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Can I repurpose an Outreach Seat?

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Riley Alexander
Updated
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Applies To

  • Outreach Admins

Answer

Outreach strongly recommends that you do NOT switch the users associated with individual seats.  This is for two main reasons:

  1. If you simply rename a seat and change the mailbox, all historical activity performed by this seat will now be attributed to the new user, instead of the old user, making reporting with any degree of accuracy extremely difficult.  
  2. Any mappings you have from any outside tools, including your CRM, are going to remain pointed to the old user, not the new one, which can cause a wide variety of issues.  

Instead of repurposing seats, we recommend that you create a new user and lock the existing user, as described in this article: Outreach Seat Management Process. If you have only a single user in your instance, and need to change which employee is accessing the Outreach platform, please have your existing Outreach Admin or Registered Billing Contact open a ticket within the Support Portal and Outreach Support will be happy to assist you.

 

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