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ZoomInfo’s Admin Portal (for admins only) allows you to control the details of your account such as adding new users, managing credit limits, resetting passwords, creating groups of users, and setting custom mapping with your integrations. The Admin Portal can be found at the bottom of the left-hand menu bar. Once you're in the portal, the upper left-hand corner will display the table of contents: Admin Dashboard, User Management, Group Management, Company Settings, and Integrations. Review each of these sections below to learn how to perform different actions across each function within the portal.
The Admin Dashboard gives you a quick over of your account to understand how many seats and credits have been used compared to how many are still available as well as an overall usage report for seats currently being used.
The User Management page allows you to add and edit user details. Along the top of the page are quick action buttons to help you get started.
The Groups page allows you to see the groups you’ve created, the number of users in each group, the credit limit applied to the group, and the last time the group was modified.
To create a new group:
1. Click New Group
2. Fill in the group details. Don't forget to set credit limits!
3. Click Create
To edit a group:
1. Select the appropriate group by clicking on the group name
2. Change the group name or default credit limit and select Save to make these changes.
To delete a group:
1. Select group(s) from the list
2. Click Delete Group and select OK to confirm.
The Company Settings allows you to force log out for users that are inactive for a specified time. Our default is 8 hours and this can be changed to anywhere between 1-8 hours using the sliding bar.
Each user can establish the connection using their external system log-in credentials within their own ZoomInfo instance, but Admins have the ability to set which integration options are available to connect to, set limitations on what can be exported with the integration, and customize what ZoomInfo data gets sent to specific fields in your connected database.
To configure which integration options your team can see and connect to, go to the Integrations tab and use the toggle under each tile.
Note: all integrations by default will be toggled on except for Dynamics
To learn how to set up the export permissions for users and custom mapping, visit our Setting up Integrations section.
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