Platform Admin Overview

Objective

Learn how to configure and govern your Outreach org — managing users and permissions, setting up single sign-on, and applying privacy, security, and governance safeguards.

Applies To

• Product area: Platform Admin
• Audience: Admins

Overview

Platform Admin is where you set up and govern your org. Use the areas below to learn how each one works and how to put it into practice.

• User Management & Governance — Add and manage users, assign permissions, and govern access.
• Org Configuration — Configure org settings — custom fields, notifications, sessions, and mailboxes.
• Single Sign On — Set up SSO, certificates, and automated user provisioning.
• Multi-User Assignment — Set up, test, and manage Multi-User Assignment.
• Privacy & Security — Manage privacy and security — data retention, deletion, and opt-out.
• Safeguards — Set email safeguards — limits, authentication, and delivery scheduling.