4 min read
Security basics for Outlio workspaces
Protect accounts, credentials, and lead data.
Overview
Outbound work touches inboxes and prospect data, so basic security hygiene matters.
Recommended workflow
1
Use strong passwords and two-factor authentication on provider accounts.
2
Prefer OAuth when available.
3
Limit who can access billing and connected accounts.
4
Remove unused accounts from campaigns.
5
Store exports securely.
Tips that make this work better
Tip
Rotate credentials when teammates leave.
Tip
Avoid sharing provider passwords in chat.
Tip
Use app passwords for SMTP/IMAP when required.
Common mistakes to avoid
- Sharing mailbox passwords across teammates.
- Keeping old exports in public folders.
Done well, this should leave you with
A cleaner Outlio setup, fewer avoidable campaign issues, and a more reliable path from setup to replies.
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