Auto-Permission Accounts Based on Account Group
Updated
In Sprinklr you have granular permissions where every account can be given permission to Publish, Engage, View Reporting, Channel Action, View Planner or All, based on the account group. Now when you add an account to the account group, all the Users/User groups will have permissions to the said account. This feature helps to enable control of bulk permissions in the Workspace and Customer Environment. It is a faster way to provision.
Note This feature is currently only for Distributed. |
| To learn more about enabling this feature in your environment, please contact your Success Manager. |
Auto-Permission Accounts based on Account Groups
Click Launchpad
or New Tab . Under Platform Modules, select All Settings within Settings.
From the left pane, select Account Management and then select Accounts.
Click the
icon to the left of the account and select Edit.
In Permissions section, under Select Action, you can select to Publish, Engage, View Reporting, Channel Action, View Planner or All and click Save.
Now go to Account Groups from Settings.
Select an account group from the list view. Click the
icon to the left of the account group. Select Edit.
Under Permissions select User/User groups to permission accounts groups.
Click Save.