How to edit Outreach user information as an admin

Objective

As an Outreach admin, access and review a user's Your Account (aka Basic Info) details in the Outreach platform. This includes First Name, Last Name, Outreach ID, Email, Phone Number, Title, and custom fields.

Applies To

• Outreach Admins

Before You Begin

• The same email address cannot be used twice in Outreach, even in a different instance. The email address should be unique. If you need to use the email address for another seat, change the email to a test email such as email-legacy@domain.com. This will allow you to use the email address again in Outreach. (If you believe you have a use case for purposeful duplicates, click here.)
• Please ensure your Outreach Support Portal user profile name and email address match these values.
• If you log in to Outreach via third-party SSO (such as Okta), your email address is set by the integration and may not be directly editable here.
• The user information edit procedure described here does NOT allow you to "remove" or "delete" the user from your Outreach instance. If you need to lock/deactivate a user seat, please review the Outreach Seat Management Process.

Procedure

1. Access the Outreach platform.
2. In the left navigation bar, click on Administration (Gear Icon). 
3. From the left side panel, select Users & permissions > Users.
4. Click on the name of the user you need to edit. 
5. In the upper right corner, click the Edit button. 
6. Under General, click Your account (or Basic Info in some interfaces), then review the entered information.
7. Update the information as needed.
   Note: Some information may not be directly editable depending on how your org and rules are set up for things such as SSO.
8. To commit changes, click the Save button.

Additional Information

• How to edit my Outreach user basic information
• Outreach Seat Management Process