Skip to main content

How to assign a team member to a workspace?

Learn how to assign team members to specific workspaces in LeadCarnival.

Author Alex

Written by Alex

Last updated 2 months ago

πŸ‘₯ Assigning a Team Member to a Workspace​

Workspaces in LeadCarnival are isolated environments for managing LinkedIn profiles, campaigns, and teams. Assigning the right team member to the right workspace ensures they only access what they need.

πŸ‘£ Step-by-Step Guide​

βœ… Option 1: Add Member to Existing Workspace​

  1. Click your profile icon in the top-right corner
  2. Go to Account Settings
  3. Select Workspace Settings
  4. Click on Manage Workspaces
  5. Find the workspace you want to edit
  6. Click the three-dot menu (οΈ™) next to it
  7. Select Add Member
  8. Enter the teammate’s email and assign a role
  9. Click Send Invite

πŸ†• Option 2: Assign During Workspace Creation​

  1. Go to Account Settings β†’ Workspace Settings
  2. Click + Create New Workspace
  3. Name your workspace (e.g., Client - ABC Corp)
  4. Add team members by email
  5. Assign roles (Admin, Manager, Viewer, or custom)
  6. Click Create

πŸ” Workspace Access Control​

  • Each workspace is isolated: members can only access the workspace(s) they're added to.
  • Great for agencies, client work, or regional sales teams.

🎯 Summary​

Assigning members to specific workspaces keeps your data organized and secure. Whether you’re managing multiple clients or internal teams, workspace-level control makes collaboration simple and safe.