By sending a workspace member or admin invitation you can invite other members (Expandi users) to access your Workspace and help you manage LinkedIn accounts under it.
This will allow other users to see the workspace-related settings, billing along with the LinkedIn accounts and companies that are added to the workspace, or only manage LinkedIn accounts under the workspace (depending on the role selected).
How to invite a member to be an admin or a manager of your workspace?
Please see the video below that shows how to do it and explains more about it:
The steps on how to do it can also be found below:
Click on the +Add new button and select an option Invite member:
This can also be done by clicking on the + icon next to the Members menu option on the left side of the screen:
Under the Type of Invitation drop-down menu select the option Invite to join the entire Workspace. This invite provides the user with complete visibility of all LinkedIn accounts under the specific workspace. It gives the ability to add & manage all LinkedIn accounts:
Enter the email address of the user you'd like to invite to manage your workspace. Keep in mind, that the email address you enter would be the email address that they use to log in to their Expandi account, or if they do not have an account with this email yet, they'd have to create one.
Select the access that you'd like to give with this role. There are two default roles available. One of them is the Admin role and the other one is the Workspace member role.
Admin - has control over workspace settings, permissions, billing and can manage all LinkedIn accounts and companies under the workspace.
Workspace member - cannot see and edit permissions and billing settings but has access to all LinkedIn accounts and companies under the workspace.
Once all the information is selected and filled out, click on the Invite and continue button:
After that, you'll get a notification that the invite was sent successfully:
Where to see the status of the invitation to manage my workspace?
You can check if the sent invitation is still pending or accepted by the user by clicking on the Members menu item under your workspace:
This is how a pending invitation will look on the 'Members' page:
And this is how the accepted invitation will look like:
Please learn more about the members' page and what actions can be taken on it here.
If there are more questions, feel free to reach out to our Support team!