If a user manages LinkedIn accounts on behalf of clients, they need to send a LinkedIn account manager invitation to grant clients access to their own account(s).
This article explains how to send that invitation. For instructions on creating a LinkedIn account manager role, please refer to the article Roles and Permissions | Workspaces.
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 by 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?
What will happen to the roles (and users that have rights to these roles) if the user disconnects the account via seat management?
Permissions will remain unchanged. Invited users will still be able to access the LinkedIn account, but they will see that the subscription is inactive.
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?
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 roles will be permanently removed and cannot be recovered. Invited users will no longer have access to the deleted LinkedIn account. Although they can still log in to Expandi, they won’t be able to manage that account since it no longer exists. Their only option will be to add a new LinkedIn account to the platform.