Managing your team effectively in Outboundry starts with inviting the right users and assigning the appropriate roles. This guide walks you through both.
Follow these steps to invite users to your Outboundry account:
Go to Settings
Navigate to Teams
Click on Invite Members
Enter the user’s name & email address
Select the appropriate role (Admin or Member)
Click Send Invite
Once invited:
The user will receive an email invitation
They must accept the invite using the same email address
After acceptance, they will be added to your Outboundry account.
Outboundry currently supports two roles:
Admins have full control over the account.
Permissions include:
View and manage all senders and campaigns
Connect or disconnect accounts (LinkedIn, email, etc.)
Invite/remove team members
Access and modify account settings
👉 Best suited for: Founders, team leads, or internal team members managing operations
Members operate independently within the account.
Permissions include:
Connect and manage their own accounts only
Create and manage their own campaigns
No visibility into other users’ data
👉 Best suited for: Individual contributors using their own accounts
Members cannot access or manage accounts (like LinkedIn) connected by Admins
Shared account access across users is not supported yet
This means:
If multiple users need to manage the same LinkedIn account, they must currently have Admin access
We’re working on a Workspace feature, which will introduce:
Shared access to accounts (e.g., LinkedIn, email)
Granular permissions for better control
Improved collaboration across teams
This will allow you to give access without granting full Admin control
Assign Admin role carefully, especially for external users or contractors
Use Member role when users only need access to their own accounts
Ensure users always accept invites with the correct email address
