Outreach has three default governance profiles: the Default profile, Leadership Profile, and Admin profile. Each has settings and permissions enabled by default when your Outreach account is created. If not specified, new Outreach users will be assigned to the default profile.
This article will discuss the default settings for each profile when your account is initially created.
To learn how to assign individuals to profiles, please read this article.
Admin Profile Permissions
By default, Admin profiles have access to do and see everything in Outreach.
Default Profile Permissions
These are the governance profile settings that are set by Outreach automatically.
| Options | Default Setting | |
| Administration | ||
| Users and Profiles | Permitted/Denied | Denied |
| Plugins | Permitted/Denied | Denied |
| Triggers | Permitted/Denied | Denied |
| Teams and Collections | Permitted/Denied | Denied |
| Rulesets | Permitted/Denied | Denied |
| Phones | Permitted/Denied | Denied |
| Branded URLs | Permitted/Denied | Denied |
| Export from Outreach | Permitted/Denied | Denied |
| Record Visibility | ||
| Prospects | All Records/Owned and Reports' records/Owned Records | All records |
| Accounts | All Records/Owned and Reports' records/Owned Records | All records |
| Grant visibility to prospects in account | Permitted/Denied | Denied |
| Opportunities | All Records/Owned and Reports' records/Owned Records | All records |
| Tasks | All Records/Owned Records | All records |
| Calls | All Records/Owned and Reports' records/Owned Records | Owned Records |
| Meetings | All Records/Owned and Reports' records/Owned Records | Owned Records |
| Bulk Actions | All Records/Owned and Reports' records/Owned Records | All records |
| Imports | All Records/Owned and Reports' records/Owned Records | Owned Records |
| Outbox | All Records/Owned and Reports' records/Owned Records | Owned Records |
| Smart Views | All Records/Owned and Reports' records/Owned Records | Owned Records |
| Prospects | ||
| CSV Import | Permitted/Denied | Denied |
| Salesforce Report Import | Permitted/Denied | Denied |
| Large Bulk Actions | Permitted/Denied | Denied |
| Delete Email Data | Permitted/Denied | Denied |
| Revert Opt Out | Permitted/Denied | Denied |
| Sequences | ||
| View Private Sequences | Any Sequences/Sequences owned by user or its subordinates/Sequences owned by user | Sequences Owned by User |
| Create | Permitted/Denied | Denied |
| Edit | Any Sequences/Sequences owned by user or its subordinates/Sequences owned by user | Sequences Owned by User |
| Enable Sequences | Any Sequences/Sequences owned by user or its subordinates/Sequences owned by user/Denied | Disabled |
| Sharing Sequences | Permitted/Denied | Denied |
| Use Custom Rulesets | Permitted/Denied | Denied |
| Exceed 5 Active templates per step | Permitted/Denied | Permitted |
| Tasks | ||
| Edit | Any task/tasks owned by user or its subordinates/tasks owned by user | Tasks Owned by User |
| Snippets | ||
| View private snippets | Any snippet/Snippets owned by user or its subordinates/snippets owned by user | Snippets owned by user |
| Create | Permitted/Denied | Denied |
| Edit | Any snippet/Snippets owned by user or its subordinates/snippets owned by user | Snippets owned by user |
| Share | Permitted/Denied | Denied |
| Templates | ||
| View private templates | Any template/templates owned by user or its subordinates/templates owned by user | Templates owned by user |
| Create | Permitted/Denied | Denied |
| Edit | Any template/templates owned by user or its subordinates/templates owned by user | Templates owned by user |
| Share | Permitted/Denied | Denied |
| Meeting Types | ||
| View Private Meeting Types | All Meeting Types / Owned and Reports' Meeting Types/ Owned Meeting Types | Owned meeting types |
| Create | Denied | Denied |
| Share | Denied | Denied |
| Layouts | ||
| View Private Layouts | Any Layouts / Layouts owned by User / None | Layouts owned by user |
| Create | Permitted/Denied | Permitted |
| Share | Permitted/Denied | Permitted |
| Meetings | ||
| Can use meetings | Permitted/Denied | Permitted |
| Opportunities | ||
| Can use opportunities | Permitted/Denied | Denied |
| Create | Permitted/Denied | Denied |
| Edit | Any Opportunity / Opportunities owned by user or its subordinates / Opportunities owned by user / Disabled | Disabled |
|
Activities get associated with Opportunities
|
Permitted/Denied | Permitted |
| Association Dropdown | Permitted/Denied | Denied |
| Voice | ||
| Can use voice | Permitted/Denied | Permitted |
| local presence | Permitted/Denied | Denied |
| Live Listen | Permitted/Denied | Denied |
| Recordings | Permitted/Denied | Denied |
| Show two party consent dialog | True / False | TRUE |
| Texting | Permitted/Denied | Denied |
| Unrelated emails using Outreach | ||
| View Subject | Permitted/Denied | Denied |
| View Body | Permitted/Denied | Denied |
| Unrelated Emails not using Outreach | ||
| View Subject | Permitted/Denied | Denied |
| View Body | Permitted/Denied | Denied |
| Mail Tracking | ||
| Use open tracking | Permitted/Denied | Permitted |
| Use clicked link tracking | Permitted/Denied | Permitted |
| Mailboxes | ||
| Send from | All records/Owned and reports' records/Owned Records | Owned Records |
| Prospect Engagement | ||
| Email based on prospect ownership | All records/Owned and reports' records/Owned Records | All Records |
| Email based on account ownership | Owned and Reports' Records / Owned Records / No Records | No records |
Leadership Profile Permissions
| Options | Leadership | |
| Administration | ||
| Users and Profiles | Permitted/Denied | Denied |
| Plugins | Permitted/Denied | Denied |
| Triggers | Permitted/Denied | Denied |
| Teams and Collections | Permitted/Denied | Permitted |
| Rulesets | Permitted/Denied | Denied |
| Phones | Permitted/Denied | Denied |
| Branded URLS | Permitted/Denied | Denied |
| Export from Outreach | Permitted/Denied | Permitted |
| Record Visibility | ||
| Prospects | All Records/Owned and Reports' records/Owned Records | All records |
| Accounts | All Records/Owned and Reports' records/Owned Records | All records |
| Grant visbility to prospects in account | Permitted/Denied | Denied |
| Opportunities | All Records/Owned and Reports' records/Owned Records | All records |
| Tasks | All Records/Owned Records | All records |
| Calls | All Records/Owned and Reports' records/Owned Records | Owned Records |
| Meetings | All Records/Owned and Reports' records/Owned Records | Owned and Report's records |
| Bulk Actions | All Records/Owned and Reports' records/Owned Records | All records |
| Imports | All Records/Owned and Reports' records/Owned Records | All records |
| Outbox | All Records/Owned and Reports' records/Owned Records | Owned and Report's records |
| Smart Views | All Records/Owned and Reports' records/Owned Records | All records |
| Prospects | ||
| CSV Import | Permitted/Denied | Permitted |
| Salesforce Report Import | Permitted/Denied | Permitted |
| Large Bulk Actions | Permitted/Denied | Permitted |
| Delete Email Data | Permitted/Denied | Permitted |
| Revert Opt Out | Permitted/Denied | Denied |
| Sequences | ||
| View Private Sequences | Any Sequences/Sequences owned by user or its subordinates/Sequences owned by user | All Sequences |
| Create | Permitted/Denied | Permitted |
| Edit | Any Sequences/Sequences owned by user or its subordinates/Sequences owned by user | All Sequences |
| Enable Sequences | Any Sequences/Sequences owned by user or its subordinates/Sequences owned by user/Denied | All Sequences |
| Sharing Sequences | Permitted/Denied | Permitted |
| Use Custom Rulesets | Permitted/Denied | Denied |
| Exceed 5 Active templates per step | Permitted/Denied | Permitted |
| Tasks | ||
| Edit | Any task/tasks owned by user or its subordinates/tasks owned by user | All tasks |
| Snippets | ||
| View private snippets | Any snippet/Snippets owned by user or its subordinates/snippets owned by user | All Snippets |
| Create | Permitted/Denied | Permitted |
| Edit | Any snippet/Snippets owned by user or its subordinates/snippets owned by user | All Snippets |
| Share | Permitted/Denied | Permitted |
| Templates | ||
| View private templates | Any template/templates owned by user or its subordinates/templates owned by user | All templates |
| Create | Permitted/Denied | Permitted |
| Edit | Any template/templates owned by user or its subordinates/templates owned by user | All templates |
| Share | Permitted/Denied | Permitted |
| Meeting Types | ||
| View Private Meeting Types | All Meeting Types / Owned and Reports' Meeting Types/ Owned Meeting Types | All meeting types |
| Create | Denied | Denied |
| Share | Denied | Denied |
| Layouts | ||
| View Private Layouts | Any Layouts / Layouts owned by User / None | All layouts |
| Create | Permitted/Denied | Permitted |
| Share | Permitted/Denied | Permitted |
| Meetings | ||
| Can use meetings | Permitted/Denied | Permitted |
| Opportunities | ||
| Can use opportunities | Permitted/Denied | Permitted |
| Create | Permitted/Denied | Denied |
| Edit | Any Opportunity / Opportunities owned by user or its subordinates / Opportunities owned by user / Disabled | Disabled |
| Activities get associated with Opportunities | Permitted/Denied | Permitted |
| Association Dropdown | Permitted/Denied | Denied |
| Voice | ||
| Can use voice | Permitted/Denied | Permitted |
| local presence | Permitted/Denied | Denied |
| Live Listen | Permitted/Denied | Permitted |
| Recordings | Permitted/Denied | Denied |
| Show two party consent dialog | True / False | TRUE |
| Texting | Permitted/Denied | Denied |
| Unrelated emails using Outreach | ||
| View Subject | Permitted/Denied | Permitted |
| View Body | Permitted/Denied | Permitted |
| Unrelated Emails not using Outreach | ||
| View Subject | Permitted/Denied | Permitted |
| View Body | Permitted/Denied | Permitted |
| Mail Tracking | ||
| Use open tracking | Permitted/Denied | Permitted |
| Use clicked link tracking | Permitted/Denied | Permitted |
| Mailboxes | ||
| Send from | All records/Owned and reports' records/Owned Records | Owned Records |
| Prospect Engagement | ||
| Email based on prospect ownership | All records/Owned and reports' records/Owned Records | All Records |
| Email based on account ownership | Owned and Reports' Records / Owned Records / No Records | No records |
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