This article walks you through verifying users, permissions, connected accounts, and campaign senders step by step.
Before you activate outreach in Signalist, you need a clear answer to five separate questions: who has workspace access, who is allowed to send, which LinkedIn or email accounts are connected, which channel a campaign will use, and which sender is selected for that campaign. If you treat those as the same thing, it becomes easy to assign the wrong person, connect the wrong account, or assume that access automatically means sending is allowed.
A Signalist user can have access to the workspace without being permitted or configured to send outreach. That distinction is important. Workspace access only means a person can log in and use the parts of Signalist available to their role.
Sending permission is a separate decision. Sending permission or sending capacity determines whether a user is allowed or configured to perform outreach. Confirm the relevant setting in your workspace before relying on it, because the wording may vary.
Connected accounts are another separate layer. A LinkedIn account connection and an email account connection are not interchangeable and should be checked independently. A user may be allowed to connect accounts but still have no active LinkedIn connection, no active email connection, or no approved sending role.
Finally, a campaign still needs the correct sender, channel, and account assignment. Even if a person has permission to send and has a connected account, you should still verify that the campaign is using the intended sender before activation.
Do not describe workspace access as automatic authorization to send messages. Access, permission, connected-account status, and campaign assignment are separate checks.
Assign sending permissions only to people who actually perform outreach. This reduces confusion, lowers account risk, and makes review responsibility clearer.
Your goal is to confirm the minimum safe setup: the right people have the right level of access, only approved people can connect accounts, connected-account status is visible, and the intended sender can be checked again during campaign review.
| Problem | Solution |
|---|---|
| A user can access Signalist but cannot send. | Check several separate conditions: the person’s workspace role, whether they have sending permission or capacity, whether the required account is connected, and whether the campaign has the correct sender assigned. Access to the workspace alone does not confirm sending ability. |
| An email account appears disconnected. | Open the user-management area and review the email connection status for that user. If your workspace provides a documented connect flow, start it again there. Do not change campaign setup until the account status clearly shows that the sender is connected and ready. |
| A LinkedIn connection action shows a permission or account-related restriction. | Do not bypass the restriction. First confirm whether the user is actually allowed to connect accounts and whether account, permission, or workspace restrictions apply. If the message appears contradictory or the restriction persists, contact an administrator or support. |
| The expected sender is unavailable in the campaign. | Check whether the intended person has the required sending permission, whether the correct LinkedIn or email account is connected, and whether the campaign channel matches that account. Then review the selected sender again in the campaign review area. |
| The administrator is unsure whether an account is ready for outreach. | Use a controlled checklist: confirm user responsibility, sending permission, connected-account status, selected channel, campaign sender assignment, sender name, limits, and preview. If any item is unclear, stop before activation and review it with the responsible approver. |
Does workspace access mean a user can send outreach?
No. Workspace access, sending permission, connected-account status, and campaign sender assignment are separate checks.
Should LinkedIn and email connections be checked separately?
Yes. A connected LinkedIn account does not mean that an email account is also connected, and the reverse is also true. Check both connection indicators independently.
Who should receive sending permission?
Give sending permission or sending capacity only to people who actually perform outreach. Clearly document who prepares content, who reviews it, and who may activate sending.
How should I test a newly connected account?
Use a small internal or controlled list. Verify the sender identity, selected channel, connected account, recipient group, message preview, and review flow before broader outreach.
What should I do if the expected sender is unavailable?
Check the user’s sending permission, the required account connection, the campaign channel, and the campaign sender assignment. If a restriction remains unclear, contact an administrator or Signalist support instead of bypassing it.
This walkthrough helps you reach the smallest safe first result in Signalist. You will check the essentials, choose a suitable lead source, build a small test list, review lead quality, and reach the message review stage.
Clear responsibility helps prevent duplicate outreach, missed replies, unsafe activation, and unclear decisions. If your team uses lists, campaigns, trackers, or replies without named owners, it becomes easy for the same person to be contacted twice, for a campaign to be activated without a final check, or for replies to sit unanswered.
Tracker lists are the collections of companies Signalist watches for you. Every signal we detect is matched against your lists.