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

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