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How To Assign Outreach Users a Governance Profiles

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Chris
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Purpose: 

The purpose of this article is to provide direction to Outreach Admins in creating and assigning Governance Profiles in Outreach. 

Intended Audience: 

  • Outreach Admins

Notes:

  • Every Outreach user is assigned a "Profile" in Outreach. The three standard profiles in Outreach are the Admin, Leadership, and Default profiles.
  • Profiles govern what features individuals are able to access in Outreach. For example, if Admins do not want their SDRs creating new sequences, they can disable the ability to create sequences for the SDR profile. 

How are Profiles Created and Assigned?

Profiles are created by Admins. Outreach has three default profile settings: Admin, Leadership, and Default profiles. Admins have access and permission to all parts of the Outreach platform. Those assigned to the Default profile are granted access to most parts of the Outreach platform until the governance profile is updated to permit or deny certain actions. Leadership profiles have a mix between default and admin profiles that give them access to take more administrative action but prevent them from making adjustments to the CRM plugin, for example. 

Creating a New Governance Profile

  1. Click on the initials on the bottom left hand corner of Outreach. Under "User Admin" Click on Profiles.
  2. Update an existing profile's settings by clicking into the profile that needs adjustment, or click "Add" on the top right hand side of the page.

 Assigning a Governance Profile to an Individual User

When new individuals are added to the Outreach platform, they will automatically be assigned to the "Default" profile. Profile type can be adjusted by Outreach Admins and those assigned to the Leadership governance profile.

  1. Click on the initials on the bottom left hand corner of the Outreach platform and under "User Admin" select "Users". If you do not see the user option in this list, find the "users" option on the left hand navigation panel.
  2. Find the user that you'd like to edit and click into their profile.
  3. Click edit and under "profile" find the appropriate option in the dropdown menu. Save your changes!

 Assigning a Governance Profile to Multiple Outreach Users

  1. Click on the initials on the bottom left hand corner of the Outreach platform and under "User Admin" select "Users". If you do not see the user option in this list, find the "users" option on the left hand navigation panel.
  2. Find the users that you'd like to edit and click on the checkbox next to their names.
  3. Click on the silhouette button on the top of the page and select "Assign Profile".
  4. Select the appropriate profile from the dropdown menu, click "Assign" and confirm the update.

Additional Resources: 

Governance Profile Settings Overview

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