As an agency, you have multiple options for setting up client management, team structure, and billing. Choose what works best for your workflow.
Client access options
Choose how much control your clients have over their Extrovert account.
Option 1: Client as team member (they can log in)
Client gets their own login credentials
They connect their LinkedIn themselves
They can see analytics and campaigns
More transparent but requires client onboarding
How to set up:
Invite client with their email (Team β Invite team member)
Set them as User with "Can connect LinkedIn"
They accept invite and connect LinkedIn
Option 2: Managed account (no client login)
Client doesn't need Extrovert access
You connect their LinkedIn once
You handle everything behind the scenes
Simpler for clients, full control for you
How to set up:
Go to Team β Managed accounts
Click Add managed account
Enter client details and LinkedIn URL
Connect their LinkedIn when ready
Learn more: Working together as a team
Team structure options
Decide whether to group all clients together or keep them separate.
Option 1: One team for all clients (simple)
All clients in your main Extrovert team
Easier to manage everything in one place
Your agency team can access all client campaigns
Best for: Managing many small clients
Setup: Add each client as either a team member or managed account to your single team.
Option 2: Separate team per client (flexible)
Create a new team for each client
Complete separation between clients
Client can add their own team members
Best for: Large clients with multiple users
Setup: Create a new Extrovert team for each client, then join as an admin.
Billing options
Both options cost the same with the 20% agency discount.
Option 1: Agency pays
You handle all Extrovert billing
Include cost in your service pricing
You get 20% agency discount. Reach out to us to get the code
Simpler for clients
Option 2: Client pays directly
You sign up for affiliate program
Client signs up with your code (gets 50% off first month)
You get 20% lifetime commission
No billing management for you
Learn more: Agency partnerships and programs | Referral program