User Roles
Understand what roles can and can't do what actions, to make sure everyone on your account has the right access.
See a breakdown of user permissions based on roles. Use the contents guide on the left to look at what actions can be done by which roles in specific areas of Outbase. A basic guide is below:
Owner The owner is the user who creates the Organization. They can do everything on the account, including updating billing and payment information and changing the Outbase plan. You can only have one owner on an account and owners can't be removed.
If for some reason you need to transfer ownership of an Outbase account, please reach out to our Support Team through the in-app chat, or by emailing [email protected], or get in touch with your Customer Support Manager directly.
Admin Admins can access everything on the Organization account apart from updating billing and payment information and changing the Outbase plan.
Editor Editors can access anything needed to create or edit a campaign, including audiences, email templates, email accounts assigned to themselves, and exclusions. They can't make changes to Organization settings, add any custom compliance Q&As, or configure/remove a CRM setup.
Standard User Standard users can view most of the information on the account as add/edit/delete email accounts assigned to them. They can also view full conversations with prospects and add sales resource documents.
Viewer Viewers can view basic information on the account, such as email templates, reports, and information about prospects and leads. They cannot make any changes to campaigns or see full conversations with prospects.
Getting Started
Register
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Login
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Account Settings (Your Profile)
View/Edit General Info
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Change Password
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Organization Settings
View Organization Settings
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Edit General Info
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Edit GEO Settings
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Invite teammates
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Update teammate roles
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Delete teammates
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Add/Update billing information
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Change current plan
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View payment history
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Dashboard
View dashboard
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View credit usage bar
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Inbox
View unresolved responses
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Filter and search for responses
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View resolved responses
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Resolve unresolved responses
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Edit resolved responses
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Campaigns
View campaign settings
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Create/Edit campaigns
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Activate/Pause campaigns
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Archive campaigns
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Data & Targeting
View audiences
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Filter and search for companies and contacts
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Create an audience using Audience Builder
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Create a file-based audience (CSV upload)
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Upload additional contacts to a file-based audience
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Export contacts from a file-based audience
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Add audiences to a campaign
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Archive audiences
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Email Templates
View email templates
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Filter and search for email templates
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View purchased templates
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Order an Outbase Template
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Create/Edit email templates
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Check email wording
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Run email deliverability tests
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Send test emails
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View deliverability test results
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Email Accounts
View email accounts
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Filter and search for email accounts
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Add/Edit email accounts for user
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Delete email accounts for user
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Add/Edit email accounts for other users
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Delete email accounts for other users
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Add compliance statement to signature
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Run configuration tests
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Send test emails
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View domains
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Add and verify domains
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Prospects, Companies, and Exclusions
Filter and search for prospects
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View prospect activity details
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Filter and search for companies
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View company activity details
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View exclusions
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Filter and search for exclusions
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Add/remove exclusions
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Export exclusions
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Reports
View reports
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Filter and sort reports
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Leads, Conversations, and Sales Resources
View sales resources
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Upload sales resources
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Edit/Delete sales resources
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Deal Navigator
View deal navigator
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Create deal navigator
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Edit deal navigator
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Reset deal navigator
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Compliance
View compliance Q&A's
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Add/Edit custom compliance Q&A's
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Delete custom compliance Q&A's
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View/Export Subject Access Requests (SARs)
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Submit Right to Erasure (RTE) requests
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Change unsubscribe notification settings
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Add external unsubscribe link
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CRM
View CRM integration settings
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Configure CRM integration
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Delete CRM integration
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