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Understanding Salesflow Account Structures

Sara Doreste avatar
Written by Sara Doreste
Updated this week

When setting up your Salesflow environment, choosing the right account structure is crucial to ensuring smooth operation, privacy, and flexibility for your team. Below is a breakdown of the two available structures along with their benefits and limitations.


Choosing the Right Structure

Feature

Structure A (1-to-1)

Structure B (1-to-Many)

User Autonomy

✅ High

❌ Limited

Setup Time

❌ Longer

✅ Faster

Best For

Teams and agencies needing independence and control

Agencies or managers running multiple accounts centrally



Structure A: 1-to-1

One Salesflow account connected to one LinkedIn account.

✅ Pros:

  • Full User Access & Control
    Each user has their own login and direct access to all features they are entitled to use.

  • Inbox Settings Customisation
    Users can choose to view all LinkedIn messages or limit visibility to campaign-related messages only.

  • Personalised Blacklist Management
    Users can manage their own blacklist, either applying it globally or assigning it to specific campaigns.

  • Autonomy in Campaign Management
    Users can edit their campaign settings, message templates, schedules, and more.

  • Flexible Admin Controls (for Whitelabel setups)
    Admins can assign specific features or delegate account management without impacting other users.

❌ Cons:

  • Longer Setup Process
    Each user must create their own Salesflow account before connecting it to LinkedIn, adding a few extra steps during onboarding.


Structure B: 1-to-Many

One Salesflow account connected to multiple LinkedIn accounts.

✅ Pros:

  • Faster Setup
    Only one Salesflow account needs to be created, allowing quick connection of multiple LinkedIn profiles.

  • Centralised Control
    A single person (admin or manager) manages all campaigns and account activity, ensuring consistency and avoiding disruption.

❌ Cons:

  • Limited User Access
    Only the primary account holder can access Salesflow, meaning LinkedIn account owners don’t have direct access to their data or campaigns.

  • Coordination Required for Issues
    If a LinkedIn account disconnects, resolving it requires collaboration between the admin and the LinkedIn owner.

  • Reduced Privacy for LinkedIn Owners
    Admins can view all messages, including non-campaign communication, potentially impacting user privacy.


We hope this article was helpful! However if you have any questions please do not hesitate to contact us at support@salesflow.io or via the support chat.

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