User Accounts (Account Administration)

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.

Provide Training
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 features 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, using your company's email domain, 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.

Reset Password
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 Active Account checkbox. 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.

Email Address is already in use

If you receive this message when adding a new user please click 'Show Active' dropdown in the upper right of the User Accounts page and choose 'Show Inactive'. Then click on the username on the Users page and select the Active Account checkbox. If you are still unable to locate the user please contact our Customer Success team at 781.693.7575 or clientservices@zoominfo.com.

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