Note: Feature(s) Pending RolloutFeatures and functionality described on this page are part of our February 2025 release, which is rolling out to eligible customers February 13-March 13, 2025. See our Release Notes here to learn more. |
Objective
The purpose of this article is to provide information to Outreach Admins about enabling GWC privacy controls in reporting.
We have extended our GWC privacy controls in reporting to now cover our streaming reports, including Pipeline Generation, Team & Daily Activity, and Custom Reporting Layouts (i.e., Overview report). This is in addition to our already covered daily reports, which include Team Performance, Sequence Performance, and Sales Execution reports.
This setting can be applied to teams with protected members, such that activity data on the users in the team can only be seen in reports by the users themselves, along with their respective team managers.
Applies To
- Reporting
- Access control
- Admins for configuration, all users for consumption, and potential creation
Before you begin
- GWC privacy controls already cover daily reports, which include Team Performance, Sequence Performance, and Sales Execution reports.
- This is an optional feature that requires enablement via User Management.
Procedure
- Log in to Outreach as an Admin.
- Click User management > Groups.
- Select a team.
- Toggle on Employee data privacy.
This will enable the feature for this team. If you have multiple teams this setting should apply to, you will need to apply it to each team.