Setting Up & Managing a 'Regulatory Agency' Account on CE Zoom (V2)

This is an outline that will hyperlink you to all the Knowledge Based Articles related to this account type. Use this an an overview for how to navigate your way through your account.

Initial Account Set Up

1. Creating an account. 

Please contact CE Zoom at support@cezoom.com for assistance in getting a Regulatory Account assigned to your agency. 

2. Activate your Regulatory Agency account

3. Dashboard

1. 1. Total Professionals
   2. Submitted for CE Completion Verification
   3. Chosen for Audit
   4. Pending Re-Submission | Pending Compliance Orders
   5. Green Light Ready
   6. Closed

4. Account Settings

a. Contact Info: How to update my contact information.

b. Login Info:

How to change my password.

How to change my email

c. Account Settings:

1. 1. 1. How to update Auditing Settings - which licensees are required to submit a transcript and submission periods
      2. How to update the submission Language
      3. How to update the URL to your rules and regulations
      4. How to Set Up Compliant CE Validation Transcripts to be Auto-Moved to Green Light Ready

5. Account Managers

1. 1. How to edit CE Zoom Tech Support permissions
   2. How to add account managers/ coordinators

   3. How to Edit Account Manager & Coordinator Permissions

   4. How to delete an Account Manager/Coordinator

6. Tracker Set up

1. 1. Master Provider Approval Manager
      1. Understanding the Industry Provider LIst
      2. How to Create and Edit a Master Provider Approval List 
      3. How to Set Active Dates and CE Limitations for Providers
      4. How to Update or Reclassify a Provider Category
      5. How to remove a provider from my Agency Master Provider List
   2. License/Tracker Manger
      1. How to view the tracker set up from the licensee point of view
      2. How to view all tracker set up in group/table formate
      3. How to Change the tracker status
      4. Creating Trackers
         1. Make a list of all licenses your agency oversees
         2. Create an outline of all renewal requirements for each license that require CE
         3. Make sure all course topics are listed under your course topic manager
         4. Assigning general tracking categories to each course topic
         5. Create your master provider approval list
            
   3. Course Topic Manager
      1. How to add a new course topic
      2. How to recategorize the general tracking type of a course topic