Team access basics
Give teammates the right access.
Team access should match each person’s role in campaign building, billing, or reply handling.
What this helps you do
Team access should match each person’s role in campaign building, billing, or reply handling.
Recommended workflow in Outlio
Review who needs access.
Invite teammates where supported.
Explain ownership of campaigns, accounts, and Unibox replies.
Remove access for people who no longer need it.
Audit access during team changes.
Quality checks
- Give billing access only to owners who need it.
- Keep reply handling responsibilities clear.
- Use shared documentation for campaign handoffs.
Common mistakes to avoid
- Letting old users retain access.
- Having multiple people reply to the same lead without coordination.
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
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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.
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