The first person in a new organization becomes an admin automatically.
Anyone invited afterward joins as a member.
An admin can change a person’s role under Settings → Organization.
Every organization must keep at least one admin, so TalkToHumans will not let you demote the last one (otherwise everyone would be locked out of the important stuff).
Invite a teammate
1
Open organization settings
Go to Settings → Organization.
2
Invite the person
Enter their email address and send the invitation. They join the current workspace as a member.
3
Set the role
Keep them as a member for day-to-day work. Promote them to admin when they need to manage billing, users, roles, API keys, or reporting.
4
Agree on ownership
Create shared tags and inboxes that make the handoff visible, such as
Unassigned, Owned by Alex, Needs founder, and AE handoff.Understand how accounts and data are shared
A user can access several LinkedIn accounts, though most setups are simply one user, one account.- Shared across your organization: tags, templates, and AI prompts.
- Private by default: access to each LinkedIn account.
- Two users in the same organization on the same LinkedIn account: the synced conversations, network, invitations, and everything else is shared between them.
- Two users in different organizations on the same LinkedIn account: nothing is shared.