Security basics for Outlio workspaces
Protect accounts, credentials, and lead data.
Outbound work touches inboxes and prospect data, so basic security hygiene matters.
What this helps you do
Outbound work touches inboxes and prospect data, so basic security hygiene matters.
Recommended workflow in Outlio
Use strong passwords and two-factor authentication on provider accounts.
Prefer OAuth when available.
Limit who can access billing and connected accounts.
Remove unused accounts from campaigns.
Store exports securely.
Quality checks
- Rotate credentials when teammates leave.
- Avoid sharing provider passwords in chat.
- 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.
Related articles
Profile settings
Keep your account identity up to date.
Workspace settings
Manage workspace-level preferences.
Plans and pricing
Understand plan access and limits.
Video and enrichment credits
Track credit usage where applicable.
Changing subscription plans
Upgrade or adjust billing safely.
Billing errors and failed payments
Resolve payment issues quickly.
Was this article helpful?
Need more help? Contact Support