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Inviting a Company Manager | Workspace

Company manager, Workspace, Manager, Accounts manager, Managing, Roles, Permissions, LinkedIn account, Managing accounts, Agency, Co-worker.

Written by Patricija

A company manager can manage all LinkedIn accounts connected to the company (or companies) they are invited to manage.

How to invite a company manager?

To invite a Company Manager with permission set, please follow the video or the steps below.

  1. 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:

  2. Under the Type of Invitation drop-down menu, select the option Invite to manage company(s)

  3. Select the access that you're providing. This is an access with permissions that you can create under the company manager roles tab in the Roles & Permissions page. You can either proceed with a pre-set Company manager access or the one that you created. More information on how to create a role can be found in this article - Roles and Permissions | Workspace.

  4. Once you've selected the access and entered the email address of the user, click on Invite and continue button:

  5. Now select a company (or companies) to which you'll be providing access. Click on the toggle Select to do so and then press on the Confirm button to send the invitation:

You'll get a confirmation that the invitation has been sent.

To check the status of the invitation, go to the Members' page:

FAQ

What if the user deletes the role that is assigned to a certain number of users?

When deleting a role, you’ll be asked to select a replacement role that will be assigned to the affected users. This new role will apply to both current users and invited users who haven’t yet accepted their invitation.

Please note that you cannot delete the last remaining role or delete a role if a user has only one role assigned.

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 stay the same. Invited users will still have access to 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?

All roles will be permanently deleted and cannot be restored. Invited users will lose access to the removed LinkedIn account. They will still be able to log in to Expandi, but they won’t be able to manage that LinkedIn account since it has been deleted. Their only option will be to add a new LinkedIn account to the platform.

If you have any more questions, please contact Customer Support.

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