This article clarifies the difference between a LinkedIn Account Manager, a Workspace Admin/Member, and a Company Manager roles on Expandi.
The main difference is that:
Someone invited as a LinkedIn account manager can manage only one account;
Someone invited as a Workspace member or admin can manage all of the LinkedIn accounts and companies under the workspace;
Someone invited as a Company manager can manage all the LinkedIn accounts under a specific/selected company (or companies).
Here we outline various scenarios and what steps must be taken in order to achieve the desired outcome.
LinkedIn Manager | User managing a specific LinkedIn account
If the main user is responsible for managing its customer's LinkedIn account, a LinkedIn manager invitation is needed to give the clients access to their LinkedIn account(s).
The user can create a LinkedIn manager role with permission set that the client should have over the LinkedIn account they are invited to manage.
The LinkedIn manager role should also be used if you want to manage only one LinkedIn account under a company and LinkedIn account owners on Expandi should not be able to see each other's profiles and have access only to their own LinkedIn account(s).
In this case, a LinkedIn manager invitation should be sent from every LinkedIn account under the company to the user account (Expandi login account), that will be managing that one LinkedIn account that the invitation was sent from.
For example, if you have 3 LinkedIn accounts in the company with 3 clients (Expandi user accounts) who should be able to manage only their respective accounts then a LinkedIn manager invitation would have to be sent from each LinkedIn account to the specific user account. Once the invitation is accepted, that user will be able to manage the LinkedIn account that the invitation was sent from.
You can set up multiple permission sets (roles) and assign a different one for each client or share one permission set for multiple invitations. LinkedIn manager invitations can be set up here.
Workspace Member/Admin | User managing LinkedIn accounts under specific Workspace
If a Workspace owner has multiple LinkedIn accounts added under the workspace and is looking for a user to help them manage all of those LinkedIn accounts, then a Workspace member or admin invitation is needed.
The key difference between the Workspace Member and Admin roles is that:
The Admin has access to the Workspace settings (permissions, etc.), billing related information, and all LinkedIn accounts under the workspace;
While the Member has access to the LinkedIn accounts, companies only and won't be able to make any changes in roles and permissions created under the workspace.
With the Workspace role, you will be managing all LinkedIn accounts under the workspace and companies created there.
After desired permissions are created, a Workspace role invitation should be sent to the person who should manage all LinkedIn accounts under the workspace. Workspace role invitations can be set up here.
Company Manager | Users can manage all LinkedIn accounts under a specific/selected company
While the Workspace role allows you to manage all LinkedIn accounts under the companies connected to the Workspace, with the company manager role you can select a specific company (or companies), create a permission set for it, and invite someone to manage all LinkedIn accounts under that company (or companies).
Different roles and permissions can be created for every company under the Expandi user account. So you are able to create separate roles and permissions for selected companies.
To invite a company manager with permission set, please follow the steps here.