Inviting Team Members
Roles, invitations and assigning leads.
Roles
Outboundr has three roles:
| Role | What they can do |
|---|---|
| Admin | Owns the account and billing. One per team. Handing the role over moves your leads, campaigns and appointments to the new Admin, and removes you from the team. |
| Manager | Runs prospecting and campaigns, and manages the team. Everything except billing. |
| SDR | Works the call list and the leads assigned to them. |
Each page has a minimum role. An Admin or Manager can limit which pages a member sees; the role sets the maximum.
Inviting someone
- Open Team in the sidebar
- If your workspace is not a team yet, click Create team first
- Click Invite member, enter their email address and choose Manager or SDR
- Send the invitation
The invitation is valid for 7 days and shows as pending until it is accepted. Inviting needs a paid plan; each extra user beyond your plan costs €7.99 per month, excluding VAT.
Assigning leads
Open a lead from the Leads board and assign it to a team member in the lead panel. A lead is visible to the person who owns it and to the person it is assigned to.
Following the team
The Team page shows a leaderboard with activity per rep.