How to Upload a Custom Privacy Statement within your Outreach Success Plans

Objective

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. 

Applies To

• Outreach Admins

Notes 

• Some views and options require admin-level governance permissions. If the options outlined in this article are unavailable, contact your Outreach Administrator as applicable.

Procedure

1. Access the Outreach Platform as an admin.
2. Click the User's initials (avatar) in the bottom left corner of the navigation sidebar.
3. Click Success Plans under the System Config section on the Settings panel.
4. Under Privacy Policy toggle the box next to Include a link to your company’s privacy policy in the plan footer.
5. Paste the URL to your company’s privacy policy in the available field.
6. Input your Company name. This will be displayed at the bottom of each Success Plan.
7. Click Save.