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Introduction to Establish governance
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Build core profiles
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Create collections and teams for ultimate ROI
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Summary with reference materials
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Course feedback
Establish governance
Learn how to build core profiles, create content collections, and build governance profiles.
This course covers the essentials around profile and governance setup to establish levels of access for your users. These settings allow you to grant your users permissions to create and organize content. Organized content makes your reps more efficient by finding what they need when they need it.
Topics include:
- Build core user and governance profiles to establish levels of access
- Establish teams and collections in Outreach to improve ROI