4 min read
Team access basics
Give teammates the right access.
Overview
Team access should match each person’s role in campaign building, billing, or reply handling.
Recommended workflow
1
Review who needs access.
2
Invite teammates where supported.
3
Explain ownership of campaigns, accounts, and Unibox replies.
4
Remove access for people who no longer need it.
5
Audit access during team changes.
Tips that make this work better
Tip
Give billing access only to owners who need it.
Tip
Keep reply handling responsibilities clear.
Tip
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.
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