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:
All LinkedIn accounts under your workspace
Accounts linked to specific company (or companies) in Expandi
A single selected LinkedIn account
Or invite someone to add their own LinkedIn account to your workspace by entering their credentials themselves
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.
Switching between workspaces
If you want to switch between your workspaces, click on the name of the currently opened workspace and select another one from the list by clicking on it:
All LinkedIn accounts
By clicking on the 'All LinkedIn accounts' workspace menu option, you'll see all LinkedIn accounts that are connected to the opened workspace. Please learn more about the 'All LinkedIn accounts' page here.
Workspace dashboard
The Workspace Dashboard gives you a centralized overview of your workspace activity and performance. It allows you to track the overall connection request acceptance rate across all LinkedIn accounts in your workspace, manage workspace members, add new LinkedIn accounts, monitor recent activity in the Global Inbox, view active shared campaigns, manage integrations and companies, and access customer support or additional help resources.
Please click here to learn more about the Workspace dashboard, information you can check/access there.
Workspace analytics
The Workspace Analytics page is your all-in-one overview of everything happening across the LinkedIn accounts in your workspace. It helps you easily monitor and manage:
Important notifications that require your attention
Performance data (KPI) like connection and reply rates
Daily activity stats such as messages sent, requests made, and campaign results
Active campaigns with key metrics at a glance
Social Selling Index (SSI) scores pulled directly from LinkedIn
You can use filters to view data by company, LinkedIn account, campaign, or time range, making it simple to track performance across teams or clients—all from one central place.
If you have multiple workspaces under your user, each of them has its own 'Workspace analytics' page.
Please click here to learn more about the workspace analytics page.
Event pods
Event pods help teams coordinate LinkedIn event promotion across multiple LinkedIn accounts from a single workspace.
With event pods, you can group contributors together, add a LinkedIn event, define your ideal audience criteria, and allow contributors to help amplify the event by inviting their 1st-degree connections. This makes it easier to increase event visibility, expand reach, and drive more registrations using the combined networks of your team.
Please learn more about this feature and how it works here.
Shared campaigns
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.
Global inbox
If you have a workspace in Expandi with multiple LinkedIn accounts, we have a solution that can help you manage everyone's inboxes in one place without checking each one separately. Global Inbox will facilitate managing your customers' messages in one place. Please click here to learn more about the global inbox.
Members page
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. Please click here to learn more about the Members page.
Roles & permissions
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. Please learn more about the 'Roles and Permissions' page here.
Companies page
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. Please click here to learn more.
Subscriptions & payments
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. Please click here to learn more.
Integrations
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.
Expandi API credentials
Here, you will also find Expandi API credentials, API key, and API Secret. Click on the 'Show keys' button:
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.
HubSpot
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.
Pipedrive
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.
Salesforce
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.
Workspace Settings
On this page, you can update your Workspace name, change its image, or delete the Workspace.





































