Outreach Seat Management Process

Objective

The purpose of this article is to provide direction to Outreach Admins in locking, unlocking, and adding new user seats to Outreach.

This article illustrates the processes of seat management in the Outreach Platform when seats are available for use. If none are unavailable, you can open a ticket to request additional seats.
Admin permissions are required to complete this process.

This procedure will either restrict (Lock) or allow (Unlock) access to the Outreach platform for the configured user(s).

Access the Outreach Platform.
Click Administration (The Gear Icon), then select Users from the left panel.
Sort and Filter to find the applicable User.
Note: Locked User seats are identified by a padlock icon.
Remove the filter User Status is Active to show locked seats.
Click the ... menu to the right of the applicable User.
Select the applicable action: Lock or Unlock.
Click Confirm. The User seat will be modified as configured.

Access the Outreach Platform.
Click Administration (The Gear Icon), then select Users from the left panel.
Click Add User from the top right corner.

Note: The number of seats available to the Org is listed in the menu bar.
Input the new User information in the corresponding fields as applicable.
Note: Fields marked with an asterisk (*) are required fields.
Select the User's permissions from the Role (In Governance) and Governance Profile dropdown as applicable.

While configuring a User seat, Admins may encounter the following:

Message	Description
Email has already been taken	The User's email address is in use by another User. Filter Users by Locked to determine if the email address is associated with a locked seat.
Changes do not save	The Outreach Platform does not save the new User seat because all the available licenses are in use. Request more seats by following the steps in this Article.