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 support@outbase.com, 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
Login
Account Settings (Your Profile)
View/Edit General Info
Change Password
Organization Settings
View Organization Settings
Edit General Info
Edit GEO Settings
Invite teammates
Update teammate roles
Delete teammates
Add/Update billing information
Change current plan
View payment history
Dashboard
View dashboard
View credit usage bar
Inbox
View unresolved responses
Filter and search for responses
View resolved responses
Resolve unresolved responses
Edit resolved responses
Campaigns
View campaign settings
Create/Edit campaigns
Activate/Pause campaigns
Archive campaigns
Data & Targeting
View audiences
Filter and search for companies and contacts
Create an audience using Audience Builder
Create a file-based audience (CSV upload)
Upload additional contacts to a file-based audience
Export contacts from a file-based audience
Add audiences to a campaign
Archive audiences
Email Templates
View email templates
Filter and search for email templates
View purchased templates
Order an Outbase Template
Create/Edit email templates
Check email wording
Run email deliverability tests
Send test emails
View deliverability test results
Email Accounts
View email accounts
Filter and search for email accounts
Add/Edit email accounts for user
Delete email accounts for user
Add/Edit email accounts for other users
Delete email accounts for other users
Add compliance statement to signature
Run configuration tests
Send test emails
View domains
Add and verify domains
Prospects, Companies, and Exclusions
Filter and search for prospects
View prospect activity details
Filter and search for companies
View company activity details
View exclusions
Filter and search for exclusions
Add/remove exclusions
Export exclusions
Reports
View reports
Filter and sort reports
Leads, Conversations, and Sales Resources
View sales resources
Upload sales resources
Edit/Delete sales resources
Deal Navigator
View deal navigator
Create deal navigator
Edit deal navigator
Reset deal navigator
Compliance
View compliance Q&A's
Add/Edit custom compliance Q&A's
Delete custom compliance Q&A's
View/Export Subject Access Requests (SARs)
Submit Right to Erasure (RTE) requests
Change unsubscribe notification settings
Add external unsubscribe link
CRM
View CRM integration settings
Configure CRM integration
Delete CRM integration
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