An Account Group is a grouping of multiple accounts. An Account Group can be created by individually selecting accounts to add (static), or based on a property or properties (dynamic). An Account Group is not limited to a single social media channel. Accounts in an Account Group can belong to different channels. Grouping accounts within a group allows you to perform actions simultaneously on all the account types given that the user has been provided permission to all the accounts within the account group. A user having permission to the account group does not ensure that the user automatically gets the permission to all the accounts within the account group. To ensure that any account group related action is performed in all the accounts within the account group, the permission must be granted to the user individually for all account types.

For example, if a user wants to publish a content using Account Group consisting of a Facebook account and a Twitter account, but the user only has permission to the Facebook account, then the content will only get published to Facebook and not Twitter. 

To Add an Account Group in Sprinklr

1. Click the New Tab icon . Under the Governance Console, click All Settings within Platform Setup.

2. In the Platform Settings window, click Manage Workspace in the left pane and select Account Groups in the right pane.

3. In the Account Groups window, click Add Account Group in the top right corner.

4. In the Create Account Group window, choose the desired type of account groups based on your requirements. The following options are available:

   • Static Group: Add Specific Accounts

   • Dynamic Group: Add Accounts based on Account Properties

5. Under Basic Information, enter the Account Group Name with a Description for the account group.

6. Under Permissions, select the Users/User Groups from the drop-down menu whom you wish to grant permissions to access the account group.

7. Under Subscribers, select Users/User Groups from the drop-down menu whom you want to add as subscribers to receive email notifications regarding the deactivation or deletion of the subscribed account group.

8. Under Share this account group across workspaces, either check Visible in all workspace box or select the desired Workspaces from the drop-down menu.

9. Click Save in the bottom right corner of the Create Account Group window.

To Create a Static Account Group

1. In the Create Account Group window, choose Static group to manually add specific accounts.

2. Under Select Accounts, select the accounts you wish to add the group. Search for a specific group by typing in keywords into the search bar. 

3. Review the final list of the selected accounts that will be added to the static account group.

4. Click Save in the bottom right corner of the Create Account Group window when you are satisfied with your account grouping.

To Create a Dynamic Account Group

1. In the Create Account Group window, choose Dynamic group to add accounts that meet specific properties. 

2. Under Define Properties, Select account Attributes and Values from the drop-down menu to specify the properties of the Account Group. Accounts that meet this criterion will be included in the group.

3. Click Add New Attribute to select more account with attributes & values.

4. Review the final list of the Accounts that meet the criteria of the dynamic account group.

5. Click Save in the bottom right corner of the Create Account Group window when you are satisfied with your account grouping criteria.