How can I use LGM as a team?
Cynthia Cazeres avatar
Written by Cynthia Cazeres
Updated over a week ago

Want to collaborate as a team in LaGrowthMachine? Then organizations are made for you!

An Organization is a Company space where each team member can have their own access to a mutualized account where everything is centralized. Each member has a login/password and each one has access to the same space where they can find all campaigns, integrations, settings, leads, identities ...

Why create an organization? To make it easy to collaborate and assign identities!

Table of contents:

Creating your own organization

Difference between member and organization

When signing up on LGM an organization and a member are automatically created. This member can invite other members.

Why invite team members? Any member can download the widget and connect their social account (no more password sharing), run one or more identities on their own widget, or simply contribute to campaigns.

Note: If you had multiple user accounts on LGM until now and would like to migrate them all to the same organization, you have to ask to the support team .

Differences between identities and members

  • Member: Member of an organization that has an LGM account and a widget. An organization can have as many members as its plan allows.

    Each member's account is free.

  • Identity: An identity corresponds to 1 sales/growth/recruiting people. One identity has a Linkedin, Twitter, and mail account. This identity is used to launch campaigns.

    Each identity is billed.

You can assign identities to specific members. This allows multiple members to import leads from LinkedIn, independently run campaigns, or match identities with members of similar locations and timezone.

Invite a member: step by step

  1. Go to the “Member Tab”

  2. Click on « Invite Members »

  3. Enter your team members emails and click on « Send invitation »

  4. The invitation will be sent. Your team member has to click on the link inside before 30 days to join your organization.

You’re all set to onboard new members!

Why should you create an Organisation?

Pooling leads for deduplication

By belonging to the same organization on LGM, you share the leads within the same space. No need to ask yourself if a colleague has already contacted a lead or what actions have already been taken... Everyone has access to the same information and everything is simplified thanks to LGM's deduplication function.

As the Audiences are stored on the same account: you have the possibility to identify leads that have already been within LGM using our 'Only lead in multiple audience' filters.

Read our guide on how to exclude current clients or recently prospected leads.

Pooling campaigns

By belonging to the same organization on LGM, you have access to all your colleagues' campaigns. No need to take screenshots to share stats or to share your login/password. Each member has access to the same information and can manage all the campaigns.

Moreover, if you decide to use the same campaigns and copywriting, you can share them across organizations.

Pooling Zapier and integrations

You can connect several services with LGM (Zappier, webhook, API ...). Its integrations are done at the organization level. Only one member of the organization has to set up its integrations and all the other members will be able to use them.

Multi identities - how to organize with the widget

  • No need to share logins: each member has his own and he can connect Linkedin profile and email address of identities running on his widget.

  • If you want your Sales to be autonomous on LGM, they’ll be able to easily identify and import their leads from Linkedin on their own

  • Each Sale can use his widget when he wants. Now, everyone can open his widget at the same time.

  • If your Sales team is often on the road or in client meetings, your widget won’t be opened all day long. It’s not a problem anymore. You can transfer your identities on one of a team member's widget which is open and automation will continue.

Assigning identities to Members

Using Organisation, you'll be able to assign identities to a single widget belonging to a single Team Member, or each identity to a different widget/team member.

Downloading the widget

Each member has to download his widget. On each first login, the widget is automatically downloaded. If not, you can download it manually :

  • For Mac, download it from here

  • For windows, download it from here

Assigning identities to the widget

  1. Go to the “Settings Tab” and click on “Manage Widget”

  2. For each identity choose on which member's widget he has to be run.

The allocation switch automatically.

Verify timezone & working hours

When you switch identity allocation, make sure to verify the timezone & working hours. They have to fit with the member's timezone/ working hours to continue to run the campaign.

What happens if I reassign an identity

When you reassign an identity to a new member, the campaigns will be played through the new member's widget. So make sure his widget is open.

It's up to you now!

We’ve shared with you the basics of using LaGrowthMachine as a team. Here’s some more reading for you :

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