The Workspace in Expandi is designed to help you manage one or multiple LinkedIn accounts by assigning roles and permissions to other Expandi users, giving them access to manage LinkedIn account(s) under your Expandi account.

You can invite someone to manage LinkedIn accounts in different ways:

In this article, you’ll learn how to navigate the Workspace, access all available settings, and explore the options included under your Expandi workspace. For additional resources, see the “Related articles” section at the bottom of this page.

The Workspace Dashboard is your all-in-one overview of everything happening across the LinkedIn accounts in your workspace. It helps you easily monitor and manage:

Please click here to learn more about the Workspace dashboard, information you can check/access there.

Please watch the videos below for an overview of the Workspace home page, including what you can find there and the actions you can take.

A shared campaign is a campaign created by the workspace owner. Each workspace can have its own shared campaigns. This allows you to manage outreach for multiple LinkedIn accounts in one place, as well as track the progress. Please click here to learn more about it and how to create a shared campaign.

On this page, you can view all members (users) of your workspace, review pending and accepted invitations to manage a LinkedIn account, company, or workspace, and update or remove assigned roles as needed. The video below walks you through the members’ page and shows the actions you can take there.

On this page, you can create new Workspace, Company, or LinkedIn roles with specific permissions, manage existing roles, and send invitations to others to manage LinkedIn account(s) within your workspace. A video explanation is available below:

Please learn more about the 'Roles and Permissions' page here.

On the Companies page, you can view all companies created in your Workspace, see the LinkedIn accounts linked to them, or create a new company. For more details, watch the video below:

On this page, you can view the number of active seats (subscriptions) you currently have, see how many are in use and connected to LinkedIn accounts, adjust or purchase additional seats, update your payment method or billing details, cancel a subscription for a LinkedIn account, or transfer a seat to another LinkedIn account. For a detailed walkthrough, please see the video below:

Global inbox can be used to manage all conversations and messages across every LinkedIn account connected to your workspace, giving you access to all inboxes in one place. For more details, please click here and check the video below:

On the 'Integrations' page, you can set up a HubSpot, Pipedrive, or Salesforce integration for your company, as well as use Expandi's API credentials for potential API actions.

The owner of the workspace can set up a HubSpot integration for a selected company on Expandi:

To do that, click on the 'Connect' button and follow the steps here to set up the integration.

Here, you will also find Expandi API credentials, API key, and API Secret:

Expandi API keys allow advanced users to access and manage Expandi data and actions programmatically. The API is intended only for users with existing API knowledge who understand how to work with endpoints, authentication, and the potential impact of API actions. You can explore available endpoints and capabilities in the API documentation: https://api.liaufa.com/open-swagger/.

Please note that we do not provide a step-by-step article for using the Expandi API, as it supports a wide range of use cases and requires prior API experience to implement successfully and independently.

To view the API key, click on the eye icon next to it. To copy the key, click on the copy icon next to the eye icon:

To generate a new key, click on the 'Regenerate key' button.

Here, the owner of the workspace can also set up a Pipedrive integration for a selected company (or companies) on Expandi:

To do that, click on the 'Connect' button and follow the steps here to set up the integration.

Here, the owner of the workspace can set up a Salesforce integration for a selected company (or companies) on Expandi:

To do that, click on the 'Connect' button and follow the steps here to set up the integration.

On this page, you can update your Workspace name, change its image, or delete the Workspace. For a demonstration, please see the video below:

If you have created multiple workspaces or have been granted access to someone else’s workspace in Expandi, you can easily view them all and switch between them. The video below demonstrates how this works: