Outdoo AI User Roles & Permissions Guide

Outdoo AI offers a flexible, role-based access system that helps teams collaborate effectively while ensuring sensitive features are accessible only to relevant stakeholders. Here's a complete breakdown of user roles, their permissions, and billing applicability:

🔑 Role Overview

📝 Quick Role Highlights

• Admin: Full access to all features and settings. Ideal for account owners and platform administrators.
• Manager: Broad access, including coaching and insights. Suited for team leads and department heads.
• Employee: Core access to collaboration and opportunities. Limited coaching and no company-level visibility.
• Billing: Limited to account and billing-related functions. No access to conversation or opportunity features.
• Viewer: Read-only access for leadership or advisors; great for oversight without billing or operational involvement.
• RevOps / SalesOps / Sales Enablement: Strategic operational roles with access to all business-critical features, excluding company settings.
• Tech Admin: Full access to all features and settings. Best suited for managing platform-level integrations and IT controls.

💡 Note:

Kindly ensure that you add new members manually to assign appropriate roles and permissions based on their responsibilities.