Purpose
The purpose of this article is to provide Outreach Admins information about how Permission Sets are organized within Outreach's standalone Commit product.
For guidance on the latest Outreach platform-native Forecasting & Pipeline Management features, click here.
Intended Audience
- Outreach Admins
Outreach Commit Admin Permissions
Each permission in the Admin application is organized into a Permission Set. Each Permission Set is scoped to a different area of the Admin application.
The individual permissions control the actions that can be taken within the app. The possible permissions within each Permission Set are: Access, Read, Update, Create, Delete, Manage and Share permissions.
This document outlines the areas of the application that are affected by each of the granular permissions.
Admin Permission Set
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Access - All page routes in the Admin app require Access permission. If the user does not have this permission, the user will be redirected to this page.
Group Permission Set
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Access - With Access permission, the outlined UI element(s) are visible.
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Read - With Read permission, the outlined UI element(s) are visible.
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Update - With Update permission, the outlined UI element(s) are visible.
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Create -With Create permission, the outlined UI element(s) are visible.
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Delete - With Delete permission, the outlined UI element(s) are visible.
Goal Permission Set
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Access - With Access permission, the outlined UI element(s) are visible.
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Read - With Read permission, the outlined UI element(s) are visible.
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Update - With Update permission, the outlined UI element(s) are visible.
User Permission Set
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Access - With Access permission, the outlined UI element(s) are visible.
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Read - With Read permission, the outlined UI element(s) are visible.
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Update - With Update permission, the outlined UI element(s) are visible.
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Create - With Create permission, the outlined UI element(s) are visible.
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Delete - With Delete permission, the outlined UI element(s) are visible.
Sync Permission Set
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Access - With Access permission, the outlined UI element(s) are visible.
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Read - With Read permission, the outlined UI element(s) are visible.
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Update:
- With Update permission, the outlined UI element(s) are visible.
- With Update permission, the field mapping properties can be changed.
- With Update permission, the object mappings can be changed.
- With Update permission, extension fields can be added or updated.
- With Update permission, the outlined UI element(s) are visible.
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Create - With Create permission, the outlined UI element(s) are visible.
Role Permission Set
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Access - With Access permission, the outlined UI element(s) are visible.
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Read - With Read permission, the outlined UI element(s) are visible.
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Update:
- With Update permission, the outlined UI element(s) are visible.
- With Update permission, the role name and description can be changed. Also, the permissions of each feature can be changed.
- With Update permission, the outlined UI element(s) are visible.
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Create - With Create permission, the outlined UI element(s) are visible.
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Delete - With Delete permission, the outlined UI element(s) are visible.