Advocacy On-Site Member Management Capabilities
Updated
Sprinklr's Advocacy Site offers the feature of On-Site Member Management, which allows Administrators to selectively delegate the authority of Member Management to specific cherrypicked Advocates, thereby empowering these Advocates with the ability to approve, reject, revoke others
Importance
Unified Platform Experience: On-site Member Managers benefit from a streamlined platform, easily managing advocates by viewing and taking actions such as approval or rejection.
Cost Reduction: Large organizations globally can onboard Regional Member Managers with necessary permissions, enabling them to efficiently onboard advocates from their regions. With this approach they can save on seat licensing fees, ensuring seamless and cost-effective Advocacy Programs.
Permissions of On-Site Member Management:
Pending User Requests: Member Managers can Approve or Reject Advocate after checking their details (Screener Questions). Advocates can be assigned specific roles while approving their profile.
Screener Pending Users: Member Managers can remind the advocates whose screener questions are not filled. They can also revoke the advocate's access.
Approved Users: Member Manager can view the details of the Approved Advocates. They have permissions to Reject, Revoke and Delete the advocate from the platform. Member Managers can also give points to the advocates.
Rejected Users: Member Managers can reject any advocate profile who is not part of their advocacy program or from their organization. They also have permission to later approve the rejected advocates with specific roles.
Revoked Users: Member Manager can revoke the site access of advocates in cases of advocate leaving the organization or when they are no longer part of advocacy program.
Add Actions for Users in Bulk
Admins can apply actions to users in bulk, such as changing their statuses, assigning roles, or awarding points. This feature is available for all types of user statuses. Admins can select all users at once or selectively choose specific users to apply actions to.
Here is the list of bulk actions that canbe taken by the admins on users in bulk.
Bulk Actions | Applicable on |
Bulk Reject | Approved Users Pending User Requests |
Bulk Revoke | Approved Users Screener Pending Users |
Bulk Delete | Approved Users Revoked Users Rejected Users |
Bulk Assign Points | Approved Users |
Assign a Role to Bulk Users | Approved Users |
Bulk Approve as User or Approve as any other roles | Rejected Users Pending User Requests |
Bulk Send Reminder | Screener Pending Users |