• General info
  • What is a workspace?
  • What's exactly changed?
  • Roles and access levels
• Manage workspaces
  • Create workspace
  • Rename or delete workspace
  • Transfer workspace ownership
• Manage workspace users
  • Add user
  • Edit user role
  • Delete user
  • Manage access lists
• Manage LinkedIn accounts
  • Add or delete LinkedIn account
  • Manage access
  • Change LinkedIn account owner
  • Transfer to another workspace
• Manage orders, licenses, data credits
  • Transfer license to another workspace
  • Transfer order to another workspace
  • Transfer Data credits to another workspace

General info

What is a workspace?

The Organizations feature was upgraded and significantly extended under the new Workspaces. Linked Helper workspace is a place that allows you easily collaborate with your colleagues. 

Licenses, LinkedIn accounts, data credits, and more are now managed at the workspace level rather than tied to individual Linked Helper accounts. Workspace owners are able to assign different management roles to other users, grant access to specific LinkedIn accounts, and much more. 

When a user registers Linked Helper account, a default workspace is created. Users can also create additional workspaces which can be found in the upper left corner of Account manager window:

Now users can:

• invite other Linked Helper users and grant them roles with different permissions in the workspace;

• assign full or limited access to LinkedIn accounts they added;

• easily move LinkedIn accounts, licenses, and data credits between workspaces;

• remotely connect to a LinkedIn account that is currently running on their colleague's computer.

What's exactly changed?

In Organizations menu:

• Organizations menu converted into Workspace Management menu and contains users, access lists, and billing info. 

• Every organization's converted into a Workspace.

• Every personal Linked Helper account is converted into a Workspace.

• Workspace owner role assigned to the user who created organization the workspace was created from.

• Workspace Admin role is assigned to any other user with owner role in the old organization.

• Workspace Member role is assigned to the users with member role in the old organization (Workspace role can be changed by the Workspace Owner or Admin any time later).

In LinkedIn accounts menu:

• LinkedIn accounts menu shows only those accounts that were added or migrated to the current Workspace.

• Every workspace user except those with Guest role can see all LinkedIn accounts in a Workspace.

• Owner access to LinkedIn accounts is granted to the users who added those accounts.

• By default, LinkedIn accounts can be accessed only by their owners; however, owners can grant access to other users later.

• Proxy and machine columns are hidden, but can be set visible via settings (gear button in the upper right corner of LinkedIn accounts table).

• Every LinkedIn account is migrated into a corresponding Workspace:

  • If an account was assigned an organizational license, it will be moved to the Workspace created from that organization.

  • If an account was assigned a personal license, it will be moved to the Workspace created from the Linked Helper user account.

  • If no license was assigned to the account, it will be moved to the Workspace created from the Linked Helper user account.

In Licenses, Proxies, Billing menu:

Users can transfer paid orders, separate licenses, data credits between workspaces they are Owners or Admins of. 

Although subscriptions cannot be transferred, licenses can be detached from a subscription and moved to another workspace separately. 

Proxy can be only copied between workspaces, i.e. original record is not deleted.

Roles and access levels

Owner in Linked Helper can denote two things:

1. Role. A Workspace owner is a user who created the workspace or was granted this role by previous workspace owner. This role provides user with full control over the workspace, but not over the LinkedIn accounts in it. There can be only one workspace owner.

2. Access level.  Owner of a LinkedIn account is a user who has full access to the LinkedIn account. Owner access level is assigned by the user who adds LinkedIn account to the workspace. There can be several owners of the same LinkedIn account. 

Workspace user roles

Workspace users can have different roles that define activities a user can perform inside the Workspace. For example, a member can manage assigned LinkedIn accounts but cannot buy licenses or switch proxy.

You need to keep in mind that:

• workspace role does not provide a user with access to a LinkedIn account unless access to that account was explicitly provided by the LinkedIn account owner;

• those LinkedIn accounts that have the Workspace as their account owner can be managed by workspace owner or admins by default;

• users with the Guest role are not allowed to manage any LinkedIn account campaigns regardless of  access level granted.

You can find the list of access rights for each role if you navigate to Workspace management > Workspace users and then click inverted exclamation mark sign near the Role column:

LinkedIn accounts access level

Workspace users with Owner, Admin or Member roles can manage campaigns of a LinkedIn they are Managers or Editors of.

To find the list of access rights for each access level you need to:

• navigate to LinkedIn accounts menu;
• click inverted exclamation mark sign near the Access column:

Manage workspaces

Create workspace

To create a workspace:

1. Open Account Manager window.

2. Click on the list of workspaces in the upper left corner of Account manager window.

   

3. Click Add workspace button.
4. Set up the workspace:
   • Give it a name.
   • Click Add button.

Rename or delete workspace

1. Click the list of workspaces the upper left corner of Account manager window.
2. Click a workspace to open it.
3. Click the three-dot menu next to the workspace name.
4. Choose Rename or Delete option.

Note: only workspace owners can change the name.

Transfer workspace ownership

1. Click on the list of workspaces the upper left corner of Account manager window.
2. Click a workspace to open it.
3. Go to Workspace Management menu > Workspace users.
4. Find a workspace user you want to transfer ownership to and click the drop-down list of roles.
5. Change the role to Owner and confirm the action.

Note: workspace can have only one owner.

Manage workspace users

Add user

Note: adding users without a license is allowed only for your first workspace. If you create another workspace and want to add users in it, you'll have to buy at least one license for that workspace.

1. Open Workspace Management menu.
2. Click the Invite user button in the upper right corner of the Workspcase users tab.
3. Enter email of the person you want to invite, choose a role, and click the Invite button. 

Edit user role

1. Go to Workspace Management menu > Workspace users.
2. Find a workspace user whose role you want to edit and click the drop-down list of roles.
3. Change the role.

Delete user

1. Go to Workspace Management menu > Workspace users.
2. Click the three-dot menu next to the user's name inside the Workspcase users tab.
3. Choose Remove user option.
4. Select new owner for the user's LinkedIn accounts if there are any and confirm the action. 

Manage access lists

Access list allows you easily assign access to one LinkedIn account for several users in a couple of clicks.

Please note that access level to a LinkedIn account for a list is granted from within the LinkedIn account settings.

Create lists

1. Navigate to Workspace management > Access lists.
2. Click Add list button.
3. Give list a name.
4. Select users and click add.

Manage lists

1. Navigate to Workspace management > Access lists.
2. Click the three-dot button.
3. Choose an action:
   • Manage users to add or delete them.
   • Rename the list.
   • Delete the list.

Manage LinkedIn accounts

Add or delete LinkedIn account

Add account

By default, only LinkedIn account owner has access to its data (campaigns, messages, etc), unless access was shared at the moment of adding LinkedIn account.

• Navigate to LinkedIn accounts menu.
• Click on "Add new".

• Enter the email and password of your LinkedIn account.

• Set timezone that aligns with the LinkedIn's account country.

• Assign access to this account:

  •  select workspace as Account owner to grant workspace owner and all Admin users access by default;

  • if you want to grant specific Workspace users access to the LinkedIn account, set yourself as the account owner and use Assign access:

Delete account

It's not possible to delete LinkedIn account, but you can restrict access to the account, sign out and then archive it as per this article - How to delete a LinkedIn account from the Launcher?

Manage access

User vs Lists access

Access to a LinkedIn account can be granted either separately by selecting each user individually, or in bulk by selecting a list of users.

Things to keep in mind:

• if a user is granted different access levels, then the highest access level is applied; for example, if Editor access is granted via Lists tab and Manager access via Users tab, then the user receives Manager level;

• if you want to remove access to a LinkedIn account for particular user, you need to make sure the user is removed from all lists that have access to the LinkedIn account;

• if current workspace is set as a LinkedIn account owner, then the workspace owner and admins are granted with account owner access, and workspace members are granted with manager access;

• users with workspace guest role are always assigned with Viewer access level, even if they are in the list that has Manager or Editor access.

Grant access

1. Navigate to LinkedIn accounts menu.
2. Hover the mouse over the LinkedIn account and click Edit button:
3. Click Assign access setting:
4. In the Users tab, select users whose access you want to change, click Continue button:
5. Chose access level and click Done to save changes:

Edit or remove access 

1. Navigate to LinkedIn accounts menu.
2. Hover the mouse over the LinkedIn account and click Edit button.
3. Click Assign access setting.
4. In the Users tab, click the three-dot button next to the user whose access you want to change.
5. Chose Edit or Delete all access and save the changes.

Change LinkedIn account owner

Please note that if you set the LinkedIn account owner as current Workspace, then workspace owner and admins are granted with account owner access, and workspace members are granted with manager access. 

1. Navigate to LinkedIn accounts menu.
2. Hover the mouse over the LinkedIn account and click Edit button.
3. Choose new owner in the Account owner drop-down list:
   1. select workspace as Account owner to grant workspace owner and all Admin users access by default;
   2. select certain user as the only owner of the LinkedIn account.
4. Save changes.

Transfer to another workspace

Note: transferred account becomes unavailable for the users in current workspace.

1. Navigate to LinkedIn accounts menu.
2. Hover the mouse over the LinkedIn account and click Transfer button.
3. Choose a workspace to transfer the account to.
4. You can transfer the license and Data credits to the other workspace as well:
   
5. If account has assigned proxy, you will be offered to transfer it as well. Select the checkbox to copy  proxy settings:
   

Manage orders, licenses, data credits

Transfer license to another workspace

1. Navigate to Licenses menu.
2. Hover the mouse over the license and click Transfer button.
3. Choose a workspace to transfer the license to.
4. You can transfer Data credits to the other workspace as well.

Transfer order to another workspace

1. Navigate to Billing > Orders and invoices menu.
2. Hover the mouse over the order and click Transfer button.
3. Choose a workspace to transfer the order to.

Transfer Data credits to another workspace

1. Navigate to Billing > Data credits menu.
2. Click Transfer button in the upper right corner.
3. Choose a workspace to transfer Data credits to.