The newly introduced state, Action Required, indicates that the account is partially affected, meaning that publishing on the account may be impacted but reporting would be working just fine. The account may be affected due to a variety reasons such as:

• missing permissions or roles on the channel,

• API migration (such as the one we recently had for Pinterest ) or

• new feature introduction (such as the LinkedIn Company Page Direct Message feature ).

While API migrations and new feature introductions are a rarity, it is much more common that a user adding account to Sprinklr is missing permission or role on the concerned channel. This may lead to certian functionalities going missing on the account when added in Sprinklr. We will indicate all such missing permissions or roles in the way shown below:

The diagnostics tab of any account will be visible to users from the accounts page or the engagement dashboard as well - how you can get to the diagnostics tab is covered in the articles linked respectively.

Once you see the missing roles or permission, you can take action on including those while re-adding the account into Sprinklr but first, let us cover what each permission means and what it impacts in Sprinklr and then we will cover how you can ensure these permissions or roles are given to Sprinklr when re-adding the account.

Facebook Page

When integrating a Facebook Page with Sprinklr, certain permissions are required to ensure seamless functionality and access to essential features. These permissions allow Sprinklr to retrieve and manage information from the connected Facebook Page, such as page insights, posts, or messages. Each permission is associated with specific features, ensuring that only the necessary data is accessed and handled securely.

Granting the appropriate permissions is a critical step during the integration process. If certain permissions are not granted, specific features or functionality may be limited or unavailable. For example, if the Manage Pages permission is not provided, Sprinklr will be unable to publish posts on your behalf. Similarly, a lack of the Read Insights permission means that performance metrics from your Facebook Page cannot be displayed within the app.

Below is a permissions matrix to help you understand the required permissions, their purposes, and the impact of not granting them:

On Facebook, you can also invite other users to your page with a role. You can learn more about how to give this access here: https://www.facebook.com/help/187316341316631/.

Further, you can give someone 'task' or 'partial' access to your page on Facebook, which can ensure that people can only perform specific actions with your page via other management tools such as Meta Business Suite. Different tasks and their level of access are mentioned in the table provided below:

If a task access is missing, for example - Content task access is missing on your user when adding page to Sprinklr, then publishing of posts from Sprinklr will fail.

To give or update someone's task access, you can follow the steps outlined in Facebook's own help article here .

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Instagram Account

Similar to Facebook Page, when integrating an Instagram account with Sprinklr, certain permissions are required to ensure seamless functionality and access to essential features. These permissions allow Sprinklr to retrieve and manage information from the connected Instagram account, such as page insights, posts, or messages. Each permission is associated with specific features, ensuring that only the necessary data is accessed and handled securely. Below is the permission matrix for Instagram accounts:

This document serves as a comprehensive guide, detailing each permission required by Sprinklr and its associated functionality. It also explains the potential impact of withholding permissions, helping you make informed decisions during the integration process.