Overview

Adding or cloning users in Sprinklr helps you onboard your team by granting the required access and permissions. Once a user is added or cloned, they can accept the email invitation and update personal details such as first name, last name, phone number, and language, if needed. This article details the steps for creating new users and cloning existing users in detail.

Steps to Clone Existing User(s) and Add New User(s)

1. Click the New Tab icon in your Sprinklr platform. Under Platform Modules, select All Settings to open the Settings screen. From the left panel of this screen, choose User Management to open the User Management screen.

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2. Using the User Management screen, you can Clone an Existing User and Add a New User as follows:

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   • Clone Existing User

     To clone a user, search for a user name and click the vertical ellipsis (Options icon) next to it. From the list of options available, select Clone to open the Clone User window. Here, all fields are prefilled except the User Info section. Enter the required details and click Save to clone the user.

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   • Add New User

     To add a new user, click Add User in the top-right corner of the User Management screen. A Create User window opens up. Here, enter the required details. Click Save in the bottom-right corner to create the user.

     For additional information about each section, see the New User: Field Descriptions section of this article.

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New User: Field Descriptions

The new user fields are categorized into the following sections:

1. User Info​

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1. Upload Image: Upload an image of the user. 

2. First Name: Enter the user's first name. 

3. Last Name: Enter the user's last name. 

4. Email ID: Enter the email address of the user, which will be used when logging into Sprinklr.

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   Note: It is recommended to first enter the email address before you fill any other field. It ensures that Sprinklr auto populates the remaining fields based on the existing user-related data available in the Sprinklr database.

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5. Phone Number: Enter the user's phone number.  

6. User Type: Select the level of access for the user. 

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2. ​User Assigned Roles

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1. Global Roles: Select a Customer Global Role if applicable.

2. Local Roles: Select a Customer Local Role if applicable. Local roles are special global level roles that can be enabled for specific workspaces.

3. Workspace: Select Workspace.

4. Add New Local Role: Click this to add a new local role.

5. Workspace Roles: Select a Workspace Role if applicable.

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3. Teams​

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1. Designation: Enter the designation (you may opt to use this field to describe the organizational role of the user). 

2. Department: Enter the department to which the user belongs. 

3. Manager: If the user's manager is available in Sprinklr, he or she can be selected from a drop-down list. 

4. Secondary User: Designate a secondary or backup user during the user creation process. This user will be responsible for transferring specific assets if the primary user is deactivated.

   Assets eligible for transfer include:

   • Scheduled Exports

   • Dataflows

   After the transfer, the secondary user will need to log in again to activate the scheduled exports, run pipelines, and manage other reporting assets.

   This feature enables a hierarchical structure where User 2 can serve as the backup for User 1, User 3 as the backup for User 2, and so forth, ensuring a seamless transition and continuity in operations.

5. Setup Supervisor Team: Add the user groups that are part of Supervisor's Team.

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4. User Properties

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1. Product Seat: Select the desired product seat from the drop-down menu. Please refer to About Product Seat for more information.

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2. Language: Enter the language to be used by the user in Sprinklr. The following languages can be selected for users: Arabic, English (U.K.), English (U.S.), French, German, Italian, Japanese, Korean, Portuguese, Russian, Simplified Chinese, Spanish 

   Note: The language selected applies to the language a user will see in Sprinklr, not the content of messages which will appear in the language in which they were written unless translated.

3. Define logout timeout in minutes: Either enter or select the logout timeout in minutes from the drop-down list. Note that this setting will override any logout timeout setting defined in the user groups.

4. Federation ID: Assigning a Federation ID helps for unique identification. You cannot assign the same federation identity to more than one user across the Workspace within the same Customer. 

   Note: The federation ID is additionally used by Customer Environments for attaching extra SSO Login information which is used as a part of the authentication request.     

5. Restricted IPs: Enter the restricted IPs, if applicable. Once you have entered the IPs, you will be only able to access Sprinklr from those specified IPs.

6. Interaction Visibility: Add the individuals whose conversations this user can access.

7. Homepage Persona: Select the Homepage Persona view you want the user to see.

8. Enable Persona App based experience: On selecting this option, user will only be able to access Persona App UI.

9. Is Active: Select this option to set a user as active or inactive. Inactive users cannot log in to Sprinklr. 

10. Turn on Hyperspace: Check the box if you want to turn on Hyperspace pattern for the user.

11. Forbidden Mobile View: Check the box if you don't want the user to have Mobile view access.

12. Login using only SSO: Check the box if you want the user to be able to log in using only SSO (Single Sign-On). 

13. Revoke Auth Token On Password Expiry: Check the box to revoke authorization access tokens on password expiry. 

14. Is Distributed User: Check the box if you want the user to be in the distributed interface.  

    Note: When a Distributed User is deleted, all the accounts owned by the user will also get deactivated.             

15. Enable TFA: Check the box if you want to enable TFA for the user.

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5. Properties

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1. Custom Properties: Enter the desired custom fields for better filtering & tagging of users. 

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6. User Groups to include User in

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1. Select User Groups: Select the user group(s) to include the user in from the drop-down menu. 

2. Primary User Group: Select the primary user group from the drop-down menu.

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7. Default Handles

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1. Select Channel: Select the desired social channel from the drop-down menu.

2. Select Handles: Select the default handle for the social channel.

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8. Approvers

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1. Publishing Approval Mandatory: Check the box if you want the user's posts to go through mandatory approval by another user or users. If a mandatory approval is set for a user who is added to multiple workspaces, the approval must be set in each workspace.

2. Approvers: Select the approver(s) for this user. Approvers set will only apply if Publishing Approval Mandatory is selected.

3. Approver User Group: Select the approver user group for the user.

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