If you are the ZoomInfo Account Administrator you're able to view and edit usernames, passwords, and account details. You can activate and deactivate users and request training for new users or your entire group.
Select the users who you want to schedule training for and click Provide Training to request training for the users on your account. New User Training is intended for all new users or anyone who has never attended a ZoomInfo training session. Those who have used the tool for some time and attended New User Training can request Advanced Training, where they can talk with a trainer about searches they may be having difficulty with and learn a few advanced search tips.
Add a User
To add a new user to ZoomInfo, you may need to first deactivate an existing user (instructions below). Please do not overwrite an existing user with a new user's information. Click Add a User at the top of the User Accounts page. Complete the required fields in the pop-up window and click Add User. The username must be a valid email address in order to guarantee unique user identities. The password will be created randomly and sent to the new user via email. The first and last names of the new user are also required fields. Additional fields are available to help you manage your accounts: title, department and phone. Although these fields are not required, we strongly recommend that you complete them.
After you create a username, we will automatically send an email to the user's email address.
To reset passwords for specific users, select the users first, click Reset Password then Reset in the pop-up window. To reset passwords for all users on your account simply click Reset Password, choose All Active Users and then Reset in the pop-up window.
Deactivating a User
To deactivate a user, click on the username on the Users page and deselect the checkbox that reads Active Account. This action will prevent anyone from using the account, so if you want a different person to use the license, you should follow the instructions above to add a user. Click Save to save your changes.
Viewing and Editing Users
To view or edit details for existing users, click on the username on the left side of the User Accounts page. This will launch a pop-up window where you can edit the first name, last name, title, department and phone number associated with the user. Click Save to save your changes.