Objective
As an Outreach admin, access and review a user's Your Account (aka Basic Info) details in the Outreach platform. This includes First Name, Last Name, Outreach ID, Email, Phone Number, Title, and custom fields.
Applies To
- Outreach Admins
Before You Begin
- The same email address cannot be used twice in Outreach, even in a different instance. The email address should be unique. If you need to use the email address for another seat, change the email to a test email such as email-legacy@domain.com. This will allow you to use the email address again in Outreach. (If you believe you have a use case for purposeful duplicates, click here.)
- Please ensure your Outreach Support Portal user profile name and email address match these values.
- If you log in to Outreach via third-party SSO (such as Okta), your email address is set by the integration and may not be directly editable here.
- The user information edit procedure described here does NOT allow you to "remove" or "delete" the user from your Outreach instance. If you need to lock/deactivate a user seat, please review the Outreach Seat Management Process.
Procedure
- Access the Outreach platform.
- In the left navigation bar, click on Administration (Gear Icon).
- From the left side panel, select Users & permissions > Users.
- Click on the name of the user you need to edit.
- In the upper right corner, click the Edit button.
- Under General, click Your account (or Basic Info in some interfaces), then review the entered information.
- Update the information as needed.
Note: Some information may not be directly editable depending on how your org and rules are set up for things such as SSO. - To commit changes, click the Save button.