Hello Program Managers and Admins,   

We understand that these are unprecedented times and that you are working harder than ever to support your sales teams in adapting to a remote and virtual selling environment. We want to ensure that you and your team have the full range of resources to perform and excel in their roles currently. If you have unassigned licenses remaining on your Sales Navigator contract, you may want to consider provisioning them.

*Pro-tip: We recommend reaching at least 90% seat activation in order to make the most out of your Sales Navigator program.  

Accessing Account Center

As you know, Account Center allows Admins to easily manage user licenses, Groups, and perform permission assignments at scale. To access Account Center, simply hover over the ADMIN tab at the top of the Sales Navigator homepage. (See screenshots below) 

Adding Users Overview

Once in Account Center, you will see the three main tabs at the top: PEOPLE, ACTIVITY, SETTINGS.  

• Click the PEOPLE tab to organize all users and groups and manage existing admins 
• Once on the PEOPLE tab, click on the “Add users” button on the right 

As you can see, there are three ways to add users. To add users individually, select the first option: “Add users by email.” On the other hand, if you want to add users by bulk, select either of the two other options: “Add users by CRM” or “Add users by CSV.” *

*Note: The CRM option is available for Sales Navigator Team or Enterprise contracts only.

A. Adding Users by Email (Individually)

1. Click “Add users by email” from the drop-down menu.  

2. Once the pop-up window appears, enter the user’s email address in the Add users section. Remember to provision Sales Navigator licenses to the users’ corporate email addresses only – not their personal e-mails.  

3. To add another user, you can do so by separating email addresses with a comma.  

4. Click the “+” sign. 

• On the Permissions tab, select the user’s permission level. (See this page to understand the difference between a Full Admin and a Sub Admin.) 
• Optional: On the Groups tab, you can search by group name and select which group(s) to add the user(s) to. 

5. Click “Confirm.” 

*Note: If an employee's corporate email address isn’t associated with his/her existing Linkedin.com account, he/she will be prompted to add and confirm their corporate email address in the onboarding process. Furthermore, the user will have the option to sign up for a LinkedIn.com account if they don’t already have one.  

B. Adding Users by CSV (By Bulk) 

1. Sign in to your Sales Navigator account.

2. Click Admin and select the Account Center tab from the the top of Admin Home. 

   You'll be redirected to Account Center.

3. From Account Center, click People.

4. Click Add new users from the Users tab.

5. Select Add users by CSV from the dropdown.

6. Click Download the CSV template from the pop-up window.

7. Open the downloaded template in Microsoft Excel or Google Sheets and enter information for each user you'd like to add.

C. Adding Users by CRM (By Bulk)

Sales Navigator has been built to integrate seamlessly with your team's daily sales and relationship workflow. Sales Navigator is available both as a viewable widget within your CRM and can also be actively synced with your CRM* to move important information, including leads and accounts, from your CRM into Sales Navigator. Check the following Help article on how to successfully integrate Sales Navigator and your CRM.

If An Issue Occurs

When adding users by both methods A and B above, Sales Navigator will automatically send a welcome email to each new user added, and you can re-send the welcome email anytime. The newly added users will appear in the PEOPLE tab in Account Center and be “Invited” as their initial status. If any of your users have issues with receiving the activation emails, please take the following steps to resolve this:

• Provide the activation link for any user who reports they haven’t received an email OR 
• Resend the invitations via 3 different ways

Additionally, if you in order to resolve the emails not being received within your own company, we’d recommend completing these steps: 

• Add LinkedIn as a trusted email domain in your email's address book
• Add LinkedIn as a contact        
• Check with your IT department to ensure emails from LinkedIn aren't blocked or filtered
• Ensure users are checking junk/spam folders

Additional Resources

• For more common troubleshooting steps, check out this Help Center article.
• To create Groups and add Users to Groups, take a look here.
• To sync your Sales Navigator licenses with your CRM so that your sellers can easily log and import sales activity, take a look here. 
• *Pro-tip: You can filter your User list by License Status to narrow it down for easier management, and here is what each status means.  

Hope this was a helpful refresher on provisioning Sales Navigator licenses to (new) members of your organization! We believe activating all possible seats is very beneficial right now. If you have any questions on the above or need further assistance on adding users in the Account Center, feel free to reach out.  

Thank you & happy selling! 

Eva C.