There are 2 distinct user roles available on Shield: Member and Profile. Each serves a unique purpose on the platform.
TL;DR Members are users with dashboard access, and Profiles are tracked LinkedIn accounts.
Members
Members are users with access to the Shield dashboard. A Member's level of access and control on the dashboard, and within their organisation on Shield, varies according to their specific user role.
While all Members can access the dashboard, the extent of this access is determined by their assigned user role (Owner, Admin, or Regular Member).
Members on Shield can also connect their LinkedIn accounts to be tracked, combining the functionalities of both Members and Profiles.
Important: If a User needs both dashboard access and a Profile tracked, invite them as a Member first, and then connect their LinkedIn Profile.
Profiles
A Profile on Shield is equal to one personal LinkedIn account. By default, Profiles do not have access to the Shield dashboard, unlike Members, but are essentially the subjects of data collection only.
A Profile on Shield has their LinkedIn activities tracked and measured, but the person whose account is being tracked, does not interact with the Shield platform directly.
Important: If a Profile needs dashboard access, they can be invited as a Member. If you know beforehand that the user needs both, start by inviting them as a Member first.
Roles and permissions (Members only)
For Members, there are three specific roles: Owner, Admin, and Regular members. Each role has a unique set of permissions:
Owners
Owners have the highest permission level. Owners can add and remove Members and Profiles, change permission levels of other users, manage workspaces, manage billing, and delete the entire organisation on Shield.
Owners also see everyone’s data across all workspaces. Even workspaces they are not added to themselves.
Recommendation: 1 or 2 owners in an organisation on Shield.
Admins
Admins have the second highest permission level. Admins can add and remove Members and Profiles, change permission levels of other users (except for Owners), and manage workspaces.
Admins also see everyone's data across all workspaces. Even workspaces they are not added to themselves.
Recommendation: Use Admins to manage your work and accounts on Shield. Great for a highlevel view of everything and everyone.
Regular members
Regular members have the lowest permission level. Regular members cannot add or remove Members nor Profiles (except their own). Regular members only see workspaces they are added to (by an Owner or Admin).
Recommendation: Use the Regular member role for people who need access only to certain data (for example their own, or their team).
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The Shield team
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