Outreach Seat Management Process

Purpose: 

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

Intended Audience: 

• Outreach Admins

Notes: 

• This article illustrates the processes of seat management in the Outreach Platform when seats are available for use. If seats are unavailable, contact your AE, CSM, or complete the request form as applicable. 
• Outreach recommends searching the platform for locked user seats prior to adding a new seat. A locked user seat can be reassigned to another user, effectively, transferring the available User seat. 
• Admin permissions are required to complete this process. 

Locking and Unlocking a User Seat in Outreach: 

1. Access the Outreach Platform. 
2. Click the User icon (single silhouette) in the navigation sidebar. 
3. Sort and Filter to locate the applicable User.
   Note: Locked User seats are identified by a padlock icon.
4. Click the More Options icon (ellipses) to the right of the applicable User and select the applicable action (Lock or Unlock).
5. Click Confirm. 
   
   The User seat has been modified as configured.

How To Add a New User Seat in Outreach: 

1. Access the Outreach Platform.
2. Click the User icon (single silhouette) in the navigation sidebar. 
3. Click +User.
   Note: The number of seats available to the Org is listed in the menu bar.
   
4. Input the new User information in the corresponding fields as applicable.
   Note: Fields marked with an asterisk (*) are required fields.
5. Select the User's permissions from the Role (In Governance) and Governance Profile dropdown as applicable.
   

A Note About Error Messages: 

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

Additional Resources:

How To Request a Seat Add Through Support