dashboard feature
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.
More Info: How do I add a Presenter, Employee, and Professional Roles to my CE Zoom (V2) Personal Account?
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 your uploaded photo and the name on your CE Zoom personal account.
4. Account Manager Roles
This section lists all the companies that have added you as an account manager.
5. Login Button
Click Login to access and manage that specific company account.
6. Permissions
View what access has been granted to you within each account.
7. Employee Navigation Menu
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View Your Dashboard – See all companies you manage and log in to their accounts directly.
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Access My Account – Update your personal info, login credentials, bio, and employee info
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Manage Account Managers – View or adjust support access if permissions allow.
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Get Support – Access help articles, tutorials, or reach out to CE Zoom support.
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Sign Out – Log out of your personal CE Zoom account.