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How to Move LinkedIn Accounts Between Workspaces

Updated over 2 months ago

White Label (WL) administrators in OttoMatey can transfer LinkedIn Accounts between different workspaces. This guide outlines the steps to move LinkedIn Accounts and provide insights into potential limitations during the process.


Entities That Can Be Transferred Without Issues

The following items are seamlessly transferred along with the LinkedIn Account:

  • LinkedIn Accounts: The primary accounts themselves.

  • Profiles: User data

  • Messages: Sent and received messages

  • Track Events: Activity logs such as email opens, link clicks, and other actions.

Specifics of Transferring Other Entities

Campaigns, Videos, and Custom Domains

  • Videos and custom domains are not directly linked to the LinkedIn Accounts and will not be transferred.

  • Campaigns using videos or custom domains will stop. To resume, reconfigure the domain and video in the new workspace.

Labels

  • Labels are not tied to the LinkedIn Accounts.

  • When a LinkedIn Account is transferred, copies of labels in use are created in the new workspace.

  • Unused labels will not be copied.

Dash Tasks

  • Dash Tasks are linked to a LinkedIn Account and an assignee.

  • If the assignee exists in the target workspace, they will remain assigned. Otherwise, the assignee is reset.

This information can be useful when transferring entities between workspaces to prevent any unforeseen issues and ensure seamless operations.

Steps to Move LinkedIn Accounts

  1. Access the Admin Panel

    • Navigate to the Admin panel.

    • Enter the email address associated with the LinkedIn Account you want to move in the Search bar.

  2. Locate the Workspace

    • Search results will show the current workspace linked to the LinkedIn Account.

    • Tap on the workspace to open its details.

  3. Find the Credentials Section

    • Scroll down to the Credentials section.

    • Identify the LinkedIn Account you want to transfer.

  4. Initiate the Move

    • Scroll further down and click the Move Credential button.

  5. Select the Target Workspace

    • Clear the email previously entered in the Search bar.

    • Enter the name of the target workspace where the LinkedIn Account should be moved.

    • Select the desired workspace and click Move.

  6. Confirm the Transfer

    • A notification will confirm the LinkedIn Account will be relocated within five minutes.

    • Refresh the page to verify the transfer.

Verifying the Transfer

To ensure the LinkedIn Account has been successfully moved:

  1. Return to the Search bar.

  2. Enter the email address of the LinkedIn Account.

  3. Confirm it appears in the correct workspace.


If you have any questions or encounter issues, don’t hesitate to contact our Customer Support team. We’re here to help!

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