Giving another user admin access in Sales Navigator allows them to have full control over your team’s Sales Navigator account. This includes managing users, changing settings, viewing usage analytics, and more. While granting admin privileges provides flexibility, it also gives that user a lot of power, so you need to be sure you fully trust whoever will be an admin.
Who should be a Sales Navigator admin?
Typically, admin access is given to managers, executives, or team leaders who need to oversee and manage Sales Navigator usage and settings. Here are some examples of good candidates for admin access:
- Sales managers – They may need to add/remove users, check usage analytics, change account settings, etc.
- Operations managers – Those responsible for software/tools may need admin abilities to configure and manage Sales Navigator.
- Executives – High-level leaders often want to view adoption and usage statistics.
- Team leaders – In smaller teams, the team lead can take on an admin role to manage the tool.
Admin abilities allow these users to fully control Sales Navigator for their teams and manage all aspects of the account. You want to be careful about handing these privileges out too freely.
How to make someone an admin in Sales Navigator
Sales Navigator allows account admins to add other admins. There are two ways to make another user an admin:
- From the user profile – Go to the user’s profile page and toggle “Admin” to “On”
- In user management – Go to account settings > users > click “Make Admin” next to a user
Here are more details on each approach:
Make user an admin from their profile
Every Sales Navigator user has a profile page where you can edit their permissions and access. To make someone an admin via their profile:
- Click on the profile icon in the top right and select “Manage Users” from the dropdown menu.
- Find the user you want to make an admin and click on their displayed name.
- This opens their user profile. Toggle the “Admin” switch from “Off” to “On”.
- Click “Save” to update the user with admin privileges.
This option is handy when you just need to quickly upgrade an individual user to admin access. Next, we’ll cover making users admins through the user management page.
Make user an admin via user management
For upgrading admin status in bulk or directly from the user management screen:
- Click on the profile icon in the top right and select “Manage Users”.
- Click on “Manage Users” again from the left-side menu.
- Find the user(s) you want to make admins. Check the boxes next to their names.
- Click the button for “Make Admin”.
- Confirm the users you want to make admins.
This allows you to toggle admin permissions for multiple users at once directly from the user management page. Very handy for efficiently upgrading access for several users!
Admin functions in Sales Navigator
So what can admins actually do once they have access? Here are the key functions available to Sales Navigator admins:
- Add, remove, and manage users
- Change account settings and configurations
- View usage analytics and adoption metrics
- Export reports on activitiy and usage
- Manage integrations with other software
- Assign tags and customize metadata models
- Set up customized leaderboards
- Access premium support and training resources
Essentially, admins have full control over the entire Sales Navigator system. They can manage user accounts, oversee adoption, change configurations, access premium features, and more.
Manage users
One of the most common admin tasks is adding, removing, and managing user accounts. This includes:
- Adding new user licenses
- Upgrading or downgrading license types
- Editing user profiles and contact info
- Resending login info and resetting passwords
- Deactivating or removing users
Admins have full authority over all aspects of user accounts and permissions.
Change account settings
Admins can configure Sales Navigator to meet their team’s preferences and needs. This includes settings like:
- Connected apps and integrations
- Usage tracking preferences
- Custom tags and lead scoring
- Account branding and messaging
- Data and privacy regulations
Adjusting these and other account settings allow admins to customize Sales Navigator.
View usage analytics
To oversee adoption and usage, admins can access detailed analytics reports. Metrics include:
- Profiles viewed
- Leads exported
- Searches conducted
- Features used
- Logins and sessions
Monitoring these usage analytics allows organizations to track ROI and engagement.
Removing Sales Navigator admin access
Just as admins can grant access, they can also remove it. To downgrade a user’s admin permissions:
- Go to the user’s profile page
- Toggle the “Admin” switch to “Off”
- Click “Save” to remove admin status
This instantly downgrades them to a standard user. You can also use the user management page to remove admin access in bulk.
Best practices for Sales Navigator admins
To ensure your Sales Navigator admins are successful, keep these best practices in mind:
- Start with training – Make sure new admins take Sales Navigator training courses.
- Document responsibilities – Clearly outline admin duties like managing users, overseeing adoption, etc.
- Share analytics – Circulate usage analytics so admins can address needs.
- Review access regularly – Check admins have appropriate access and remove if necessary.
- Communicate changes – Inform users of admin changes that impact their experience.
Following these tips will help your Sales Navigator admins maximize their impact and value.
Conclusion
Making a user an admin within Sales Navigator unlocks important oversight abilities. They gain the power to manage users, settings, configurations, analytics, and more. Use care when granting this privileged access.
There are two approaches to upgrade a user to admin:
- Via their user profile – Flip the “Admin” switch on
- Through user management – Bulk change or toggle the “Make Admin” button
Admin functions allow control over the entire Sales Navigator system. Monitor admins closely and follow best practices to ensure proper use of these critical powers.