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 -- from workspace configuration to ongoing usage monitoring.
Team features require a plan that supports multiple seats. Check your current plan at Settings > Subscription Plans and upgrade if needed.
Set up your workspace
Configure workspace details
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.
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.
Invite team members
Only workspace owners and admins can manage team members.
Open team management
Click Settings in the left sidebar, then select Team Members under the Workspace section. You can also go directly to Settings > Team in the app.
Choose an invitation method
You have two options:
- Email invitation -- Enter the person's email address, select a role from the dropdown, and click Invite. They receive an email with a link to join.
- Shareable invite link -- Copy the invite link and share it directly. Click Regenerate to create a new link if you want to revoke the current one.
Wait for the invitee to accept
Pending invitations appear in the member list. You can Resend or Cancel a pending invitation from the actions menu.
Joining a workspace
When someone receives an invite link, they land on a join page showing the workspace name, owner name, and current member count. Depending on workspace settings, they can either:
- Join directly -- Click Join Workspace to join immediately
- Request to join -- Click Request to Join and wait for an admin to approve
After joining, the new member is redirected to the home dashboard.
Assign roles and permissions
Workspace roles
Assign appropriate roles based on each person's responsibilities. You can change roles at any time from the Team Management page by clicking the role dropdown next to a member's name.
| Role | Permissions |
|---|---|
| Owner | Full access including billing, workspace deletion, and all settings |
| Admin | Manage members, approve posts, modify workspace settings |
| Member | Create and submit content (requires approval if enabled) |
| Viewer | Read-only access to workspace content |
Fine-tune permissions
Visit Settings > Permissions or the Permissions page to adjust what each role can do:
- Content publishing permissions (who can publish directly vs. who needs approval)
- 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.
Manage existing members
The member list shows each person's avatar, email, and role. Use the search bar to find members by email.
Change a member's role
Click the role dropdown next to a member's name and select the new role: Owner, Admin, Member, or Viewer.
Remove a member
Click the delete action next to a member's entry. Confirm the removal in the dialog that appears. The removed member loses access to the workspace immediately.
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.