Upload an image of the user. 

Enter the user's first name. 

Enter the user's last name. 

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

Phone Number

Enter the phone number of the User.

Select the appropriate package. Package refers to the bundle of modules or capabilities purchased.

• Core (Sprinklr Social, Insights, Ads, Marketing modules)

• Care (Sprinklr Care module)

• Lite (limited functionality, includes Ads Lite & Distributed User)

If more than one package has been enabled in your environment, you can select multiple package using .

Select the appropriate seat for the package. Specifies the level of access the user is provided with.

• Core:

  • Growth (previously Standard)

  • Enterprise (previously Professional)

• Care:

  • Care

• Lite

Specifies the additional features or modules that can be purchased and enabled in addition to a user’s assigned Package and Seat type. For example, if a user is assigned the Core package with an Enterprise seat, the following add-on modules are available:

• Core > Enterprise:

  • Standard Ads

  • Advanced Ads

  • Marketing

  • Product Insights

  • Location Insights

  • Advocacy

  • Distributed

  • Display

• Lite

  • Ads Lite

  • Distributed User

​

Select a Customer Global Role if applicable.

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

Select Workspace.

Click this to add a new local role.

Select a Workspace Role if applicable.

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

Enter the department to which the user belongs. 

If the user's manager is available in Sprinklr, they can be selected from a drop-down list. 

Enter the secondary user for the user. Filling the secondary user will be helpful when the primary user becomes inactive. For example, the scheduled triggers will be sent to the secondary user in case the primary user becomes inactive.

Select the desired product seat from the drop-down menu.

Select the required language.  

Enter the Federation ID.

Select the homepage persona from the drop-down list

Enable Persona App based experience

Select this if you want the user to only have access to Persona App UI.

Is Active

Select this option to set a user as active or inactive. Inactive users cannot log in to the Sprinklr. 

Forbidden Mobile View

Login using only SSO

Select this option if you want the user to be able to login using only SSO (Single Sign-On).

Revoke Auth Token on Passwory Expiry

Select this option to revoke authorization access tokens on password expiry. 

Custom Properties

Enter the desired properties. 

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

Select the primary user group from the drop-down menu.

Select the desired social channel from the drop-down menu.

Select the default handle for the social channel.

Click to add a new default handle for the social channel.

Select the desired skill from the drop-down menu.

Enter the desired proficiency score for the skill.

Add Skills

Click + to add the skills of the user and the respective proficiency score. Hence, when a new message or case comes into the queue, the Assignment Engine will route them to an agent who has the requisite skills and available capacity.

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.

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

Select the approver user group for the user.