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Account Management

Managing Connected Accounts (Configuration Guide)

Article Type: Configuration Guide | Audience: Action-oriented users, administrators | Goal: Walk through connecting and configuring accounts

Managing Connected Accounts (Configuration Guide)

Introduction

This guide walks you through connecting LinkedIn accounts to ConnectSafely, configuring settings, and managing your connected accounts for optimal automation performance.

Before You Begin

Ensure you have:

  • A ConnectSafely account with available account slots
  • Access to the LinkedIn profile you want to connect
  • Admin permissions in your ConnectSafely workspace

How to Connect a New Account

Follow these steps to add a LinkedIn profile:

  1. Navigate to Connected Accounts in your dashboard
  2. Click Connect Account
  3. Complete the secure authentication process
  4. Confirm the connection

Once connected, the account is added to your workspace.

Connect Account Process

Understanding Account Details

Each connected account displays key information, including:

  • Account name - The LinkedIn profile name
  • Unique account ID - Internal identifier
  • Current status - Active, paused, or disconnected
  • Proxy location - Geographic location for the account
  • Usage metrics - Activity statistics and limits

Account Configuration Options

Configure your accounts for optimal performance:

  • Working hours - Set when the account can send messages
  • Connection limits - Daily connection request limits
  • Message limits - Daily message sending limits
  • Proxy settings - Geographic location configuration
  • Safety settings - Automation speed and safety controls

Account Status Management

Monitor and control your account status:

  • Active - Account is ready for automation
  • Paused - Temporarily stop all activities
  • Disconnected - Account needs reconnection
  • Under review - Account being monitored

Best Practices for Account Management

  • Start with conservative limits and gradually increase
  • Monitor account health regularly
  • Use appropriate proxy locations for your target audience
  • Keep accounts under daily safety limits
  • Test new accounts with small campaigns first

Troubleshooting Common Issues

Connection Failed:

  • Check your LinkedIn credentials
  • Ensure two-factor authentication is properly configured
  • Verify your ConnectSafely account has available slots

Account Disconnected:

  • LinkedIn may have requested re-authentication
  • Check for LinkedIn security notifications
  • Reconnect through the ConnectSafely dashboard

Low Engagement:

  • Review your targeting settings
  • Check message content and personalization
  • Verify account activity limits aren't too restrictive

Next Steps

Once your accounts are connected and configured:

  1. Create your first campaign
  2. Test with a small audience
  3. Monitor performance metrics
  4. Scale successful campaigns

Need Help?

If you encounter issues during setup or need guidance on optimal configuration, our support team is available to help.

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