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]