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
Go to Team section
Click Invite team member
Enter their email
Choose access level: User or Admin
Choose LinkedIn option: Can connect LinkedIn or No LinkedIn needed
Click Send invite
See also: Remove users from team
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
Go to Team β Managed accounts tab
Click Add managed account
Enter their first name, last name, and LinkedIn URL
Click Add account
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:
Go to Campaign β Settings and sharing
Select team members to share with
Click Save
Shared team members can manage prospects and approve comments 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 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
Learn more: How seats and teams work