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How To Assign Outreach Users Governance Profiles

Chris
Updated

Objective

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

Applies To

  • Outreach Admins

Before you begin

  • 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. 

Procedure

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. Log in to Outreach.
  2. Click Administration.
  3. Under User management, click Access control.
  4. Update an existing profile's settings by clicking into the profile that needs adjustment, or click "Add Profile" 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. Log in to Outreach.
  2. Click Administration.
  3. Under User management, click Users.
  4. Find the user that you'd like to edit and click into their profile.
  5. Under General, click Your account and assign the appropriate option in the Profile dropdown menu.
  6. Click Save.

 Assigning a Governance Profile to Multiple Outreach Users

  1. Log in to Outreach.
  2. Click Administration.
  3. Under User management, click Users.
  4. Find the users that you'd like to edit and click on the checkbox next to their names.
  5. Click on the silhouette button "Assign Profile" on the top of the page.
  6. Select the appropriate profile from the dropdown menu, click "Assign" and confirm the update.

Additional Information

Governance Profile Settings Overview

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