Overview
This section explains how users gain access to the platform, authenticate, and what permissions are available based on their role.
⚠️ Important: Permissions vary by role and determine which features and data you can access.
Invitation
New users receive an email invitation containing:
Login credentials.
Link to the Access Automate Outreach platform.
📌 Note: Invitation emails are unique to each user and cannot be reused.
Authentication
Navigate to the platform URL provided in the invitation email.
Enter the credentials provided.
Access the platform.
Authorization
Access Automate Outreach supports two user roles with distinct permissions:
Role | Permissions | Analytics Scope |
USER | Create/edit own campaigns, sequences, content; Execute own tasks; View own analytics. | Personal metrics only |
COMPANY ADMIN | All USER permissions plus: Manage team members; Configure integrations; View company-wide analytics. | Personal or Company-wide (toggle) |
💡 Best Practices
Review your role permissions before creating campaigns.
Limit admin access to users responsible for configuration and reporting.
🤔 FAQs
Q1: Can I change my role after account creation?
Answer: A company admin can update user roles from Team Members settings.