You can add a team member for each Outplay license you have in the Team screen. Each team member can be assigned tasks of their own.
Note: You must be an Admin to invite team members.
- Click the user menu, and click Settings.
- Click Team.
Admins and users
In Outplay, your team members can have one or two roles:
- Users, who can perform tasks and maintain their own accounts, prospects and sequences, but can't access team-wide settings.
- Admins, who can perform their tasks, maintain all accounts, prospects and sequences and change team-wide settings.
If you have a User role, you can:
- View all tasks, but only edit or complete your own.
- Assign a task to anyone on the team.
- View all prospects, accounts and edit them.
- View all templates and sequences, but only edit your own.
- Change your own mailbox, calendar and safety settings.
If you have an Admin role, you can:
- View anyone's tasks, but only complete your own.
- Assign or re-assign a task to anyone on the team, including yourself.
- View and edit anyone's prospect, account, templates or sequence.
- Create team email templates and convert personal templates to team templates.
- Change your own mailbox, calendar and safety settings.
- Configure the Outplay team settings, such as schedules, billing, triggers, outcomes and more.
Add a team member
To add a team member:
- Click Add New User.
- Type your team member's Name and Email address.
- Select whether your team member should be a User or Admin.
- Click Send Invite.
Your team member will receive an email to invite them to your Outplay team.