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Team access management
Team access management
Oleksandra Nesteruk avatar
Written by Oleksandra Nesteruk
Updated over 6 months ago

Access management allows sharing your Closely account with all your teammates. This feature is available only in Growth and Pro packages.
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The team management button is located at the top right of your account, under your credits counters:
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How does it work?

There are 3 roles available: Owner, Admin, and User:

  1. Owner - there can be only one account of this type.

  2. Admin - there can be more than one account with the Admin role in a team.

  3. User - there can be more than one account with the User role in a team.

Here's the list of features available for each type of account:

Owner

Admin

User

Settings

  • Invite new users;

  • Delete users;

  • See a list of all users in the Team;

  • Edit other users' roles

  • Invite new users

  • Delete users;

  • See a list of all users on the Team;

  • Edit other users' roles;

  • Remove yourself from the Team

  • Invite new users;

  • Remove yourself from the Team

Seats & Accounts

  • Assign seats from the dropdown menu to the LinkedIn accounts;

  • Detach seats from your LinkedIn accounts;

  • All accounts are visible on the Accounts tab;

  • Edit all accounts

  • Assign seats from the dropdown menu to the LinkedIn accounts;

  • Detach seats from your LinkedIn accounts;

  • All accounts are visible on the Accounts tab;

  • Edit all accounts

  • Assign seats from the dropdown menu to the LinkedIn account;

  • Detach seats from your LinkedIn account;

  • Only your account is visible on the Accounts tab;

  • Edit only your account

Linkedin Campaigns

The Owner and Admins can manage the following features for ALL accounts of the team:

  1. Create and launch LinkedIn campaigns;

  2. See the stats for all campaigns

  3. See campaign drafts

  4. Edit campaigns;

  5. Duplicate campaigns;

  6. Export from the campaigns;

  7. Delete campaigns.

A User can do all the mentioned above things only to their own LinkedIn account.

Inbox and My Network tabs

The Inbox tab can be viewed only by the users who added the LinkedIn account (the owner of it)

The owner and Admins can view the My Network tab of all users. But Users can view only the Network of their own LinkedIn accounts

Other tabs:

The Chrome Extension button is available for Owner, Admin, and User.

Lead Finder and Integrations tabs are still in the progress of adding to the Team access.

Subscription management:

The owner and Admin can do the following:

  • pay / upgrade / cancel a subscription,

  • View Subscriptions page

While User can only view the Team page along with Owner and Admin

What happens when your subscription expires?

All team members will have access to the free features of the plan.
The Team tab will remain accessible after the end of the paid period. You will be able to remove the teammates and change their roles. However, you will not be able to invite the new user to your team


If you need any additional information - please, contact our support team via the chat at the lower right corner of our website or via email - [email protected]

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