User Management Navigation Overview

Objective

The purpose of this article is to provide information to Outreach Admins on the refreshed Users and Teams management experience. The new experience focuses on the core tasks that Outreach Admins perform on a daily basis.

Applies To

• Users and Teams Management
• Outreach Admins

Overview

There are four core tasks that Admins perform day to day in Outreach when it comes to Users and Teams Management. Our simplified navigation aligns with these four core tasks:

1. Users - Go here to manage Users, their Job Roles and Subscriptions
2. Groups - Go here to manage all kinds of User Groups including Outreach Teams, Account Teams.
3. Sign-in - Go here to manage your Single Sign On and other Auth settings
4. Access - Go here to manage all types of access control - Profiles, Collections and Layouts

For existing customers you can find full details on where your favorite pages went in the FAQs.

Users

The Users page is where you can go to manage your Users, Job Roles and Subscriptions

Manage users inside Outreach

On this page you can manage users, assign licenses, Job Roles, reset passwords, send claim links and other day to day user lifecycle tasks. With this release, we are also making improvements to our filters and export experiences to make them more robust.

Automated user provisioning and management

Outreach provides robust integration tools that you can use to manage users fully automatically. Check out our CRM, SCIM and APIs to understand how you can set up automatic management.

Groups

The new Groups page is where you can go to manage all your Outreach Teams and Account Teams (if you use the Team Selling via Account Teams feature)

Outreach Teams

All of your existing Outreach Teams will show up here. If you are using Team Selling with Salesforce Account Teams, they will also show up here as a separate tab. As part of this change, the User Roles has also moved to this section. There’s no change in functionality.

Sign-in

The Sign-in page is where you can go to manage your Single sign-on settings for SSO Orgs, cross instance set ups, dynamic user provisioning and username/password and session settings for customers using basic authentication.

By consolidating all things authentication into a single page, we’re hoping to make day to day management easier.

For customers that can, Outreach recommends Single Sign On experience. Additionally, you can manage your Cross-Instance sign in and set up Dynamic Provisioning of users.

Access control

The Access control page is where you can go to manage your Profiles, Collections and Layouts. You can add descriptions to your Profiles.

Additional Information

FAQs

What happens to my existing Teams, Job Roles and other pages I don’t see in the navigation?

Your existing Teams, Job Roles etc. will be maintained, we are not removing any functionality. This UI refresh is simply simplifying the navigation to align with most used core tasks

Here’s a quick lookup table on the original vs. new location

I’ve set up forecasting using User Rollups, will that continue to work?

Yes. Your existing User Rollups setup for Forecasting and Pipeline Management will continue to work as-is under Administration > Tools > Forecasting and will remain a separate functionality.