Tagged in “Account Center”

35 articles
  • Manage Users in Bulk via CSV in Sales Navigator Account Center

    Account Center

    Add new users via CSV As an alternative to adding and updating users via Account Center directly, admins can edit CSV files offline and upload those files into Account Center to add and edit users and groups in bulk. Update existing users via CSV…

  • Update email addresses in bulk in Account Center using CSV

    Manage Users, People Management, and Account Center

    If your organization needs to update the email addresses of a number of Sales Navigator users in Account Center, you can do so via CSV upload.  When you update the email addresses of users in bulk, the welcome email is not sent to users. This…

  • Assign a TeamLink Extend license

    Admin, Account Center, People Management, and Sales Navigator TeamLink

    TeamLink Extend seats allow companies to increase the size of their TeamLink network by adding the networks of members who don't need full Sales Navigator seat capabilities. TeamLink Extend is only available on Sales Navigator Advanced and Advanced…

  • Remove Users from Sales Navigator Account Center

    Account Center and People Management

    If someone has left your organization or no longer needs to use Sales Navigator, you can remove them from your account.A few things to keep in mind when removing users:If a user has been removed, they can't access Sales Navigator, however their…

  • Manage admin permissions in Sales Navigator Account Center

    Account Center and People Management

    Account Center's admin and sub admin permissions help provide your organization’s leaders with the information, capabilities, and resources they need to support your goals. A few things to keep in mind as you manage admin permissions: Related task…

  • Manage Groups in Account Center

    Account Center and People Management

    After you've created a group, you can easily add, remove, and update users within Account Center. If you are trying to perform bulk actions on more than 2K users, to avoid long upload times, use one of the following methods: CSV uploads Groups:…

  • Create Groups in Account Center

    Account Center and People Management

    Groups are a great way to easily organize specific set of users. Admins can quickly create groups then assign licenses and set permissions via groups. After groups have been created, you can easily manage, add, and remove group members. If you are…

  • Add users by email to Sales Navigator Account Center

    Account Center and People Management

    As an admin of a Sales Navigator account, you can add users to your account at any time using Account Center. You can add users in one of the following ways:Using their email addressUsing the CRMUsing a CSV file To add users by email to your Sales…

  • Send universal invite links to users

    Manage Users, Account Center, and People Management

    As an admin, sending the universal invite link is an easy way to help users who are having trouble registering for Sales Navigator via the invitation email. Any user invited to your app instance can use the universal invite link to complete…

  • Resend invitation emails in Sales Navigator Account Center

    Account Center and People Management

    Users are automatically sent a welcome email when they're added to your Sales Navigator account. If their organizational email ID is the primary email address on LinkedIn, they'll also receive push notifications. If a user did not receive their…

  • Manage licenses in Sales Navigator Account Center

    Account Center and People Management

    As an admin, you can manage both a single license from an existing user or a set of licenses from users in your account in Sales Navigator Account Center. To unassign via the user queue: To manage licenses via quick actions: To manage user…

  • Sales Navigator Support Options

    Account Center and Admin

    Sales Navigator provides several support options for admins and users, to help resolve their product, account, or any other issues. You can reach out to these channels for support: Your organization’s help desk Sales Navigator Help Center…

  • Sign In With Google for Sales Navigator Admins – Overview

    Account Center and Manage Users

    If your organization uses a Google account, you can choose to give your users access to Sales Navigator based on their email address. This will authenticate your users via Google Sign-in or Sign in with Google, and Google will serve…

  • Account Center Enterprise Profile in Sales Navigator

    Account Center

    The Enterprise Profile is a snapshot of a user's LinkedIn information, company details, and Enterprise activity. An admin can edit employee info, review group memberships, add or remove licenses, and manage permissions from within this profile…

  • View Activity Log in Sales Navigator Account Center

    Account Center

    As an administrator in Sales Navigator, you might be interested in reviewing all activity that has happened on your dashboard. The Activity Log feature in Account Center provides you, an admin, the capability of viewing a history of actions…

  • Sync Your Licenses with Admin Home in Sales Navigator

    Account Center, Manage Users, and Admin Home

    Syncing your Sales Navigator licenses with your CRM allows users to easily log and import sales activity to and from your CRM with a simple click. You can follow these sections below to ensure all users are synced: You can either filter for…

  • Add Users by CRM in Sales Navigator

    Account Center

    As an admin of a Sales Navigator account, you can add users at any time through Account Center. To add users by CRM to your Sales Navigator account: A welcome email will be automatically sent to the new user, and they should now appear in your list…

  • Access Sales Navigator Account Center

    Account Center

    As an admin of a Sales Navigator account, you can manage users and account settings from within Account Center. To access Sales Navigator Account Center, complete the steps below: Related links: Account Center for Sales Navigator admins…

  • Set Up Single Sign-on (SSO) for Sales Navigator – Overview

    Account Center

    Sales Navigator Single Sign-on (SSO) allows your company's employees to authenticate with SSO sign in using their corporate credentials before being prompted to verify their LinkedIn credentials. After this initial authentication, a cached sign in…

  • Changes in Sales Navigator Usage Reporting

    Account Center and Reporting

    We’ve made many exciting changes to Usage Reporting that improve the admin experience, and make it easier to improve rep effectiveness in Sales Navigator. Please review the sections below to learn more…

  • Transition from Seat Management to Account Center

    Admin and Account Center

    As an admin, you will notice differences between Seat Management and Account Center, as shown below. Account Center can be accessed via https://www.linkedin.com/accountcenter/ or by clicking Admin on the Sales Nav homepage. Users are assigned…

  • Generate an Activation Link as a Sales Navigator Admin

    Account Center

    Users are automatically sent welcome emails as soon as their accounts are added to your Sales Navigator license, however, some may have trouble locating or accessing the email due to security restrictions. An alternative to re-sending the…

  • Onboard Your Team with Admin Home for Sales Navigator

    Account Center, Manage Users, and Admin Home

    To ensure everyone on your team is leveraging Sales Navigator to the fullest, we recommend reaching out to users who are in the early stages of Sales Navigator Coach. To onboard your team to Sales Navigator:   Navigate…

  • Move Between App Instances and Accounts in Account Center

    Account Center

    From your photo in the top right corner of Account Center, you can easily manage groups, users, and more for any Account Center you administrate, or return to the product's homepage.To move between app instances or accounts in Account Center: If…

  • How do I Remove Groups in Account Center?

    Account Center

    Groups are a great way to organize specific sets of users. As an admin, you can quickly and easily create groups, assign licenses, and set permissions via groups. After groups are created, you can manage, add, and remove groups and users within…

  • User Queue Actions in Sales Navigator Account Center

    Account Center

    User queue actions in Account Center allow you to easily select, manage, and update users in one view. User queue actions include: Manage Licenses Manage Permissions Manage Groups Resend Invite Send Email Remove Users If you'd like to quickly…

  • Unassign Licenses in Sales Navigator Account Center

    Account Center

    If you need to free licenses, you can unassign a single license from an existing user, or a set of licenses from users in your account.A few things to keep in mind when unassigning users:If a user has been unassigned a license, they can't access…

  • Sales Navigator User License Statuses in Account Center

    Account Center

    After being added to the system, users can be in one of three license states:Invited Activated Declined (For TeamLink Extend Invitations Only) This indicates that the user has been added to the system, but has not accepted their invitation. The…

  • Sales Navigator Account Center – Overview

    Account Center

    Account Center allows admins to manage their users, curate content, generate reports on usage, and leverage partnerships.Account Center is divided into three main tabs: To get started with Account Center, we recommend reviewing the following…