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.com

Step 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