Outreach Permissions

You can set options on the Outreach tab to grant permissions to add, update, and delete mailings, campaigns, and documents.

You also can allow staff members with this profile to create templates, snippets, file attachments, and tracked links.

Outreach Tab

Field	Description
Mailings	These options define the mailing permissions for staff members with this profile.
Select All	Select this check box to select all check boxes in the Mailings section.
Read	Select this check box to let staff members with this profile view mailings.
Add/Edit	Select this check box to let staff members with this profile create mailings and modify existing mailings. If cleared, mailings are read-only when opened and staff members cannot edit fields.
Delete	Select this check box to let staff members with this profile delete mailings. If cleared, the Delete button is not available and staff members cannot delete mailings.
Launch/Suspend/Close	Select this check box to let staff members with this profile launch or suspend a mailing, relaunch a suspended mailing, and cancel a mailing.
Modify Opt-in Setting	Select this check box to let staff members with this profile change the Honor Global Opt-in setting when creating or editing a mailing.
Modify Frequency Setting	Select this check box to let staff members with this profile change the Limit Frequency of Communication setting when creating or editing a mailing.
Modify Recency Setting	Select this check box to let staff members with this profile change the Limit Recency of Communication setting when creating or editing a mailing.
Modify Suppression Setting	Select this check box to let staff members with this profile change the Honor External Suppression List setting when creating or editing a mailing.
Campaigns	These options define the campaign permissions for staff members with this profile.
Select All	Select this check box to select all check boxes in the Campaigns section.
Read/Add/Edit/Delete	Select this check box to give staff members with this profile access to Campaign, including the ability to add, edit, and delete campaigns.
Edit Campaign Status	Select this check box to let staff members with this profile modify the status of campaigns.
Edit Launched	Select this check box to let staff members with this profile edit launched campaigns.
Thread	These options determine if staff members can modify notes in campaigns, mailings, or documents.
Select All	Select this check box to select all check boxes in the Threads section.
Edit/Delete Notes created by logged in user	Select this check box to let staff members with this profile edit and delete notes they have added to a campaign, mailing, or document.
Edit/Delete Notes created by any user	Select this check box to let staff members with this profile edit and delete notes other staff members have added to a campaign, mailing, or document.
Documents	These options define the document permissions for staff members with this profile.
Select All	Select this check box to select all check boxes in the Documents section.
Read/Add/Edit/Delete	Select this check box to let staff members with this profile read, add, edit, and delete documents.
Approve	Select this check box to let staff members with this profile approve documents. If cleared, the Approved check boxes cannot be selected by staff members when adding or editing documents.
Edit Approved	Select this check box to let staff members with this profile edit a document that has been approved. If cleared, staff members cannot edit documents if the Approved check box has been selected.
HTML Design Mode	Select this check box to let staff members with this profile use the HTML editor in design mode. If cleared, the Design tab does not display and staff members can edit only in source mode.
Content Library	These options define the content library permissions for staff members with this profile.
Select All	Select this check box to select all check boxes in the Content Library section.
Templates	Select this check box to let staff members with this profile view, add, edit, and delete templates.
Snippets	Select this check box to let staff members with this profile view, add, edit, and delete snippets.
File Attachments	Select this check box to let staff members with this profile view, add, edit, and delete files.
Tracked Links	Select this check box to let staff members with this profile view, add, edit, and delete tracked links.
Audiences	These options define the audience permissions for staff members with this profile.
Select All	Select this check box to select all check boxes in the Audiences section.
Segments	Select this check box to let staff members with this profile add, edit, and delete segments.
Contact Lists	Select this check box to let staff members with this profile add, edit, and delete contact lists.
Assignment	The option in this section defines whether records related to Outreach can be assigned to staff members with this profile.
Appear in Menus	Select this check box to display accounts associated with this profile in the Assigned drop-down list when adding or editing campaigns, mailings, or documents.