Before your team sends anything, three things need to be right: who can use the workspace, who is allowed to send, and which LinkedIn and email accounts are connected. This article shows where each is set.
There are two roles for your team:
Company Admins manage users under Company Settings → Users. The table shows each person's Role, whether they are a sending user, their LinkedIn Status and Email Status, and their Status (active, invited, expired, or blocked).
If an invitation expired or did not arrive, use Resend invite (the paper-plane icon in the user's row). A confirmation shows the email address the invitation was sent to; if it could not be sent, a message says so and you can try again. Invited users see a short setup guide, which they can skip with Skip the tour.
Only sending users can connect a LinkedIn account and a mailbox and send outreach. A sending user can connect one LinkedIn account and one email address; more mailboxes need additional email seats. A non-sending user can use the platform, for example review leads and upload connections, but cannot connect accounts for outreach.
Each user can see their own status under Personal settings → Connected Accounts → Account status.
Every sending user connects their own accounts under Personal settings → Connected Accounts:
When an account is logged out, the sidebar shows a warning and the owner gets an email; Company Admins are told too. Reconnect with Reconnect on the same page. Admins can also open a user's LinkedIn settings from the LinkedIn Status column in the Users table.
Each campaign has a Senders section, where you pick which sending users send for it and, for email, whether they use their Primary, Secondary, or Both mailboxes. The section also says what the steps need, for example Sales Navigator or Premium for InMail steps.
Under Personal settings → General, you can change your email and password and switch on Two-factor authentication. Scan the QR code with an authenticator app; if you cannot scan it, click Can't scan the QR code? to get a setup key to type in.
| Problem | What to do |
|---|---|
| A user cannot connect LinkedIn or email | They are a non-sending user, or all seats are taken. A Company Admin changes this in Company Settings → Users. |
| A user cannot open Company Settings | Only Company Admins can. Change the user's Role if they need it. |
| A mailbox or LinkedIn shows logged out | The owner reconnects it under Personal settings → Connected Accounts. |
| A campaign shows Invalid or paused itself | It has no active sender. Add one in the campaign's Senders section. |
| An invitation link no longer works | Use Resend invite in the Users table. |
| An invited user did not receive the invitation | Ask them to check their spam folder, or ask their IT team to look in the company's mail quarantine for an email from support@signalist.io. Then use Resend invite. |
This walkthrough gets you from a new workspace to your first reviewed leads. It stops before anything is sent: finding and scoring leads is safe to try, and sending stays a separate, deliberate step.
Clear responsibility helps prevent duplicate outreach, missed replies, unsafe activation, and unclear decisions. If your team uses lists, campaigns, trackers, or replies without named owners, it becomes easy for the same person to be contacted twice, for a campaign to be activated without a final check, or for replies to sit unanswered.
The free Signalist browser extension puts your lead panel right inside LinkedIn. On a profile you see whether the person is already in Signalist, their score and your history with them, and you can add them to a list or campaign without switching tabs.