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What is a Workspace and how to Navigate in it?

Workspace overview, Menu, Navigate, Manage Workspace, Company Manager, LinkedIn Account Manager, Workspace Manager, Workspace, Agency.

Patricija avatar
Written by Patricija
Updated over 2 months ago

Workspace on Expandi is a page designed to help manage single or multiple LinkedIn accounts by providing other Expandi users roles with permissions to manage and access LinkedIn account(s) under your Expandi account.

You can invite to manage the LinkedIn account(s):

In this article, we will review the workspace, how to navigate it, and show you where all the settings are located and what can be found under your workspace on Expandi. The rest of the article related to workspace can be found at the bottom of this article in the "Related articles" section.

Workspace home page

Please see the video below about the workspace home page, what can be found there, and what actions can be taken on this page.

Home page view (feature available) if the subscription is created:

Home page view (feature available) if the subscription is not created:

Workspace members page

Here you can find all your workspace members, check pending invitations sent from your workspace, and accepted ones, as well as remove or adjust the given roles. Please see a video below that explains what is on the members' page under the workspace and what actions can be done there:

Roles & Permissions page

On this page, you are able to create a Workspace, company, or LinkedIn role with permissions, as well as manage the already created ones, and send invitations to people to manage the LinkedIn account(s) under your workspace. Please see a video explanation below:

Companies page

Under the companies page you can find all companies created on your Expandi account, LinkedIn accounts added under those companies, or create a new company. Please see the video below for a further explanation:

Subscriptions & Payments

This is the page where you can check how many active seats (subscriptions) you have at the moment, how many of them are being used (are connected to your LinkedIn accounts), adjust the seats, purchase more seats, change your bank card details, or billing information, as well as cancel a subscription for a LinkedIn account or transfer the seat to a new LinkedIn account. Please see the video below for the further explanation:

Global Inbox

This is a page that will only be available and visible for bigger agencies on Expandi, that manage many LinkedIn accounts. It is a feature that can be enabled by our customer support team if the requirements for it are met.

If you do have this page available under your workspace, this is the place where you can manage all conversations, and messages, of all LinkedIn accounts added under your workspace. It allows you to see all inboxes in one place. Please see the video below for further explanation:

Workspace Settings

On this page, you can change the name of your Workspace, change your workspace image, or delete the workspace. Please see the video below for the representation:

Where to find all your workspaces and switch between them?

If you have multiple workspaces created or somebody else gave you access to their workspace on Expandi you can easily locate them all and switch between them. Please see the video below that shows how to do it:

Related articles:

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