1. How to Activate LinkedIn Sales Navigator Accounts
Robert Koehler
LinkedIn Sales Solutions Consultant
rkoehler@linkedin.com
©2013 LinkedIn Corporation. All Rights Reserved.

2. LinkedIn Sales Navigator
Purchaser Admin
Current LinkedIn member
Current LinkedIn member
Not a LinkedIn member
Current LinkedIn member
and Sales Navigator user
If you’re a LinkedIn Sales Navigator Purchaser
Admin, your primary job is to activate accounts for
your team. This tutorial will show you how.

3. caryabergivener@gmail.com
jeffmirin@gmail.com
czentalia@outlook.com
sfomarington@gmail.com
Start by gathering everyone’s email addresses.

4. LinkedIn Primary Email Address
Ask your users to set their company email address as the primary email
address on their own LinkedIn accounts before you attempt to activate their
LinkedIn Sales Navigator accounts.

5. To start activating accounts, log into your
LinkedIn account and select Manage Team
Accounts.
Purchaser
Admin

6. Select the type of account you want to grant.
Choose Team member for LinkedIn Sales
Navigator access.
1
2
1
2
Purchaser
Admin

7. Enter email addresses separated by commas
or returns.
Click Grant Accounts.
3
4
4
3
Purchaser
Admin

8. Notice that these users are already LinkedIn
members. You can tell because their member
information appears.
Purchaser
Admin

9. LinkedIn member information doesn’t appear for
this user. Either she hasn’t yet added this email
to her profile or she is not a LinkedIn member yet.
Purchaser
Admin

10. The Status Breakdown chart in the upper right
corner will make it easy to track how many users
have accepted your invitation.
Purchaser
Admin

11. This invitee is a LinkedIn member and receives
an email to activate her account.
Current
LinkedIn
member

12. If she logs into LinkedIn before activating via
email she’ll see a banner alert. Clicking this link
will also activate her account.
Current
LinkedIn
member

13. She’ll then see this screen to confirm her
activation.
Current
LinkedIn
member

14. LinkedIn member information doesn’t appear for
this user. First, let’s see how she would activate if
this email hasn’t been added to her profile yet.
Purchaser
Admin

15. She’ll get the same email invitation, but it will require
her to log in to her current LinkedIn profile. This will
automatically add the email to her LinkedIn profile.
Current LinkedIn member
Email address not added to her profile
Receives invitation Logs in to her current LinkedIn account Her email has been added to
her profile & she’s an activated
LinkedIn Sales Navigator user!

16. Now let’s see how she would activate if she’s not
a LinkedIn member yet.
Purchaser
Admin

17. She’ll get the same email invitation, but this time since
she’s not a LinkedIn member yet, she’ll need to sign
up for an account before she’s activated.
Not a LinkedIn member
Receives invitation Signs up for a LinkedIn account She’s a member & an activated
LinkedIn Sales Navigator user!

18. Let’s see what happens when she receives the
email invitation and clicks Activate Your
Account.
Not a
LinkedIn
member

19. She’ll be prompted to set up a new LinkedIn
account.
Not a
LinkedIn
member

20. Once she’s got a member profile started, she can
confirm that she activated successfully from her
Accounts & Settings menu.
Not a
LinkedIn
member

21. In rare cases, an invitee may already be a
LinkedIn Sales Navigator user.
Purchaser
Admin

22. An invitee who’s already a LinkedIn Sales
Navigator user will see this message that he just
needs to confirm.
Current
LinkedIn
Sales
Navigator
user

23. From the Status Breakdown chart, you can see
there’s still one invitee who hasn’t accepted. You
can send him a reminder.
Purchaser
Admin

24. Click Pending to automatically select all invitees
who haven’t accepted yet.
Purchaser
Admin

25. From the Actions menu, select Resend
Invitation.
Purchaser
Admin

26. The invitee will receive another invitation.
Current
LinkedIn
member

27. Once all your invitees have accepted, your Status
Breakdown will show 100% accepted.
• Continue to access the Manage Team Accounts page to make
additional user changes
• Monitor your team’s usage with the View usage reporting link
NEXT STEPS

28. Learn more:
http://training.linkedin.com/sales/
©2013 LinkedIn Corporation. All Rights Reserved.