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Add a New Member to Workspace

Use this guide to add new users or members who can manage your Workspace

Lee | Outreachly avatar
Written by Lee | Outreachly
Updated over a month ago

You can add new members (or users) to your workspace who will be able to view and edit campaigns. This is great if you have support staff or VA to help with your campaigns.

๐Ÿ’กUsers are only billed when a new seat is required and a LinkedIn account is added. Contact support if you need a new paid seat.

Inviting Members

  1. Select the drop-down arrow in the top left corner of your page, next to the bell icon.

  2. Select "User Settings" and then "Manage Member Access."

  3. Click "+Invite Member" You can either enter the emails of those you want to invite or copy the invite code to send them.

  4. Before sending the invite choose whether you want to invite them as a "Member" or an "Admin" - check out the Member Access Options below.

  5. The invited individuals will sign up as usual, and either automatically Join the Workspace if invited or select "Join a Workspace" and enter the code provided.

Member Access Options

  1. To set access levels the admin can decide whether the user should have "Admin" rights or be a regular "Member".
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  2. If the user should only see their account, their role should be set to "Member"

  3. If you want the new user to see all accounts their role should be set to "Admin"

  4. At any time an admin can click the three dots next to their name and select "Revoke Admin Privileges" to change their role to a member.


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  5. You can also manage with LinkedIn accounts the user can access. So it's very flexible. To do this click the three dots, choose "Manage LinkedIn Account Access" assign the accounts the user can access, and then click "Save".

๐Ÿš€ Success! You've successfully added new users and set their access rights.

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