This article clarifies the difference between a LinkedIn Account Manager, a Workspace Admin/Manager/Member, and a Company Manager role on Expandi.
The main difference is that:
Someone invited as a LinkedIn account manager can manage only selected LinkedIn account(s);
Someone invited as a Workspace manager, member, or admin can manage all of the LinkedIn accounts and companies under the workspace; workspace managers and admins can also add new LinkedIn accounts.
Someone invited as a Company manager can manage all the LinkedIn accounts under a specific/selected company (or companies).
Here, we'll go over various scenarios and the steps needed to get the desired outcome.
LinkedIn Manager | User managing a specific LinkedIn account(s)
If the main user is responsible for managing their clients’ LinkedIn accounts, they must send a LinkedIn manager invitation to grant clients access to their respective LinkedIn account(s).
The user can create a LinkedIn manager role with a specific permission set that determines what level of access the client will have for the LinkedIn account they are invited to manage.
The LinkedIn manager role is also useful when you want to manage only one LinkedIn account within a company, while ensuring that LinkedIn account owners on Expandi cannot see each other’s profiles and can access only their own LinkedIn account(s).
In this scenario, a LinkedIn manager invitation should be sent to each user account (the Expandi login) that will manage that specific LinkedIn account.
For example, if a company has three LinkedIn accounts and three different clients (Expandi user accounts) who should each manage only their own account, a LinkedIn manager invitation must be sent to each account owner. Each client will then receive a LinkedIn account manager invitation with the appropriate access role, allowing them to view and manage only their assigned LinkedIn account on Expandi.
You can create multiple permission sets (roles) and assign a different one to each client, or reuse the same permission set for multiple invitations. LinkedIn manager invitations can be configured here.
Workspace Manager/Member/Admin | User managing LinkedIn accounts under a 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 admin, manager, or member invitation is needed.
The key differences between the Workspace admin, manager, and member preset roles are that:
The Admin has access to the Workspace settings (permissions, etc.), billing-related information, and all LinkedIn accounts under the workspace.
The Manager has access to the LinkedIn accounts and can add new LinkedIn accounts, but can't see billing-related information or edit permissions.
While the Member has access to the LinkedIn accounts and companies, and won't be able to make any changes in roles and permissions created under the workspace, or add new LinkedIn accounts.
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. Please learn more 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.