‎Add, Manage, and Remove Delegates in Distributed

Add, Manage, and Remove Delegates in Distributed

Updated

3 days ago

Delegate users are distributed users who are invited by other fellow distributed users (Advisors) to perform their day-to-day tasks. Advisors can add delegates to help them on the platform in carrying out their daily operations like publishing, engaging, profile management, etc. Once invited, the delegate can access some or all of the advisor's accounts, as allowed by the advisor.

Use Case

As an advisor, you want to carry out your day-to-day activities by inviting delegates to perform all tasks on your behalf in your absence.
With multiple accounts linked to your profile, you can have several delegates assist you and choose which accounts they can access.
When you, as an advisor, lack the time to regularly log into the platform, you can use this feature to have another user monitor and manage your social media accounts.

Benefits

Ensures that tasks like publishing content, and responding to leads are completed even when the advisor is unavailable. 
Facilitates teamwork by allowing multiple delegates to work on different accounts.
Provides round-the-clock social media management by having multiple delegates in various time zones. 
Ensures effective workload management, in case of significant increase in workload.

Availability based on User Permissions

Refer to this article to get this capability enabled.

All Distributed users can invite other users as delegates depending on the below user permissions.

Steps to Use this Capability

To invite a delegate and assign accounts at the same time.

1. Log in to the Distributed environment.

2. Click the Profile icon in the bottom left corner and select Settings from the popup window.

3. Go to the Workspace Settings tab.

4. Click Delegates. Then click the dropdown icon adjacent to Add Member in the top right corner, and click Add Delegate.

5. Enter the email address of the delegate, and click Enter/Return.

6. When the delegate added is already present as a user in Sprinklr then Add Delegate button will be visible at the bottom.

7. When the delegate is not added as a user in Sprinklr then Create Delegate button will be visible at the bottom.

8. When you do not have the required permissions to add a delegate, this message pops up on the UI.

9. Click Add Delegate/ Create Delegate at the bottom right corner.

10. In the Create Delegate window, enter the First Name and the Last Name of the delegate.

11. Enter the accounts you want to share with the delegate.

12. Click Create Delegate in the bottom right corner. Once the Delegate is added, Delegate start showing up in the list of the Delegates in the Workspace Settings tab. The delegate also receives a notification mail in the added email address.

To add/remove Delegates for an Account

1. Log in to the Distributed environment.

2. Click the Profile icon at the bottom left corner. Click Settings.

3. Click the Account. Hover over the Options icon, and click Edit Account.

4. Under Select Delegate for this account, select the Delegate. You can also remove a Delegate from here.

5. Click Save in the bottom right corner.

Note:

You can add multiple Delegates to an Account.
When you add a Delegate to an Account, the Delegate will get all the permissions that you have.

To remove a Delegate from Workspace Settings

1. Log in to the Distributed environment.

2. Click the Profile icon at the bottom left corner. Click Settings.

3. Go to the Workspace Settings tab.

4. Click Delegates. You will see the list of existing Delegates.

5. Click the Options icon adjacent to the delegate you want to remove and click Remove.