Roles and Permissions
Updated
Introduction
To ensure that the users on the Sprinklr platform are set up with the appropriate access to the Advocacy features, you need to assign the right permissions to their roles. This article details how to set the right roles and permissions.
Content List Permissions
Permission | Description |
View | View the content list option on launchpad |
Create | Create a content list |
Edit | Edit the created content list |
Delete | Delete a content list |
Advocacy Community Permissions
Permission | Description |
View | View the Admin Console option on launchpad |
Create | Create a community within admin console |
Edit | Edit the created community |
Delete | Delete a community |
Advocacy Site Permissions
Permission | Description |
View | View the sites within a community |
Create | Create a site within community |
Edit | Edit the created site |
Delete | Delete a site |
View Topic | View the option of Topic management for a site |
Create Topic | Create topics for ‘Discussion/ Forums’ |
Edit Topic | Edit the created topics for ‘Discussion/ Forums’ |
Delete Topic | Delete a topic |
Gamification Reset | Permission to reset the gamification points |
Disable Reaction Campaign | Able to disable Reaction Campaign |
Edit Mobile App Settings | Able to make changes in mobile app settings |
Publish | Publish the site to reflect the changes on advocacy platform |
Advocacy Reward Engine Permissions
Permission | Description |
View | View the Reward Engine option for the site |
Create | Create Rewards for the advocates |
Edit Reward Settings | Edit the rewards’ settings. |
Reset Tokens | Permission to reset the reward tokens. |
Advocacy Reporting Permissions
Permission | Description |
View | View the Reporting option on launchpad |
Create | Create a reporting dashboard within admin console |
Edit | Edit the reporting dashboards |
Delete | Delete a reporting dashboard |
Share | Share a reporting dashboard |
Share External | Get External link for sharing it to the users |
Clone | Clone a reporting dashboard |
Export | Export the dashboard |
Create Widget | Create a widget within the dashboard |
Edit Widget | Edit a widget within the dashboard |
Delete Widget | Delete a widget within the dashboard |
Export Widget | Export a widget within the dashboard |
Clone Widget | Clone a widget within the dashboard |
Lock Widget | Lock the widget for no further changes |
Export Dashboard Metadata | Export metadata of the dashboard |
Change Widget Card | Change the widget card |
Lock | Lock the dashboard |
Generate Widget API Payload | Generate Widget API Payload |
Quick Filter in Locked Dashboards | To access quick filter in locked dashboards |
Users Overview Dashboard | To be able to access Users Overview Dashboard |
Enable Drilldown | To be able to drilldown on a widget. |
Advocacy Reporting Settings Permissions
Permission | Description |
Custom Metrics | Permission to create custom metrics |
Scheduled Reports | Permission to create Scheduled Reports |
Annotations | Permissions to dd annotations |
Target metrics | Permission to add target metrics |