Access Seat Management    |    Assign Tags    |    Assign Tags to New Seats     |    Create Tags

Note: 

  • Tags are only visible to admins. Seat holders cannot create, manage, or view tags.
  • New tags typically take up to 24 hours to appear in usage reporting.¬†
  • Recommended tags¬†include: location, region, role, manager name, business line, etc.

 

How to Access Seat Management

Screencast of accessing Seat Management page.
  1. In Sales Navigator, hover over Admin at the top of the page and select Seat Management from the dropdown menu.

Assign Existing Tags to Existing Seat Holders

Screencast of accessing Seat Management page.
  1. In the Seat Management page, search and select the seat holder(s) that you wish to tag by checking the box next to their name.
  2. Click on the Tag icon and a dropdown will appear.
  3. Select the tag you would like to assign by checking the box next to the desired tag.

 

Assign Tags in Bulk When Adding New Seat Holders By Email

Assign Existing Tags to Existing Seat Holders
  1. In the Seat Management page, click Assign Seats by email.
  2. Enter the email addresses of the individuals that you want to add to your organization's Sales Navigator account.
  3. Tag users by clicking on Tag Seat Holders dropdown menu. 
  4. Click Assign to finish.

 

Create and Assign New Tags to Existing Seat Holders

Assign Existing Tags to Existing Seat Holders
  1. In the Seat Management page, search and select the seat holder(s) that you wish to tag by checking the box next to their name.
  2. Click on the Tag icon and a dropdown will appear.
  3. Click Add new tag, then enter the desired tag in the text box and click Save.
  4. Select the tag from the list, and then check the box next to the tag to assign it to the selected user(s).