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How to Add a New Outreach User

Joel
Updated

Objective

Add new users to your Outreach instance. Note that you must have open Outreach user seats (licenses) available in order to add users.

Applies To

  • Outreach Admins

Procedure

  1. Access the Outreach Platform.
  2. Click Administration (gear icon).
  3. In the left panel, click Users. 
  4. Click Add User from the top right corner.
    Note: The number of seats available to the Org is listed above the user table, to the far right.
    Administration - Outreach - Add User.png
  5. In the Add new user window, configure your new user as applicable. This includes information relating to:
    • User info
    • Permissions/Governance
    • Notifications
    • Related email recipients
    • Any custom fields
      Note: Fields marked with an asterisk (*) are required.

Resolving Potential Errors

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

  • Error Message: Email has already been taken
    This error occurs when the email address input for the new User is already in use by another User. In some cases, the email address is currently associated with an inactive user in a locked seat. To determine this, filter the Users list by Locked and review the results.
  • Changes Do Not Save
    The Outreach Platform does not save the new User when all the available licenses are in use. You will need to either free up a user seat or follow the process to request added seats from Outreach.

Additional Information

For more on managing users and licenses, see:

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