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).
Table of Contents
Workspace roles
Workspace roles provide access to the whole workspace and to the LinkedIn accounts that are added under that workspace.
There are 3 standard roles - Admin, Workspace manager, and Workspace member.
Admin (preset role) has control over workspace settings, roles, permissions, and billing. They can also manage all LinkedIn accounts and companies added under the workspace.
Workspace manager (preset role) cannot see or edit permissions and billing settings. However, they can manage all LinkedIn accounts and companies under the workspace, as well as add new LinkedIn accounts.
Workspace members (preset role) can not see and edit the roles, permissions, and billing settings of the workspace. However, they can manage all LinkedIn accounts and companies under the workspace. This role does not include permission to add new LinkedIn accounts.
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?
Go to the 'Roles & Permissions', select the relevant type of role (Workspace, Company, or LinkedIn) that you'd like to create, and then click on the 'Create a new role' button
For example, we're creating a Workspace role. Once you click on 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 applies only to Workspace roles and defines the scope of a user’s access. It determines whether a user has full workspace-level control (settings, permissions, and billing), limited workspace-level access (such as managing LinkedIn accounts and adding new ones), or access only to existing LinkedIn accounts and companies within the workspace. This depends on the access role selected; all workspace access roles are described here.
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 only for the new roles that you created or duplicated. You won't be able to adjust permissions for the preset roles.
To adjust/select the permissions, you can select all at once by clicking on the 'View', 'Add', 'Edit', 'Delete' checkboxes
or by cherry-picking certain permissions to create a full-on custom role. Click on the toggles to enable/disable a specific permission in the role
How to duplicate a role?
Click on the 3 dots button next to the role you want to duplicate
Select the option 'Duplicate role'. When duplicating a preset role, only the 'Duplicate role' option will be available in the 3 dots menu.
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?
The name can only be edited for custom roles. For the preset roles you won't be able to change/edit the name.
You can edit the name by clicking on 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?
Only custom roles can be deleted. You won't be able to delete the preset roles.
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.