Outreach Data Access and Permission Levels

To fully utilize Orum’s platform capabilities, users must authorize access to their Outreach data. This authorization is required during the initial login process, where users must also agree to Orum’s Terms of Service.

Data Access Permission Levels

Orum requires specific permission levels to interact with your Outreach data effectively. Below is a summary of the data categories and the corresponding access permissions:

• Prospects: Read/Write

• Accounts: Read

• Cadences: Read

• Dispositions: Read

• Sentiments: Read/Write

• Custom Fields: Read/Write

• Phone Fields: Read

• Tasks: Read/Write

• Tags: Read

• Call History: Read

• Actions: Read

• Pinned Notes: Read/Write

• Calls: Read/Write

• Groups: Read

• Users: Read

• Steps: Read

• Person Stages: Read

• Notes: Read

• Owner: Read

• First Sequence Email: Read

Why These Permissions Are Necessary

The above permissions enable Orum to seamlessly integrate with your Outreach account, ensuring that you can leverage the full suite of Orum’s features, such as automated dialing, call logging, and activity tracking, without manual data entry.

For any issues or concerns related to data access permissions, please contact our support team.