The full client setup
Create a workspace for the client
From the sidebar workspace list, click + Add New Workspace. Name it after the client, set their timezone, and upload their logo. Everything you build inside this workspace stays scoped to it — no leakage between clients. See Workspaces overview.
Send a Collaboration Link to connect their LinkedIn
Inside the new workspace, go to Manage Workspace › LinkedIn Integrations, click Add New Account, scroll to Collaboration Links, pick an expiry (24 hours / 7 days / 30 days), and click Generate Secure Link. Send the URL to your client over email or Slack — they sign in to LinkedIn themselves, approve permissions, and the account drops into your Integrations list. Full walkthrough in Connect your LinkedIn account.
You never see, store, or need the client’s LinkedIn email or password. The OAuth happens entirely on LinkedIn’s side.
Set up the Brand Kit
Open Manage Workspace › Brandkit and load the client’s colors, fonts, logo, author name, and handle. Every carousel you create for them will pull from this. See Brand Kit.
Invite the client as a Client-role member
From Manage Workspace › Team Members, click Invite New Member, enter their name and email, and pick Client as the role. They get a view-only seat — they can browse the calendar, see what’s scheduled, and check analytics, but they can’t edit, schedule, or publish anything. See Invite team members.
Optional — turn on approval
If you want the client to sign off on every post before it goes live, enable approval workflow and turn Requires Approval on for the role your writers are on. Posts queue up in Pending Approval until an Admin (or the client, if you bump them up) signs off.
Why this works for agencies
- No shared logins — your client’s LinkedIn credentials stay theirs. Revoking access is one click on either side.
- Scoped billing and AI — each workspace can have its own BYOK key, so client A’s AI usage doesn’t drain client B’s allowance.
- Clean offboarding — when an engagement ends, disconnect their LinkedIn from the workspace and remove the workspace. No credentials to rotate, no logins to revoke.
Switching between clients
The WORKSPACES list in the sidebar shows every workspace you have access to. Click any name to switch — drafts, calendar, analytics, integrations, and team all reload against that workspace. There’s no “all clients” mega-view; you work inside one client at a time, which is the same model an Account Manager uses with separate browser tabs but without the tab juggling.Plan limits to know
| Plan | Workspaces | LinkedIn accounts | Members per workspace |
|---|---|---|---|
| Hobby | 1 | 3 | 3 |
| Startup | 3 | 10 | 5 |
| Business | 10 | 25 | 10 |
| Enterprise | Up to 500 | Custom | Up to 500 |
What’s next
Connect a client's LinkedIn
Step-by-step Collaboration Link flow with screenshots.
Roles and permissions
Why Client is read-only and how to layer in custom roles.
Approval workflow
Have the client sign off before scheduled posts go live.
Whitelabel
Run Carousify under your own domain and brand for clients (Enterprise).