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How To Add and Manage Team Members
How To Add and Manage Team Members

In this article, we’ll cover the difference between seats and team members, and walk you through how to add, remove, and manage them.

Alex avatar
Written by Alex
Updated this week

Managing multiple LinkedIn accounts and team members can be a headache. At We-Connect, we’ve streamlined the process, making it easy to oversee LinkedIn accounts and collaborate with your team.

Want to add team members without sharing your LinkedIn login? Need to grant clients access to campaign stats? Or maybe you just want to set specific permissions for different people? Either way, We-Connect has you covered.

What is the difference between a seat and a team member?

We-Connect categorizes LinkedIn accounts and team members differently. Understanding these differences is important if you manage large team on We-Connect,

A seat refers to any LinkedIn account connected to We-Connect. If you want to add a team member who can run campaigns from their personal LinkedIn, you will have to add a seat to your subscription. 

A team member refers to a user who can manage We-Connect for other LinkedIn accounts. While you need to upgrade your subscription to add a seat, you can add a team member to your account at any time at no extra charge.

Adding team members is a great option for:

  • Adding users without sharing LinkedIn credentials

  • Providing clients insight into your activity

  • Setting up specific permissions for users in We-Connect

How do you upgrade or downgrade your subscription?

You can add seats to your We-Connect plan at any time. There is no limit to the number of LinkedIn profiles you can connect (some large agencies manage over 200 profiles via We-Connect).

Step 1: Navigate to 'Billing' in the settings menu.

From this page, you can manage the number of seats, change your payment method, and upgrade your plan.

You can also view any past invoices.

Step 2: Click 'Edit plan' in the 'Plans' tab of the billing menu.

Step 3: Under ‘Seats,’ enter the number of LinkedIn Profiles you want to connect to We-Connect.

When adding seats, the total price changes according to the number of seats you have. If you add or remove seats during the middle of your billing period, we will automatically prorate any additional charges.

If you downgrade during your billing cycle, we will credit your account with a prorated amount

Note: If downgrading your account, removing a LinkedIn profile will not reduce your charges. You will also need to downgrade the number of active seats.

Step 4: Review your changes and click 'I agree.'

How to add a team member to We-Connect?

As mentioned above, a team member is someone who has access to We-Connect without connecting a LinkedIn profile. You can add a team member to We-Connect completely for free! Here’s how:

Step 1: From the settings menu, click ‘My Team,' then, ‘Add New.’

From the default view of the My Team page, you can see a list of team members who have access to your We-Connect account.

Step 2: Import the credentials for the new team member.

You’ll need to include information such as:

  • First Name: The first name of your team member.

  • Last Name: The last name of your team member.

  • Email Address: The email address that team members will use to log in and receive notifications.

  • Password: The password for that user (WC can generate one for you).

In the next step, we’ll cover access levels and permissions.

Step 3: Choose access levels and set permissions.

There are a few different access levels for team members within We-Connect. Here’s a deeper look:

Access Type:

  • Shared: With full access to all pages, the team member can be seen by other users and admins.

  • Private: Access is limited to a single LinkedIn account, and the team member cannot be seen by other users or admins (good choice for sales members who want visibility into We-Connect).

Access Level:

  • Read-only: The ability to view only information in We-Connect (which can be specified to certain LinkedIn profiles).

  • Full Access: The ability to create, edit, or delete any information in We-Connect (can be tailored to specific LinkedIn accounts).

Permissions:

Permissions are toggled off by default, but turning them on allows you to fine-tune each team member's user experience. For example, you can set permissions on specific pages of We-Connect, allowing team members to edit, view, or have no access to certain pages.

Step 4: Click ‘Invite Team Member’ to send an invite to their email.

From there, all the team member needs to do is log in to We-Connect using their email and password.

How do you manage multiple LinkedIn profiles on We-Connect?

You can easily switch between LinkedIn profiles without logging in or out from We-Connect or any account.

Step 1: Hover over your profile icon in the upper right corner of We-Connect.

You can click on the profile icon from any page or tab of We-Connect.

Step 2: Choose the profile you want to access.

When you click a profile, We-Connect opens that user's dashboard. If you have changed your password or updated your login information, you will have to reconnect that profile.

If you have any questions about managing, connecting, or navigating multiple profiles or team members on We-Connect, don’t hesitate to contact our support team. We’re always happy to help!

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