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 account themselves
They can see analytics and campaigns
More transparent but requires client onboarding
How to set up:
Invite client with their email (Team → Invite team member)
Set them as User with "Can connect LinkedIn"
They accept the invite and connect their LinkedIn account
An invite with "Can connect LinkedIn" takes a paid seat as soon as you send it. If no paid seat is free, the invite form asks you to pay for one more seat first.
Team members can be a User, Manager, or Admin. Managers can also manage managed accounts, styles, and campaign settings. Admins can additionally handle billing and team members.
As a rule, give clients the User role, give a trusted teammate who helps run accounts Manager, and keep Admin (billing and team management) for your agency.
Option 2: Managed account (no client login)
Client doesn't need Extrovert access
You connect their LinkedIn account once
You handle everything behind the scenes
Simpler for clients, full control for you
How to set up:
Go to Team → Managed accounts
Click Add managed account
Enter client details and profile URL
Connect their LinkedIn account when ready
☝️ Pro tip: Don't have the client's login details? On the connect step, choose Share with another person to send them a one-time link. They open it and connect their own account, with no Extrovert account needed, and you keep managing it.
Learn more: Working together as a team
Need to hand a campaign over to a client, or take one back? You can reassign campaign ownership from the campaign's Ownership and access tab. See Campaign ownership and how to transfer campaigns.
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
Prospect, topic and credit limits are shared by all clients in the team. One client can use more than 250 prospects while another uses fewer.
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
Each team has its own plan, its own limits and its own credit balance
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 give your agency the same 20% benefit.
Option 1: Agency pays
You handle all Extrovert billing
Include cost in your service pricing
You get 20% off your subscription for life: seats, additional prospects and additional topics. Credit packs are not discounted. To set it up, open Guides and support in the left menu, then Chat with support.
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