Purpose:
The purpose of this article is to provide information to Outreach Admins regarding general org-level settings.
Intended Audience:
- Outreach Admins
Note:
Some Outreach views and options require admin-level governance permissions. If the options outlined in this article are unavailable, contact the Org’s Outreach Administrator as applicable. For more information regarding governance profile settings, refer to the Outreach Governance Profile Settings Overview article.
Outreach Org Settings Overview:
Outreach provides Outreach Admins the ability to set restrictions and parameters to better protect and maintain consistency for all Users included in the organization.
How To Access Org Settings:
- Access the Outreach Platform.
- Click on Administration (The gear Icon).
- Click on Org Info>General
Organization Info:
Outreach Admins have the ability to configure an Organization’s name, Timezone, and Default Currency.
A Note About Org Default Time Zones in Outreach:
The Outreach Platform’s default timezone is Coordinated Universal Time (UTC). Based on the Org’s CRM plugin settings, Outreach tasks push activity up to a CRM. These tasks include an associated time stamp to provide visibility as to when a task was completed. Outreach recommends adding a default timezone to allow completed tasks to be pushed to a CRM and reflect the accurate date and time information associated with the completion of the task.
If an Outreach Admin updates or changes an Organization’s timezone (resetting a default timezone after one has already been assigned) any previous tasks pushed to the CRM will not retroactively update with the Org’s new default timezone. All tasks, after the update, however, will.
If an Org’s default timezone is configured, all timestamps will be that of the time zone regardless of where an individual rep is located.
Example: If an Org’s default timezone is set to PDT, a call made by a rep on the East Coast at 11 PM EDT will show the task completed at 8 PM on the same day.
If the rep on the East Coast calls a Prospect at 1 AM EDT, the task will show a completed timestamp at 10 PM PDT on the previous day.
Outreach Everywhere Chrome Extension:
By default, the Outreach Everywhere Chrome extension bypasses any CRM plugin conditions when importing Prospect records; however, Outreach Admins have the option to enforce Salesforce plugin conditions when importing Prospects from Salesforce with the Outreach Everywhere Chrome extension. For more information regarding the Outreach Everywhere Chrome Extension, refer to the Additional Resources section of this article.
Activity Feed and Records:
Outreach Admins have the option to hide emails and email activity for Prospects or Users with a specific domain.
Outreach Admins can configure the settings as described in the table below:
| Setting | Description |
|---|---|
| Hide people who aren’t Prospects in Outbox and Activity Feed | Enabled, non-Prospects will not appear in a User’s Outbox or Activity Feed. |
| Hide emails and activity for Prospects with specific email addresses | Enabled, Outreach Admins can hide emails and activity for Prospects by adding the corresponding email addresses to the space provided. |
Emailing Prospects:
Outreach detects when a User's mailbox sends or receives email communications from a Prospect whose email address is the same as the email address in Outreach.
Since Outreach is integrated directly with the User's mailbox, emails can be synced using the Outreach Everywhere Chrome Extension or the Outreach Sales Engagement Add-In for Outlook.
Note: If you have Outreach integrated with your CRM, this auto-create and syncing process is how Outreach can sync emails to your CRM even if a Prospect (lead or contacts in CRM) doesn’t exist yet in Outreach. Outreach creates the Prospect, then associates that Prospect with the corresponding record in your CRM then syncs the activity.
Outreach Admins can configure the settings as described in the table below:
| Setting | Description |
|---|---|
| Automatically create a prospect when sending an email using the Outreach extension or add-in | A new Prospect record will be created when an email is sent to an email address not associated with a Prospect record already stored in Outreach. |
| Block creation of prospects with specific email addresses | Outreach will not create Prospect records based on the email addresses listed in the space provided. |
| Block All Emails to Specific Email Addresses | Enabled, Outreach provides Admins the ability to block all email engagements to the email addresses listed in the space provided. |
Note: To prevent emails from syncing into the Outreach Platform, the User either needs to disconnect their primary email account from the Outreach Platform, or confirm the email address being engaged is not associated with a Prospect record in the Outreach Platform.
Opt-Out Settings:
Outreach supports opting Prospects out from specific communication channels (email, call, text).
Opting out of specific channels, or granular opt-outs, will prevent the Prospect from receiving communication through only that specific channel.
Example:
If a Prospect opts out of email communications from a User, the User still has the ability to call or text the Prospect.
When enabled, all previously opted-out Prospects will remain opted out from all communication channels unless the Prospects are updated manually.
Additionally, Outreach recommends updating the CRM Plugin settings upon enabling this feature to avoid sync issues. For more information regarding Granular Opt-Outs, refer to the applicable article in the Additional Resources section of this article.
Sequences:
The Sequence section in the Org’s General Settings provides Outreach Admins the ability to set limits on how many steps are involved in a sequence and enable the option to automatically pause and resume sequences if an out-of-office (OOO) response is received.
For more information regarding the Amplify and Outreach integration, refer to the Additional Resources section in this article.
Users and Access:
The Users and Access section of the Org’s General Settings provides Admins the ability to configure sign-in and authorization settings for Users.
Enabling the Only Create a new user account for specific email addresses option provides Outreach Admins the ability to specify which email addresses or domains Outreach can create accounts for, based on the email addresses listed in the space provided.
Sign-in and password options
Outreach Admins can determine password requirements and session duration by clicking the Edit button.
Password Rules provides Outreach Admins the ability to set character requirements, password length, password expiration parameters, and session duration. The session lifespan must be between 1 hour and 1 year.
Note: The Org-wide password requirements made for teams are not retroactive. Changes will not take effect until the Outreach Users are asked to change their passwords from the original settings.
Single Sign On (SSO):
SSO Sign-On provides Outreach Admins the ability to add an Identity Provider and configure SSO.
If the Organization is using SSO, Admins will not be able to configure passwords within Outreach if they are not provisioned under SSO. Instead, Admins see the option to control Session Duration, which determines how long an SSO session will remain valid within Outreach. This will affect all new Logins but will not impact Users who currently have a session.
Multi assignment
This allows the admin to enable the MUA feature, this is only available for ORGs who opted out of trying this feature. If you cannot see this section and would like to enable MUA, please reach out to your Account Executive or Contact Support.
Outreach Support:
The Outreach Support section provides Outreach Admins the ability to allow Outreach Support access to the Organization when troubleshooting. To enable this, select the checkbox Allow Outreach support to access your organization when troubleshooting, then click on Save.
Additional Resources:
Outreach Governance Profile Settings Overview
Outreach Everywhere & Gmail FAQs
Amplify Return Date Extraction FAQs
© 2023 Outreach.io