Outreach User Roles Overview

Objective

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

Applies To

• Outreach Admins

Before You Begin

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. In the left nav, click Administration.
2. Click to expand the User management section > Groups.
3. In the resulting Groups panel, click to open the User roles tab.
4. Click the Add button in the top right corner. A window will appear for you to create the new role. 
5. Enter the Name of the new role and select its Parent role from the drop-down list.
6. Click Add.

Alternatively, to create a Child Role: To the far right of the parent role, click the three dots (...) > Add child. 

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. In the left nav, click Administration.
2. Click to expand the User management section > Groups.
3. In the resulting Groups panel, click to open the User roles tab.
4. Scroll to the role you wish to edit.
5. To the far right of the role, click the three dots (...) > Edit. A window will pop up with the role's information. 
6. Edit the role Name and/or Parent role as needed.
7. Click Edit to complete and save.