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 Member - means that the user has access to the workspace manager or member access. They can see and manage all LinkedIn accounts under the workspace. Workspace managers can also add new LinkedIn accounts under the workspace.
Workspace Admin - means that the user is the admin of the workspace, has a workspace admin role, and full access to the workspace, as well as billing.
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 learn more about it here.
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?
Only the owner of the workspace can transfer the ownership of it.
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.