Multilogin Team Collaboration: Best Practices Guide

Maximize team productivity with Multilogin’s collaboration features. This guide covers setup, permissions, workflows, and best practices for agencies and teams.

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🎯 Team Plan Overview

Team Plan

€99.50/mo

✅ 300 browser profiles
✅ 3 team seats
✅ Profile sharing
✅ Team collaboration tools
✅ Priority support
✅ Advanced automation

Scale Plan

€199.50/mo

✅ 1,000 browser profiles
✅ 7 team seats
✅ All Team features
✅ Dedicated account manager
✅ Custom integrations
✅ Advanced reporting

👥 Part 1: Team Setup & User Management

Adding Team Members

Step 1: Access Team Settings

Multilogin App → Settings → Team Management → Invite Member

Step 2: Send Invitations

Required Information:

Email address
Role/permission level
Optional: Custom message

Invitation Process:

Enter team member email
Select role (Admin/Editor/Viewer)
Choose default access level
Send invitation
Team member receives email with setup link

Permission Levels Explained

Feature	Owner	Admin	Editor	Viewer
Create profiles	✅	✅	✅	❌
Edit profiles	✅	✅	✅	❌
Delete profiles	✅	✅	❌	❌
Share profiles	✅	✅	✅	❌
Manage team	✅	✅	❌	❌
Billing access	✅	❌	❌	❌
Add proxies	✅	✅	✅	❌
View profiles	✅	✅	✅	✅
Export data	✅	✅	❌	❌
API access	✅	✅	✅	❌

Best Practices for Role Assignment

👑 Owner

Who: Business owner, founder
Access: Full control
Use when: Financial decisions needed

🛡️ Admin

Who: Team lead, manager
Access: Everything except billing
Use when: Trusted team leaders

✏️ Editor

Who: Regular team members
Access: Create/edit profiles
Use when: Daily operations staff

👁️ Viewer

Who: Clients, auditors
Access: Read-only
Use when: Reporting/monitoring only

Folder Structure Best Practices

Recommended Hierarchy:

📁 By Client
  └─ Client A - E-commerce
      ├─ Amazon Accounts (5 profiles)
      ├─ eBay Accounts (3 profiles)
      └─ Shopify Store (2 profiles)
  └─ Client B - Social Media
      ├─ Facebook Pages (10 profiles)
      └─ Instagram Accounts (8 profiles)

📁 By Platform
  └─ Amazon
      ├─ Seller Accounts
      ├─ Vendor Accounts
      └─ Affiliate Accounts
  └─ Facebook
      ├─ Business Pages
      ├─ Personal Profiles
      └─ Ad Accounts

📁 By Team Member
  └─ John - Account Manager
  └─ Sarah - Content Creator
  └─ Mike - Automation Specialist

📁 By Project
  └─ Q1 Campaign
  └─ Holiday Season 2025
  └─ Product Launch

Method 1: Individual Profile Sharing

1. Right-click profile
2. Select "Share"
3. Choose team members
4. Set permissions:
   - Can edit
   - Can view only
   - Can delete
5. Click "Share"

Method 2: Folder Sharing

1. Right-click folder
2. Select "Share Folder"
3. Choose team members
4. All profiles in folder shared automatically
5. New profiles added to folder auto-shared

Method 3: Bulk Sharing

1. Select multiple profiles (Ctrl+Click)
2. Right-click selection
3. Choose "Share Selected"
4. Apply to all selected profiles

Profile Naming Conventions

Format: Platform-Purpose-ClientName-Number

Examples:

Amazon-Seller-ClientA-01
FB-BusinessPage-Nike-Main
Instagram-Influencer-JohnDoe-Personal
eBay-Dropship-EU-Store01
LinkedIn-Lead-Agency-Profile5

Benefits:

✅ Easy searching/filtering
✅ Clear ownership
✅ Scalable system
✅ Professional organization

🔄 Part 3: Workflow Optimization

Team Workflow Templates

📊 Social Media Agency Workflow

Roles:

Account Manager (Admin)
Content Creators (Editors)
Clients (Viewers)

Process:

Account Manager:
- Creates client folders
- Sets up profiles with proxies
- Shares profiles with team
Content Creators:
- Access assigned client profiles
- Post content
- Respond to comments
- Document in profile notes
Clients:
- View-only access
- Monitor activity
- Request changes via tickets

Tools:

Shared profile notes for communication
Tags for status (Active, Paused, Review)
Screenshots for client reporting

🛒 E-commerce Team Workflow

Roles:

Operations Manager (Admin)
Listing Specialists (Editors)
Customer Service (Editors)
Analysts (Viewers)

Process:

Operations Manager:
- Creates store profiles by marketplace
- Assigns proxies (one per store)
- Sets up automation scripts
Listing Specialists:
- Create/update product listings
- Optimize titles and descriptions
- Upload images
Customer Service:
- Access message centers
- Respond to customers
- Handle returns/refunds
Analysts:
- View sales data
- Generate reports
- Monitor metrics

Best Practices:

One profile = one store account
Separate profiles for different marketplaces
Daily handoff notes in profile comments
Weekly team sync meetings

🤖 Automation Team Workflow

Roles:

DevOps Lead (Admin)
Automation Engineers (Editors)
QA Testers (Editors)

Process:

DevOps Lead:
- Maintains profile pool
- Manages API access
- Handles proxy rotation
Automation Engineers:
- Write automation scripts
- Test on dev profiles
- Deploy to production profiles
QA Testers:
- Verify automation runs correctly
- Check for detection issues
- Report bugs

Infrastructure:

Separate dev/staging/prod profile sets
Version control for automation scripts
Monitoring dashboard for profile health
Rotation schedule for profile usage

🔐 Part 4: Security & Access Control

Security Best Practices

🚨 DON'T

Share owner account credentials
Give everyone Admin access
Use personal emails for team accounts
Skip 2FA setup
Share profiles with unlimited access
Keep inactive members

✅ DO

Use principle of least privilege
Enable 2FA for all accounts
Regular access audits (monthly)
Use work emails only
Document access reasons
Remove access when not needed

Access Audit Checklist

Monthly Tasks:

Review all team member access levels
Remove inactive users (30+ days)
Verify profile sharing permissions
Check for unused profiles
Update proxy credentials
Review API key usage
Audit automation scripts

Quarterly Tasks:

Full security review
Update team documentation
Verify 2FA is enabled for all
Review billing and seat usage
Conduct team training

💬 Part 5: Communication & Collaboration

Using Profile Notes Effectively

Profile Notes Template:

📋 Profile Information
- Platform: Amazon Seller
- Client: Client A
- Status: Active
- Last Activity: 2025-12-09

🔑 Login Details
- Email: stored in vault
- Password: stored in vault
- 2FA: Google Authenticator

🌐 Proxy Details
- Provider: Smartproxy
- IP: 192.168.1.100
- Location: New York, US
- Last Changed: 2025-12-01

📝 Recent Updates
- 2025-12-09: Updated product listings
- 2025-12-08: Responded to customer messages
- 2025-12-07: Changed main product image

⚠️ Important Notes
- Prime Day campaign active until Dec 15
- Inventory low on SKU-12345
- New policy update effective Jan 1

Team Communication Channels

Internal Communication:

Profile notes for profile-specific updates
Shared document for team policies
Slack/Teams for real-time chat
Weekly team meetings

Client Communication:

Viewer access for transparency
Weekly email reports
Monthly performance reviews
Dedicated support channel

📊 Part 6: Monitoring & Reporting

Team Activity Dashboard

Key Metrics to Track:

Metric	Description	Goal
Active Profiles	Profiles used in last 7 days	80%+ utilization
Automation Success	Scripts running without errors	95%+ success
Proxy Health	Proxies passing checks	98%+ uptime
Team Response Time	Avg. time to handle tasks	< 2 hours
Account Bans	Profiles flagged/banned	< 1% monthly
Client Satisfaction	Client feedback scores	4.5+/5.0

Reporting Templates

Weekly Team Report:

# Team Report: Week of Dec 9-15, 2025

## Highlights
- 250 profiles active (83% utilization)
- 1,250 automation runs (98% success)
- 15 new profiles created
- 0 account bans

## Team Performance
- John: 45 profiles managed, 0 issues
- Sarah: 38 profiles managed, 2 minor issues
- Mike: 67 automation runs, 1 failed

## Issues & Resolutions
- [RESOLVED] Proxy timeout on Profile-123
- [PENDING] Chrome update needed for 5 profiles
- [MONITORING] Facebook algorithm change impact

## Next Week Goals
- Launch holiday campaign (50 new profiles)
- Upgrade proxy plan
- Team training on new features

⚡ Part 7: Productivity Tips

Keyboard Shortcuts

Profile Management

Ctrl + N - New profile
Ctrl + D - Duplicate profile
Ctrl + E - Edit profile
Del - Delete selected

Selection

Ctrl + A - Select all
Ctrl + Click - Multi-select
Shift + Click - Range select
Ctrl + F - Search profiles

Actions

Enter - Start profile
Ctrl + Q - Stop profile
Ctrl + S - Save changes
F5 - Refresh list

Time-Saving Automations

1. Bulk Profile Creation Script

# Create 10 profiles with consistent settings
template = {
    "name": "Client-A-Profile-",
    "browser": "mimic",
    "os": "win",
    "proxy": "smartproxy-pool-1"
}

for i in range(1, 11):
    profile = create_profile(
        name=f"{template['name']}{i:02d}",
        settings=template
    )
    print(f"Created: {profile.name}")

2. Daily Health Check Script

# Check all team profiles daily
def health_check():
    for profile in get_team_profiles():
        if not profile.proxy_working():
            alert_team(f"Proxy issue: {profile.name}")
        if profile.last_used > 30_days:
            alert_team(f"Unused profile: {profile.name}")

🎓 Training & Onboarding

New Team Member Checklist

Day 1: Setup

Create Multilogin account
Enable 2FA
Install Multilogin app
Join team workspace
Review team documentation

Day 2-3: Training

Watch setup tutorial video
Practice creating test profiles
Learn proxy configuration
Understand naming conventions
Shadow experienced team member

Day 4-5: First Tasks

Assigned 3-5 profiles to manage
Complete first automation task
Document work in profile notes
Attend team standup meeting
Ask questions and get help

Week 2+: Full Integration

Manage full profile load
Contribute to team workflows
Mentor new team members
Suggest process improvements

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Last Updated: December 9, 2025 • Guide Version: 2.0 for Multilogin Teams

Multilogin Team Collaboration: Best Practices Guide#

🎯 Team Plan Overview#

Team Plan

Scale Plan

👥 Part 1: Team Setup & User Management#

Adding Team Members#

Permission Levels Explained#

Best Practices for Role Assignment#

👑 Owner

🛡️ Admin

✏️ Editor

👁️ Viewer

📁 Part 2: Profile Organization & Sharing#

Folder Structure Best Practices#

Profile Sharing Methods#

Profile Naming Conventions#

🔄 Part 3: Workflow Optimization#

Team Workflow Templates#

🔐 Part 4: Security & Access Control#

Security Best Practices#

🚨 DON'T

✅ DO

Access Audit Checklist#

💬 Part 5: Communication & Collaboration#

Using Profile Notes Effectively#

Team Communication Channels#

📊 Part 6: Monitoring & Reporting#

Team Activity Dashboard#

Reporting Templates#

⚡ Part 7: Productivity Tips#

Keyboard Shortcuts#

Profile Management

Selection

Actions

Time-Saving Automations#

🎓 Training & Onboarding#

New Team Member Checklist#

🔗 Related Resources#

🎯 Get Started with Team Plan#

Ready for Team Collaboration?

Multilogin Team Collaboration: Best Practices Guide

🎯 Team Plan Overview

👥 Part 1: Team Setup & User Management

Adding Team Members

Permission Levels Explained

Best Practices for Role Assignment

📁 Part 2: Profile Organization & Sharing

Folder Structure Best Practices

Profile Sharing Methods

Profile Naming Conventions

🔄 Part 3: Workflow Optimization

Team Workflow Templates

🔐 Part 4: Security & Access Control

Security Best Practices

Access Audit Checklist

💬 Part 5: Communication & Collaboration

Using Profile Notes Effectively

Team Communication Channels

📊 Part 6: Monitoring & Reporting

Team Activity Dashboard

Reporting Templates

⚡ Part 7: Productivity Tips

Keyboard Shortcuts

Time-Saving Automations

🎓 Training & Onboarding

New Team Member Checklist

🔗 Related Resources

🎯 Get Started with Team Plan