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How to Create a Workspace?

Workspaces, Creating Workspace, New Workspace, Manage, Managing Workspace, Managing Accounts, Create a Workspace, Manage Accounts, Agency.

Written by Customer Success

Workspaces allow further customization within Expandi. With Workspace, you can create various permissions for users, enabling them to manage your LinkedIn account(s).

Consider this as an agency within your account to which you can invite other users to manage the accounts.

How to Create a Workspace?

Please see the video below on how to create a new workspace:

The steps to create a new workspace are also displayed below:

  1. Go to the user/workspace menu on the right top side of the screen:

  2. Click on the 'Create a New Workspace' button:

  3. Enter the name of your Workspace and click on the Next button:

  4. The next step is to purchase your seat(s). The number of seats should match the number of LinkedIn accounts you plan to add and manage within this workspace.

    Choose your plan, select the number of seats in this subscription, enter your card details, and provide your billing email address. On the right side of the pop-up window, you’ll also see a field to apply a coupon or discount code. If you have one, enter it there, and the discount will be applied.

    After completing all the details, click on the 'Create card and pay' button to proceed.

  5. Once the payment is confirmed by your bank and the subscription is activated, the next step is to invite your colleagues to help manage the LinkedIn accounts within your workspace (optional). Please learn more about all roles and permissions here.

    In case you're not inviting anyone, you can skip this step by clicking on the 'I'll do it later' button.

Your new workspace is created now! If you'd like to learn more about navigating in your workspace, you can find our demo videos about it here.

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