Groups provide an efficient method to organize specific sets of users. Sales Navigator admins can create groups, assign licenses, and set permissions using groups in LinkedIn Admin Center.
Important to know
Considerations
- After groups have been created, you can add, update, or remove users.
- If you are trying to perform bulk actions on more than 2,000 users, to avoid long upload times, use one of the following methods:
- CSV uploads
- Groups: Segment users into separate sections and take bulk actions on them
To create a new group:
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Sign in to Sales Navigator.
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Click Admin in the top menu.
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Click Admin Center in the top menu.
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Click the Users tab.
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Select the checkbox next to each user you'd like to manage and click Add to queue that appears in the lower-left corner of the page.
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After you've added all the users you’d like to your queue, scroll to the top of the page and click [number of users] in user queue.
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Click Manage Groups.
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Under Select groups to add users to enter the name of the group you'd like to create in the search box. As this group does not exist yet, you'll receive a message that says No matching results.
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Click Create new group using this name.
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Click Save.
To create a new group:
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Sign in to Sales Navigator.
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Click Admin in the top menu.
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Click Admin Center in the top menu.
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Click the Groups tab.
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Click Create new group in the upper-right corner of the Groups page.
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Enter a group name and add members. You can add members by name or email address.
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Click Create.
To create a new group:
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Sign in to Sales Navigator.
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Click Admin in the top menu.
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Click Admin Center in the top menu.
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Click the Users tab.
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Select the checkbox next to each user you'd like to add to the new group.
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Under Select groups to add users to enter the name of the group you'd like to create in the search box. As this group does not exist yet, you'll receive a message that says No matching results.
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Click Create new group using this name.
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Click Save.
To create a new group:
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Sign in to Sales Navigator.
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Click Admin in the top menu.
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Click Admin Center in the top menu.
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Click the Users tab.
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Click Manage users via CSV and select from the dropdown:
- Download all users via CSV: If you'd like to add all users to groups.
- Download filtered users via CSV: If you'd like to add specific users to groups.
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Add any user attributes, groups, Licenses, or additional attributes you'd like to filter by and click Download CSV.
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Open the downloaded template in Microsoft Excel or Google Sheets and in a new column, add a column named groups.
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In the group column, add the name of the new group next to each user you'd like in the group.
Example:
Groups
Sales, Engineering, Support
Here's a tip
The user will be added to each of the groups listed in the groups column and will be removed from any groups not listed in this column. -
Return to the Users tab and click Add new users.
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Click Add users by CSV and then Upload CSV to add the CSV file you updated.
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Your CSV uploads and changes will be applied automatically.