Overview

As an on-site admin, you have the ability to manage user access within the advocacy platform. One key function is deleting advocates who no longer need access. When a user is deleted, they are removed from the advocacy site and lose all current progress. However, they can log in again at any time and restart their journey from the beginning of the advocate lifecycle. This ensures flexibility while maintaining control over active participants.

Steps to Manage and Delete Advocacy Users

To manage and delete Advocacy users, follow these steps:

A) Manage Advocacy Users

1. Access the Admin Console

• Go to the Admin Console of your Sprinklr Advocacy platform.

2. Navigate to the Sites Section

• In the Admin Console, click on the three-dot menu in the top-right corner and select View Sites.

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3. Select the Site

• Locate the site where you want to manage users.

• Click on the three-dot menu next to the site and choose Roles and Permissions.

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4. Create a New Role

• In the Roles and Permissions section, click on the option to Create Role.

• Assign the Community User permissions to the role based on the user’s needs.

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5. Assign the Role to the User

• Once the role is defined, you need to assign it to the appropriate user.

• Save the changes and ensure to Publish the Site to apply these changes.

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B) Delete Advocacy Users

• Go to the Advocacy site, navigate to the User Management section within the site.

• Once you find the user, double-click to open the user details and choose the option to Delete them from the system.