If the user is responsible for managing its customer's LinkedIn accounts, a LinkedIn Manager invitation is needed to give the clients access to their own LinkedIn account(s).
This article focuses on how to send such an invitation. The steps on how to create a LinkedIn manager role can be found in the article Roles and Permissions | Workspaces.
Table of contents
How to invite a LinkedIn manager?
When you have a role that you would like to assign to a person who will be able to manage a LinkedIn account you can invite them following the steps in the video or the screenshots 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 manage LinkedIn account(s).
Then, you'll have to select the Access (Role) that you'll be providing to the user. This is a role from the Roles & Permissions section. You can use an already existing role (LinkedIn account manager) or create your own in the Roles & Permissions page.
Once you have the type of invitation, email, and LinkedIn account manager (or a role created by you) access selected, click on the Invite and continue button:
Then, you'll have to select the account to which you'd like to send the invitation. Click on the toggle for the relevant account and click on the Confirm button:
You'll get a confirmation once the invitation is sent.
The status of the invitation can be seen on the Members' page:
Please note that after the invitation is sent the invited user will have to accept the invitation by clicking on the received email and signing in/up to Expandi. You can find a detailed guide here!
FAQ
What will happen to the Roles (and users that have rights to these roles) if the user disconnects the account via Seat management?
The permissions will remain. The invited users will have access to the LinkedIn account but they will see that the subscription is not active.
What will happen to the Roles (and users that have rights to these roles) if the user deletes the LinkedIn account that was used to create the Roles?
All the Roles will be deleted with no option to restore them. The invited users will lose access to the deleted LinkedIn account. They will still be able to log in to Expandi but won’t be able to manage the LinkedIn account as it’s no longer there. They will only be able to add a new LinkedIn account to the platform.
What will happen to the existing LinkedIn manager roles?
We will automatically transfer them to the relevant LinkedIn accounts to the new Permissions location under the profile settings.