With workspaces, you're allowed to create different types of permissions in a centralized way.
Where to find roles and permissions?
Roles and Permissions settings can be found under the Roles & Permissions menu item in the workspace:
Or by going to the Home page of the workspace, looking for the Assign roles to your team section, and clicking on the Set roles & permissions button there:
What LinkedIn accounts can I manage with these roles and permissions?
You can manage LinkedIn accounts added under:
Selected Workspace (Workspace roles);
Company(s) created on Expandi (Company roles);
Or provide access to a specific (selected) LinkedIn account (LinkedIn roles).
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Workspace roles
Workspace roles provide access to the whole workspace and to the LinkedIn accounts that are added under that workspace.
There are two standard roles - Admin and Workspace member.
Admin has control over workspace settings, roles, and permissions, billing. They can also manage all LinkedIn accounts and companies added under the workspace.
Workspace members can not see and edit roles, and permissions, and billing settings of the workspace. However, they can also manage all LinkedIn accounts and companies under the workspace.
Company roles
Company roles allow you to manage selected companies and LinkedIn accounts that are attached to them.
There is a pre-set role as well called - Company manager:
LinkedIn roles (LinkedIn account manager)
LinkedIn account roles allow managing specific LinkedIn accounts. They do not provide any access to company or workspace LinkedIn accounts or settings.
There is a pre-set role called - LinkedIn account manager:
How to create a role and select permissions for it?
To create a role and select the permissions, please follow the video or the steps below.
Go to the 'Roles & Permissions', select the relevant type of role (Workspace, Company, or LinkedIn) that you'd like to create, and then press the Create a new role button:
For example, we're creating a Workspace role. Once you click the Create a new role button, a window will appear to set up the basic settings for the role, such as name, description, and access level:
N.B. The access level is only available for Workspace roles. This determines if the user has control over the workspace settings, permissions, billing and all LinkedIn accounts and companies that are under the workspace (admin type of role), or if they only have access to the LinkedIn accounts and the companies (member type of role).
Company and LinkedIn roles will only have the options for the name and the description:
Once you have the information set up and filled out, click on the Create button to proceed:
Your newly created role will appear below the already existing, pre-set roles:
Once it is there, you will have to set the permissions, i.e. the features that the user can see or manage with this role. This can be done by either selecting the pre-sets that provide a view, add, edit, or delete type of permissions:
Or by cherry-picking certain permissions to create a full-on custom role:
How to duplicate a role?
Please see the video and the steps below on how you can duplicate a role with permissions:
Click on the 3 dots button next to the role you want to duplicate:
Select the option Duplicate role:
Once you click on it, you'll be able to edit the name and the description of the duplicated role. Once it's done, click on the Create button:
This will effectively create a new role based on the permissions selected for the role that you're duplicating.
How to edit the name of the role?
This can be done by clicking the 3 dots button next to the role and then clicking the Edit name option:
You'll then see a window that allows you to edit the name and the description of the role:
Once edited, click on the 'Save' button to save the changes.
N.B. Only the user-created roles can have their names edited, as pre-set roles don't have this option.
How to delete a role?
A role can be deleted by pressing the 3 dots button next to the role and then clicking on the Delete role option:
If a role is already in use, you'll have to unassign the user(s) that has this role. This can be done with the help of the article - How to Check-Remove-Change the User's Access? | Members' page.
N.B. Pre-set roles cannot be deleted; only the ones that the user has created can.