Provide Account-level permissions

Updated 

Learn about the role-based and account-level base permissions in Sprinklr for the smooth operation of your account.

In addition to the role-based permissions that allow users the general ability to perform certain actions, account-level permissions allow users to take actions on specific accounts. While adding an account or editing an account, you may grant permissions to specific users/user groups for specific actions allowing or restricting them to act only on permitted action types.

Note:

Customer and Workspace Admins have permission to view all the accounts.

Persona and use cases

Persona

Use Cases

Ads Media Planner and System Administrator

  • Allow administrators to grant permission to users to perform certain actions

  • Allow administrators to take action on specific accounts

To provide account-level permissions

  1. Click the New Tab icon Space Add New Tab Icon. Under the Sprinklr Social tab, click Owned Social Accounts within Listen.

  2. Hover over the desired account's Options icon baseline_more_vert_black_18dp.png and select Edit

  3. In the Update Account window, under the Permissions section. From the Select Action and Users / Users Groups drop-down menus, select the action type you want to assign the permission for and the users/user groups you want to assign the permission to, respectively. For more information, see Account Level Permissions — Field Descriptions

  4. Click Save in the bottom right corner to save the changes.

Account level permissions — Field Descriptions

Term
Description
All

Provides all account-level permissions.

Publish

Allows users to publish messages from the specified account.

Engage

Allows users to engage and respond to messages for the specified account.

View Reporting

Allows users to view Reporting data associated with the specified account. 

Note: This permission additionally may control viewing associated account information like Twitter profiles following the specified accounts.

Channel Action

Applies to channel-specific actions associated with the native channel. For example, users can hide, schedule, or publish messages on Facebook, favorite/unfavorite tweets on Twitter or Mark the messages read/unread on LinkedIn.

View Planner

Allows users to view the Editorial Calendar.

Best practices

You can grant permissions to users/user groups while adding a new account or editing an existing account. For more information about adding a new account, see Add an Account.

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