Extrovert offers two ways to collaborate: Team members who join your workspace, and Managed accounts for clients or executives you manage.
Team members
Team members are people who join your Extrovert workspace to help manage campaigns.
Three access levels
User - Can manage campaigns, post comments, and send DMs
Manager - Everything a User can do, plus manage managed accounts, styles, and campaign settings
Admin - Everything a Manager can do, plus manage billing and team members
Account connection options
Can connect LinkedIn (paid seat)
Posts comments and sends DMs from their own LinkedIn profile
Uses one paid seat from the moment you send the invite
Can also manage other people's campaigns
No LinkedIn needed (free)
Manages campaigns without posting from own profile
Posts comments and sends DMs on behalf of team members or managed accounts
Does not use a seat
How to invite team members
Go to Team section
Click Invite team member
Enter their email
Choose access level: User, Manager, or Admin
Choose the connection option: Can connect LinkedIn or No LinkedIn needed
Click Send invite
An invite for someone who can connect LinkedIn takes a paid seat. If a paid seat is free, the invite goes out with no charge. If all paid seats are in use, the form first shows the cost of one more seat and the button reads Pay and send invite. The seat is added only after the payment goes through. Invites for No LinkedIn needed are always free. See how seats and teams work.
See also: Remove users from team
Managed accounts
Managed accounts are for people whose LinkedIn profile you'll post from, but who don't need Extrovert access themselves (like clients or executives).
How managed accounts work
You connect their LinkedIn account to Extrovert
All admins can manage their campaigns
They don't need their own login
Each managed account uses one paid seat
How to add managed accounts
Go to Team → Managed accounts tab
Click Add managed account
Enter their first name, last name, and profile URL
Click Add account. If all paid seats are in use, the button reads Pay and add account, and the new seat is charged first.
Connect their LinkedIn account when ready
Admins can then create campaigns, manage settings, and handle all activity for these accounts.
Campaign sharing
Any team member can share their campaign with others:
Open the campaign and go to Ownership and access
In Team access, click Sharing settings
Under Who has access, choose Everyone in your team or Selected team members
Click Save
Shared team members can manage prospects and approve comments and DMs for that campaign.
Learn more: Campaign ownership and transfers
Common team setups
Agencies managing clients
Clients = Managed accounts (no login needed)
Agency team = Team members with no LinkedIn account needed
Result: Agency manages everything, comments and DMs post from clients' profiles
Companies with sales teams
Sales reps = Team members with LinkedIn connected (post from own profiles)
Marketing = Team members with no LinkedIn account needed (manage campaigns)
Executives = Managed accounts (marketing posts for them)
Billing and seat usage
What uses a seat:
Team members who can connect LinkedIn, and their pending invites (1 seat each)
Managed accounts (1 seat each)
What's free:
Team members with no LinkedIn account needed
Every seat adds 250 prospects, 1 topic and 300 credits a month to limits the whole team shares. Every plan can add managed accounts and share campaigns. The Seat usage block on the Team page shows how many seats are in use out of the seats you pay for.
Removing someone frees their seat but does not lower your bill. The seat stays paid until your renewal, and the next person you invite takes it without a new charge. To pay for fewer seats, an admin lowers the number of seats on the Plan page. During a trial you can invite as many members as you like.
Learn more: How seats and teams work