Getting Started With D&B Hoovers
REGISTER YOURSELF AND START INVITING USERS
STEP 1
REGISTER YOURSELF
You will receive an email with your own unique registration link. (This link is unique for every user and cannot be used to register additional users.)
- Click the registration link.
- Complete all fields in the New User Registration form to create your personal login. You may use your email or choose another username, but it must be unique to the D&B Hoovers user community.
- Click Register. Note: you only have to register once. You will be able to log in via https://app.dnbhoovers.com going forward.
STEP 2
INVITE YOUR USERS
You have two options for enabling users to access D&B Hoovers. You can either send invitations via email or provide your team with a link to self-register. Both options are part of the User Management Interface. In this section we’ll look at your options for inviting users and then the self-registration tool. In the next section, we’ll cover the additional tools in the User Management Interface such as how to reset passwords and expire users.
Option A: Invite Users Via Email
1. Access User Management Via the Administration Menu
User Management is located on your Administration Menu. Click the gear icon next to your name in the top right corner of the screen and select User Management to get started.
Note: The Administration Menu and all the tools on it are only accessible to users who have been designated as a System Admin or Admin Only role.
2. Click the Invite New User Button
Click the blue Invite New Users button on the top right side of the User Management screen.
3. Send Your Invitations
You can either invite users one at a time or invite multiple users at once with the bulk invite tool.
Add Users
Enter email addresses one at a time or upload a CSV file with up to 500 email addresses per file.
Assign User Role
Select the appropriate level of access for the user(s). Users who are designated as Admin Only will only have access to the tools on the Administration Menu. This role does not consume a seat license.
Quick Tip: User Roles |
Add Users to Groups (Optional)
You also have the option to assign your new users to a group, if you have set up groups for your account. Groups in D&B Hoovers can be created to represent groups that naturally occur within your organization, such as a sales team or geographic region. The option to add users to groups at the point of invitation will only appear if a group has been created for your account.
Quick Tip: Learn How to Create a Group Select Group Management on the Administration Menu (gear icon) to create a group. Then click the Create New Group button to get started. You will be asked to name your group and then you can assign existing users to that group or start assigning new users as you invite them. Please see the Group Management Section for more details on how to leverage groups in D&B Hoovers. |
Option B: Enable Users to Self-Register
D&B Hoovers provides a self-registration option that allows account administrators to generate a secure link that your teams can access to set up their own D&B Hoovers account. Self-registration frees the account admin from registering users one by one and is ideal for larger organizations.
The ability to self-register is based on a valid email domain. For example, if your company emails are sent to name@acme.com, any employee with an acme.com email address will be able to access the self-registration link and register themselves for access to D&B Hoovers. Each time someone self-registers, that user will consume a seat license. If no additional licenses are available, users will not be able to self-register until more seats are purchased.
1. Access User Management via Administration Menu
Open the User Management interface by clicking the gear icon in the top right of the screen and selecting User Management on the Administration Menu.
2. Go to Self-Registration Settings
Click Self-Registration Settings in the top center of the User Management screen. Your self-registration settings should be enabled by default. If not, toggle the switch next to Self-Registration to turn on this capability. (You can disable this feature at any time by toggling the switch to the opposite position.)
3. Designate your Email Domain(s)
Enter a valid email domain(s) for your organization in the Enter email domain names box and click Add. Any user that has an email address that contains this domain will be eligible to self-register for a D&B Hoovers account if they have access to the self-registration link. You can enter as many email domains as needed.
4. Share the Private Self-Registration Link with Internal Users
Copy the private link that is provided and post it to an internal site or email it to users. When a user clicks the self-registration link, they will be asked to provide an email address. If their email domain is valid, they will receive an email at the provided address with instructions to complete their D&B Hoovers registration. If the user does not provide a valid email address, they will receive a message that the provided email is not an accepted email address for registration.
This link can be invalidated, and a new link can be generated at any time to ensure a secure path for users to self-register. Simply click Invalidate existing link and generate a new private link.
A CLOSER LOOK AT SELF-REGISTRATION
Enable Self-Registration
Toggle this switch to enable or disable self-registration.
Enter Email Domain Names
You can enter as many domain names as needed. Click Remove to remove an email domain from your approved list.
Share the Private Link
Copy the link and share with users to enable them to set up their own D&B Hoovers account.