Instantly Enterprise RBAC
Overview
Manage team access to Instantly email outreach campaigns, sending accounts, and lead lists. Instantly uses per-seat pricing with workspace-level roles: Owner, Admin, and Member.
Prerequisites
- Instantly Growth or Hypergrowth plan (per-seat + sending volume pricing)
- Workspace owner or admin role
- Email sending accounts connected and warmed up
Instructions
Step 1: Define Team Roles and Sending Permissions
# instantly-access-matrix.yaml
roles:
owner:
permissions: [manage_billing, manage_members, all_campaigns, all_accounts, analytics]
admin:
permissions: [manage_members, all_campaigns, all_accounts, analytics]
member:
permissions: [own_campaigns, assigned_accounts, own_analytics]
# Sending account assignment
sending_accounts:
"john@outreach.company.com": assigned_to: john@company.com
"sales1@outreach.company.com": assigned_to: sarah@company.com
"sales2@outreach.company.com": assigned_to: sarah@company.comStep 2: Invite Team Members with Role Assignment
set -euo pipefail
# Invite an SDR as a Member (limited to own campaigns)
curl -X POST https://api.instantly.ai/api/v1/team/invite \
-H "Authorization: Bearer $INSTANTLY_API_KEY" \
-d '{"email": "sdr@company.com", "role": "member"}'
# List team members
curl https://api.instantly.ai/api/v1/team/members \
-H "Authorization: Bearer $INSTANTLY_API_KEY" | jq '.[] | {email, role, status}'Step 3: Assign Sending Accounts to Specific Members
Prevent cross-contamination of email reputation by assigning each warmed sending account to exactly one team member:
set -euo pipefail
curl -X POST https://api.instantly.ai/api/v1/account/assign \
-H "Authorization: Bearer $INSTANTLY_API_KEY" \
-d '{"account_email": "john@outreach.company.com", "assigned_to": "john@company.com"}'Step 4: Set Campaign Visibility Rules
- Private campaigns: Only the creator and admins can see them
- Team campaigns: Visible to all workspace members
- Configure default visibility in Workspace Settings > Campaigns > Default Visibility
Step 5: Monitor Sending Limits and Deliverability
set -euo pipefail
# Check sending limits and current usage per account
curl https://api.instantly.ai/api/v1/account/status \
-H "Authorization: Bearer $INSTANTLY_API_KEY" | \
jq '.accounts[] | {email, daily_limit, sent_today, warmup_status, reputation_score}'Error Handling
| Issue | Cause | Solution |
|---|---|---|
| Member can't see campaign | Campaign set to private | Change visibility or add member as collaborator |
| Sending account bounce spike | Account not fully warmed | Reduce daily limit, extend warmup period |
403 on team endpoint | User is Member, not Admin | Promote to Admin for team management |
| Duplicate leads across SDRs | No lead deduplication | Enable workspace-level lead dedup in settings |
Examples
Basic usage: Apply instantly enterprise rbac to a standard project setup with default configuration options.
Advanced scenario: Customize instantly enterprise rbac for production environments with multiple constraints and team-specific requirements.
Output
- Configuration files or code changes applied to the project
- Validation report confirming correct implementation
- Summary of changes made and their rationale
Resources
- Official Instantly Enterprise Rbac documentation
- Community best practices and patterns
- Related skills in this plugin pack