Set Up Team Collaboration
Configure your workspace, invite team members, assign roles, and manage permissions for collaborative LinkedIn management
Reepl supports team workflows so multiple people can create content, manage contacts, and engage on LinkedIn from a shared workspace. This guide walks you through setting up your team from scratch.
Team features require a plan that supports multiple seats. Check your current plan at Settings > Subscription Plans and upgrade if needed.
Configure your workspace
Go to Settings > Workspace or open the Workspace settings page. Set your workspace details:
- Workspace name -- A recognizable name for your team (e.g., your company name)
- Default timezone -- The timezone used for scheduling and analytics across the team
- Workspace settings -- Configure defaults that apply to all team members
These settings establish the shared environment your team operates in.
Invite team members
Navigate to Settings > Team Management or open the Team Management page. Click Invite Member and enter the email addresses of the people you want to add.
Each invitee receives an email with a link to join your workspace. They can sign up for a new Reepl account or connect an existing one.
Assign roles
After members accept their invitations, assign appropriate roles:
- Admin -- Full access to all features including billing, team management, and workspace settings
- Editor -- Can create, edit, and schedule content, manage contacts, and use AI tools
- Viewer -- Read-only access to analytics, calendars, and published content
Assign roles based on each person's responsibilities. You can change roles at any time from the Team Management page.
Configure permissions
Fine-tune what each role can do by visiting Settings > Permissions or the Permissions page. Review and adjust:
- Content publishing permissions (who can publish directly vs. who needs approval)
- CRM access levels (who can view, edit, or delete contacts)
- AI tool access (which team members can use AI credits)
- Analytics visibility (who can see performance data)
Set permissions conservatively at first and loosen them as your team becomes more comfortable with the platform.
Connect team LinkedIn accounts
Each team member should connect their own LinkedIn account through Settings > Connected Accounts. This allows them to publish and schedule posts from their personal profiles.
If you manage a company page, the admin can connect the company LinkedIn page so team members can publish on behalf of the brand.
Monitor usage and credits
Keep an eye on your team's resource consumption at Settings > Usage & Credits or the Usage & Credits page. This shows:
- AI credit usage per team member
- Total posts published and scheduled
- Storage usage for uploaded media
Set expectations with your team about credit allocation so no one runs out unexpectedly mid-month.
Your team workspace is ready. Members can now collaborate on content creation, share contacts, and manage LinkedIn engagement from a single platform. As your team grows, revisit the permissions settings to ensure access levels remain appropriate.