How To Request Additional Outreach Seats

Objective

Add Outreach user seats to your Org via online request form.

Need more than 9 seats? To request more than 9 user licenses (including Kaia Seats, Admins Seats, or any other type of expansion), please contact and work with your Outreach account rep directly.

Applies To

• Outreach Admins

Procedure

Note: As you move through the form, it is important you review all terms, conditions, and agreement callouts.

1. Ensure you are logged in to the Outreach Support Portal.
2. At the upper right of any page in the Support Portal, click Get Help.
3. From the dropdown menu Select issue type, select Add Seats.
   
4. Select the applicable option from the Are you an Outreach Admin? confirmation dropdown menu.
5. Select an amount from the # of Seat Adds dropdown menu. (Up to a maximum of 9. Please contact your account rep for more than 9.)
6. Review the terms and agreements, then click the checkbox next to I Agree.
7. Enter any further details in the Description field.
8. Click Submit.
9. Review your submitted Add seats ticket on the resulting ticket details page. Note the ticket ID, and optionally add any further details as needed.

It may take up to 2 business days to process requests. You will receive a reply to the submitted ticket when the requested seats have been added to the Org.

Tracking Your Request

One submitted, you will receive an email notification confirming receipt, with a link to review and update your request the same as any other support ticket through the Outreach Support Portal. For detailed guidance, see How to Manage Technical Support Request Tickets.

Note: It may take up to 2 business days to process requests. You will receive a reply to the submitted ticket when the requested seats have been added to the Org.

Additional Information 

How To Submit a Technical Support Request

How to Manage Technical Support Request Tickets

Outreach Seat Management Process