The purpose of this article is to provide Outreach Admins information about how to add and manage roles within Outreach's standalone Commit product.
For guidance on the latest Outreach platform-native Forecasting & Pipeline Management features, click here.
- Outreach Admins
How to Add and Manage Roles
Outreach Commit administrators need to be able to add, revise, or remove user permissions based on the information and actions each user needs to do their job.
Roles in Outreach Commit function to control who has access to specific features within the Commit instance. The default roles are Admin, Manager, and Rep. However, new roles can be created from these defaults and configured with unique permissions to further customize user access.
The default roles are Admin, Manager, and Rep. These 3 roles will always appear at the top of the roles table.
To view, edit, or duplicate a role, click on the 3-button menu next to a role.
A new role can also be created from the “New Role” button in the top right.
View/Edit Role Permissions
Each role has its own list of configured permissions, grouped by feature area. The management of these permissions governs both access and functionality within each feature area. Default roles (admin, manager, and rep) cannot be edited.
Click the boxes next to the permissions to toggle between on and off.
Assign Roles to Specific Users
Within the Users feature, select the menu next to a user and then click “Edit User”. Select or deselect the Role(s) that apply to this specific User.
If multiple roles are assigned to a user, then Commit uses “or” logic to assign the greater of the two roles for access to each feature area.
For more information about how to configure the feature, please review the following: