As a Sales Navigator admin, learn how to activate users faster, manage your account and integrate Sales Navigator with your existing systems, and ensure seller success with Sales Navigator.
Guide overview
This guide can help you:
-
Assign licenses and manage Sales Navigator access.
-
Optimize your account setup.
-
Learn admin best practices.
-
Help users sell effectively with Sales Navigator.
-
Manage billing and payments.
-
Contact support.
Guidance for new admins
If you’re a new Sales Navigator admin, follow a guided checklist to get started.
1. Assign licenses and manage Sales Navigator access
Before assigning access
Consider the following recommendations before you give Sales Navigator access to users in your organization.
| Recommendations | Resources |
|---|---|
| Ask users to add their work email address to their LinkedIn account before you assign the user Sales Navigator access. Since you’ll use work emails to assign licenses, this helps prevent users from unintentionally creating a duplicate LinkedIn profile when activating their account. | Manage your email address |
| Let users know that they should use their existing LinkedIn account (if they have one) to sign in to Sales Navigator when they set up their account. | Considerations for connecting your Sales Navigator account with your LinkedIn account |
| When assigning licenses, consider the permissions level for your admins (full admin or sub-admin) and decide if the admin needs a Sales Navigator license or not. Admin‑only users don’t count against your license total and are ideal for Ops or Systems partners. | Sales Navigator permissions in LinkedIn Admin Center |
| Consider setting up SCIM to keep user data in sync between your company’s identity provider (such as OneLogin, Okta, or Microsoft Entra ID) and Sales Navigator. This keeps user attributes synchronized, and enables you to create user profiles, assign and remove user licenses, provision groups and group memberships automatically from within LinkedIn Sales Navigator. | Configure and enable SCIM for Sales Navigator |
| Consider using Single Sign-on (SSO) to allow users to authenticate using your company’s existing identity provider. | Set up Single Sign-on (SSO) for Sales Navigator |
Assign and manage access
Take the following steps to assign users Sales Navigator licenses, help users get started, and manage user access.
| Recommendations | Resources |
|---|---|
| Add users in Admin Center individually using email addresses or in bulk with CSV. If you’re using a CSV to bulk upload users, keep in mind that the employee_user_id field is optional. If you choose to use this field, each value must be unique. Uploading users with duplicate IDs can overwrite data. | Add Sales Navigator users by email in LinkedIn Admin Center Add new Sales Navigator users in bulk using CSV in LinkedIn Admin Center |
| Check which users haven’t set up their account yet, and send reminders to users who haven’t activated their licenses yet. | Resend Sales Navigator invitation emails in LinkedIn Admin Center |
| If needed, share a universal invite link with users to help them activate. You’ll need to add users in Admin Center first before the activation link will work, as the activation link alone doesn’t grant access. | Send universal invite links to Sales Navigator users in LinkedIn Admin Center |
| If a user is having trouble setting up their account, send them the troubleshooting guide or advise them to contact support if they still need help. | Sales Navigator license activation troubleshooting guide |
| After users set up Sales Navigator, help them get started by sharing the onboarding checklist for users. | Sales Navigator onboarding checklist |
2. Optimize your account setup
Set up your account to enhance seller workflows and integrate your account seamlessly with other tools.
| Recommendations | Resources |
|---|---|
| Standardize AI-assisted prospecting by adding shared products and services to help make Account IQ insights and Message Assist drafts more personalized to the products and services you offer. | Add a shared product or service as a Sales Navigator admin |
| Integrate Sales Navigator with your CRM to streamline sales workflows. Benefits include CRM sync (including auto-save, activity writeback, and ROI reporting), Embed Profiles within your CRM, data validation, and contract creation. | Get started with Sales Navigator and your CRM |
| Use your Admin Settings page to control and manage certain features of your team's accounts. | Access Sales Navigator admin settings |
| If needed, transfer data (leads, accounts, searches, and notes) between Sales Navigator account or subscription dashboards. Some information isn’t transferrable between dashboards. Keep in mind that data transfers are an overwrite process where any existing data on the destination dashboard is replaced (not merged) with new data. | Data transfer options for Sales Navigator accounts and subscriptions |
3. Learn admin best practices
Explore trainings, courses, and community forums for admins.
| Recommendations | Resources |
|---|---|
| Learn the fundamentals of how to set up your team for success using Sales Navigator to become highly effective modern sellers. | Get started with Sales Navigator for administrators Certificate Course |
| Discover how to coach users, boost team productivity, and fuel consistent growth across the customer lifecycle. | Coach and motivate my team certificate course |
| Learn from other admins in Club Navigator’s Community Hub, where you can see how other admins drive adoption, learn what’s working across industries, and get answers from peers. | Ask or share with admin & program managers (Club Navigator’s Community Hub) |
4. Help users sell effectively with Sales Navigator
Understand Sales Navigator usage trends and help users adopt best practices.
| Recommendations | Resources |
|---|---|
| View usage reports that can help you understand how your users are leveraging Sales Navigator. | Sales Navigator usage reports |
| Encourage users to take trainings, attend webinars, and visit Club Navigator’s Community Hub to learn from peers. | Tips, tricks, and training for Sales Navigator |
| Check release notes to keep informed about new features, updates, or integrations. | Sales Navigator release notes |
5. Manage billing and payments
Understand how to manage billing and payments, and learn about measuring return on investment (ROI).
| Recommendations | Resources |
|---|---|
| Learn how to manage payments in LinkedIn Admin Center, a self-serve tool that allows you to manage your purchases in one central location—without having to reach out to a sales or support representative. | Sales Navigator billing in LinkedIn Admin Center |
| If you purchased your Advanced subscription online, you can view and print receipts from LinkedIn Admin Center. | View and print receipts for your Sales Navigator Advanced account |
| If you purchased your subscription through a LinkedIn sales representative, you can add, edit, delete, or change payment information from the Payment methods section of the LinkedIn Admin Center page. | Manage your payment information for sales rep-assisted purchase |
| If you purchased your Advanced subscription online, you can purchase more licenses or remove unassigned licenses online. | Purchase or remove online licenses in Sales Navigator Advanced |
| If you purchased your Advanced or Advanced Plus subscription through a sales representative, a billing admin can purchase additional licenses. | Purchase additional licenses and job slots as a billing admin |
| Understand your Sales Navigator ROI. | ROI Reporting for Sales Navigator FAQs |
6. Contact support
If you’ve reviewed the relevant sections above and still need help, please contact our support team or contact your LinkedIn account representative.