If you invited somebody to help you manage LinkedIn account(s) on Expandi that are added under your Workspace, or Company or gave access to a user to manage a specific LinkedIn account on Expandi and would like to remove that access now or change it, you're in the right place!
In this article, we'll go through the steps that must be taken if you wish to remove/change the access of a Workspace, Company, or LinkedIn role for a selected user.
Where can you find all the users who have access to the LinkedIn account(s) in your workspace?
All users that you provided access to can be found in the workspace under the Members menu item:
Where to see what access was given to the invited user?
The role and access provided to the user can be found under the ACCESS TO column:
The first user displayed on the Members' page is the owner of the workspace, that's why under the "Access to" column, by the first user in the list, it says "Workspace owner":
Workspace Manager - means that the user has access to manage the workspace, and was invited to a workspace as a workspace member.
Workspace Admin - means that the user is the admin of the workspace, has a workspace admin role.
1 company - means that the user has a company manager role and currently manages one company under the workspace and LinkedIn accounts under that company.
1 LinkedIn account - means that the user has access to manage one LinkedIn account under the workspace.
3 companies + 1 LinkedIn account - means that the user has access to manage 3 companies (company roles invitation) and also has separate access to manage a LinkedIn account (LinkedIn roles invitation).
Where to check the name of the role assigned to the user?
To check the name of the role(s) assigned to the user, on the Members' page, next to the user you'd like to check, click on the 3 dots button:
And click on the Edit access button:
A window on the right side of the screen will appear, where you can see the access level (Workspace, company, LinkedIn) assigned to the user and the name of the role:
Where to check what permissions the role has and how to adjust them?
Once you check what role the user was given access to workspaces, company, or LinkedIn account with and know the name of the role, you can then check what permissions that role includes by following the steps below:
Go to the Roles & Permissions page:
Depending on the roles given to the users, click on the Workspace, company, or LinkedIn roles tab. In this example, since we're looking for the workspace role, we'll be going to the workspace roles tab:
Once the tab is selected, look for the role that you saw the name of in the Members' page by clicking on the 3 dots button next to the user. In this case, we're looking for the role named Workspace member:
Once you locate the role, you can then click on it and see what permissions it includes and make changes in the role (if it's not one of our pre-set roles), please see the video below for the steps:
How to change the role/access assigned to the user (on the Members' page)?
Workspace roles
To change the access or the currently assigned role to the user, you should:
Click on the 3 dots button next to the user:
Then click on the Edit access button:
And click on the edit icon next to the role assigned:
A pop-up window will appear where you can click on the x button to remove the current role or click on the name of the role to select a different role:
If you click on the name of the current role assigned, a drop-down list will appear with available roles for this access and you can select a different role instead by clicking on it:
Once a different role is selected click on the Save and continue button to apply changes:
Company roles
Click on the edit icon next to the company role:
Then in the pop-up window by clicking on the toggles next to the companies displayed you can enable or disable access to those companies and LinkedIn accounts added under them:
Once the changes are done, click on the Confirm button to save them:
LinkedIn roles
Click on the edit icon next to the LinkedIn role:
Then click on the toggle next to a LinkedIn account visible in the pop-up window to enable or disable access to manage it:
Once the changes are made, click on the Confirm button to save them:
How to transfer the ownership of a workspace to another user?
If you'd like to transfer your ownership of a workspace to another user, you can do this by:
Clicking on the 3 dots menu next to the 'workspace owner' record in the 'Members' page.
Then you would click on the 'Edit access' button and on the 'Transfer ownership' option:
Then enter the email address of the user (Expandi login email address) that you'd like to transfer the ownership of your workspace to (make the user the owner of it instead), and select the role for yourself in that workspace. Since you won't be the owner of it anymore.
Once all of the above is done, click on the 'Transfer ownership' button, and the ownership of your workspace will be transferred.
How to give new access to the user?
Click on the 3 dots button next to the user:
Then click on the Edit access button:
Click on the + icon next to the role you'd like to add:
Adding Company role
If you're adding a Company role, you'll have to select the access you'd like to give with it (role), click on the Invite and continue button, and select the companies you wish the user to manage. Once selected, click on the Confirm button to save the changes:
Adding LinkedIn role
For the LinkedIn role, you have to select the access from the drop-down menu, click on the Invite and continue button, select the LinkedIn account(s) you'd like to give access to, and click on the Confirm button:
Adding Workspace role
To add a workspace role, click on the edit icon next to it, select the Workspace role from the drop-down menu, and click on the Save and continue button to apply changes:
The new Company, Workspace, or LinkedIn role access is now given to the user!
How to delete the access?
Access to any role added for the user can be deleted in the same way.
Click on the 3 dots button next to the user:
Then click on the Edit access button:
Click on the delete icon next to the role/access you wish to remove for the user:
Once it's done, the role will be removed.
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