Outreach User Roles Overview

Purpose: 

The purpose of this article is to provide direction to Outreach Admins regarding creating and modifying User Roles. 

Intended Audience: 

• Outreach Admins

Notes: 

• Some Outreach views and options require admin-level governance permissions. If the options outlined are unavailable, contact the Org's Outreach Administrator as applicable. For more information regarding governance profile settings, refer to the Governance Profile Settings Overview article. 

What are User Roles?

User roles are a way to control which actions your users are able to take within Outreach based on their relationships with other users in the organization. Roles are built with a hierarchy that indicates which users report to other users. 

Roles work together with user governance profiles to restrict actions that users of that profile can take. Any governance settings that include the option "Owned and reports' records" are based on the role hierarchy. A user with this option selected will be able to perform the specified action for their own records and any of those owned by other users that report to them. 

In the screenshot above, users of the Manager governance profile are able to send mailings from their own mailboxes and any mailboxes owned by users that report to them. The reports are based on the role hierarchy for the organization. 

Who can Create User Roles?

Admins can create user roles in Outreach. Any additional governance profiles that have been given permission to edit Users and Profiles will also have access to the user roles settings. 

Admins are able to customize user role hierarchy directly in Outreach or import roles from Salesforce (recommended if already using roles in Salesforce). 

Creating a New User Role

1. Click the initials in the bottom left corner of Outreach. Under "User Admin" click "Roles."
   
2. Click the blue "Add" button in the top right corner. A window will appear for you to create the new role. 
3. Enter the name of the new role and select its parent role from the drop-down list. Click "create."
   

You can also hover over the parent role, click the down arrow that appears on the left, and click "Add Child" to create a new role. 

Editing an Existing User Role

If a role in your organization is renamed or begins reporting to a different role, you can also edit the role in Outreach to reflect those changes. 

1. Click the initials in the bottom left corner of Outreach. Under "User Admin" click "Roles."
   
2. Hover over the role, click the down arrow that appears on the left, and click "Edit." A window will pop up with the roles information. 
3. Edit the role name and/or parent role. Click "Save."