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 > Plans & Pricing 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 → Channels. 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
From an email invitation: the link opens a page that says who invited them and which workspace it's for. If they don't have a Reepl account yet, they click Accept and create account to sign up and join in one step, or Continue with Google if the invite was sent to a Gmail address. If they already have an account, they click I already have an account to sign in first. If the invite was sent to a different email, has expired, or is no longer available, the page explains what to do next.
From a shareable 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.
Existing accounts: if the invited person already has a Reepl account, the invitation also appears after they sign in, with Decline and Not now options, and as a Workspace Invitation notification in their notification bell -- clicking it opens the invite page directly (or Settings > Team for older notifications). It also stays listed under Settings > Team > Invitations for you until they act on it.
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, modify workspace settings, and post for a teammate |
| Member | Create content, and post on their own connected accounts |
| Viewer | Read-only access to workspace content |
Only owners and admins can post on a teammate's account. That post always waits for the teammate to approve, reject, or publish it themselves -- see Reviewing and approving posts.
Content Approval settings
There is nothing to turn on: a post on a teammate's account waits for them in every workspace. See the Content Approval page for what each role can do.
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.
Leave a workspace
If you belong to a workspace someone else owns, you can leave it yourself, without asking the owner to remove you. Go to Settings > Workspace, select the Settings tab, and under Danger Zone click Leave workspace. Confirm in the dialog that appears -- you lose access to the workspace and any team plan benefits it provided right away, though a workspace admin can invite you back later.
This option is only available to members, not to the workspace owner. See Workspace Settings for the full steps.
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.
Managing your team's setup
Beyond roles and posting permissions, owners and admins can also manage a few things on a teammate's behalf, each from its own settings page:
Writing Styles
Open and edit a teammate's Writing Style, and see private styles other members have hidden from each other.
Context
Edit a teammate's Personal context, used to write as them across comments, messages, ideas and Andy.
Idea Feed
Filter the idea feed to one teammate, generate ideas for them, and save, dismiss or file their ideas.
Signals
View a teammate's Signals inbox and, from Customize, set up or reset the topics behind it.
Frequently asked questions
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