The purpose of this article is to provide direction to Outreach Admins in uploading a custom privacy statement to Outreach Success Plans for the Organization.
- Outreach Admins
- Some views and options require admin-level governance permissions. If the options outlined in this article are unavailable, contact your Outreach Administrator as applicable.
- Access the Outreach Platform.
- Click the User's initials (avatar) in the bottom left corner of the navigation sidebar.
- Click Success Plans under the System Config section on the Settings panel.
- Input your Company name. This will be displayed at the bottom of each Success Plan.
- Click Save at the bottom of the page.