Invite teammates, set roles, change your workspace name and logo, and pause, leave or delete a workspace.
Use this page to manage who has access to your workspace and how it is set up. Go to Settings › Team for people, and Settings › Workspace for everything else.Your own name, password and appearance aren’t here. They live in your avatar menu › My account.
Go to Settings › Team and click Invite a teammate.
2
Add their emails
Press Enter or comma after each address. You can add up to 20 at a time.
3
Choose a role
Pick Admin or Member. See the table below.
The invite dialog with one address added and Member chosen.
4
Send it
Click Send invite, or Copy invite link instead to share the link yourself. The link works for 7 days.
After joining, each person connects their own LinkedIn as a sender. See Connect LinkedIn.If the workspace has no free seats, the invites don’t go through. Change your plan under Billing & usage, or remove someone first. Software has 3 seats.To manage an invite that hasn’t been accepted, use Resend, Copy invite link or Cancel invite on its row.
Go to Settings › Workspace. Only owners and admins can change these.
Setting
What it does
Limit
Name
The name of your workspace
80 characters
Logo
Your logo in the app
PNG, JPG or WEBP, 2 MB
Client view
Name clients see appears at the top of the app instead of B2B Signals, for everyone in this workspace. Emails, daily digests and shared reports still come from B2B Signals. Leave it empty to show ours.
40 characters
More settings are under More options:
Setting
What it does
Company domain
Your own company. People at this domain are never contacted.
Team domains
People at these domains are never contacted: teammates, partners or investors. This is separate from the Do not contact list of people.
Comment suggestions
Suggests comments when people you talk to post. New posts show up in Approvals. Nothing is posted until you approve it.
What you offer
Messages fall back to this when a campaign has no offer of its own. Up to 600 characters.
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