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Working together as a team

How to share campaigns with your team and comment on their behalf

Oleg Sobolev avatar
Written by Oleg Sobolev
Updated over 3 weeks ago

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.

Two access levels

User - Can manage campaigns and post comments

Admin - Everything a user can do + manage billing, team, and managed accounts

LinkedIn connection options

Can connect LinkedIn (paid seat)

  • Posts comments from their own LinkedIn profile

  • Needs one paid seat per person

  • Can also manage other people's campaigns

No LinkedIn needed (free)

  • Manages campaigns without posting from own profile

  • Posts comments on behalf of team members or managed accounts

  • Doesn't count toward seat limit

How to invite team members

  1. Go to Team section

  2. Click Invite team member

  3. Enter their email

  4. Choose access level: User or Admin

  5. Choose LinkedIn option: Can connect LinkedIn or No LinkedIn needed

  6. Click Send invite

Managed accounts

Managed accounts are for people whose LinkedIn you'll post from, but who don't need Extrovert access themselves (like clients or executives).

How managed accounts work

  • You connect their LinkedIn to Extrovert

  • All admins can manage their campaigns

  • They don't need their own login

  • Each managed account needs one paid seat

How to add managed accounts

  1. Go to Team β†’ Managed accounts tab

  2. Click Add managed account

  3. Enter their first name, last name, and LinkedIn URL

  4. Click Add account

  5. Connect their LinkedIn 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:

  1. Go to Campaign β†’ Settings and sharing

  2. Select team members to share with

  3. Click Save

Shared team members can manage prospects and approve comments for that campaign.

Common team setups

Agencies managing clients

  • Clients = Managed accounts (no login needed)

  • Agency team = Team members with no LinkedIn needed

  • Result: Agency manages everything, comments 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 needed (manage campaigns)

  • Executives = Managed accounts (marketing posts for them)

Billing and seat usage

What counts toward seats:

  • Team members who connect LinkedIn (1 seat each)

  • Managed accounts (1 seat each)

What's free:

  • Team members with no LinkedIn needed

Plan limits:

  • Light plan: Can add team members but not managed accounts. Can't share campaigns

  • Business/Pro plans: Can add managed accounts and share campaigns

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