• How to manage notification settings?

  You can manage which notifications you receive for each workspace individually. This allows you to enable or disable specific notification types based on your preferences. By default, all notification types are enabled for a workspace. | Notifications can only be managed by agency admins. Manage workspace notifications Step 1 - Open your workspaces Go to Workspaces. Step 2 - Open the workspace details Click Details for the workspace you want to manage. **Step 3 - Open thePopular

• How to create a new client workspace?

  Create a new workspace to add and manage another client under your agency. During setup, you'll choose who pays for the workspace, configure its language, and select the country for its LinkedIn account proxies. Create a new workspace Step 1 - Start a new workspace Click Add workspace. Step 2 - Enter the workspace details Fill in the following information: Workspace name Agency owner for the workspace Payment method Workspace language **WorkspacePopular

• Configure White Label Branding (incl. custom domain)

  White label branding lets you customize the appearance of ReachBoost for your customers. It is included with the Agency Unlimited package and can be added to other agency packages for an additional fee. | If white label is not available for your account and you'd like to use it, please contact us. General Settings The General section contains the basic information for your white label configuration. Name – Internal name for your white label configuration. This is only visibPopular

• How to remove a client workspace?

  As an agency, you can manage multiple client workspaces from a single account. If you no longer want to manage a workspace, you can either disconnect it from your agency or permanently delete it. Note: Deleting a workspace is permanent and cannot be undone. All data associated with the workspace will be permanently removed. Remove a Workspace Step 1 - Open your agency workspace Log in to your agency workspace. Step 2 - Open the Workspaces page Go to Workspaces. **StFew readers

• How to invite and manage sub-workspace team members?

  You can control which users have access to each client workspace in your agency. Agency users and client users are managed differently, so it's important to add them in the correct place. Manage agency user access Agency admins automatically have access to every client workspace. Agency members only have access to the workspaces you assign to them. Step 1 - Open the workspace in agency workspace Go to Workspaces and click Details for the client workspace you want to managFew readers

• Connect a client's LinkedIn account with Invite to Connect

  If you manage client workspaces as an agency, you can invite clients to connect their own LinkedIn account without giving them access to the workspace. This is useful when clients need to authorize their LinkedIn account while you continue managing their campaigns. Note: This feature is only available for agency users in agency-managed workspaces. Send an Invite to Connect Step 1 - Open the client workspace Navigate to the client workspace where you want to connect a LinkedInFew readers

• Agency settings

  On the Settings page, you can update your agency workspace information, manage key workspace settings, and access additional features related to your subscription. Update account details The Account details section contains the information you provided when creating your workspace. Step 1 - Open the Settings page Go to Settings from the bottom-left corner of ReachBoost, or visit: https://app.reachboost.io/settings/account Step 2 - Update your account details YouPopular

• Agency dashboard

  The Agency Dashboard gives you a complete overview of the performance of your client workspaces. From a single page, you can monitor outreach performance, review important notifications, and check the status of all connected LinkedIn accounts. | Agency members only see metrics, notifications, and LinkedIn accounts for the workspaces they have access to. Key statistics At the top of the dashboard, you'll find four key performance metrics: Invitations sent – The number of connectPopular

• How to invite agency team members and manage role-based permissions?

  You can invite additional people to your agency so they can help manage client workspaces. The permissions they receive depend on whether you invite them as an Agency Admin or a Member. | Always use your team member's company email address when sending an invitation. Agency roles Role Permissions Agency Admin Has full access to the agency and is automatically granted access to all client workspaces. | Member | Cannot remove team members. Members can only aPopular