Profile Management (Distributed) - Track and Monitor Business Profiles of Distributed Users

Updated 

With the 'Profile Management' feature, brands can not only see how their users are managing their profiles, but also approve the changes they are making. This feature helps brands monitor if their employees or social media executives are sharing content that complies with the brands' values and reputation through their business social handles. Brand admins, especially in the FinServ industry, want to keep a check on the profile changes Distributed users are making in their accounts (LinkedIn, Twitter, Facebook profile, GMB). With the use of 'Profile Management' they can approve/reject these changes.

Note

The 'Profile Management' feature comes with limited availability. To get this enabled for your account, get in touch with your Success Manager.

 

There are two ways in which a user may update their profile -

  1. Through Sprinklr Distributed - There are profile changes that the user can make through the Sprinklr platform itself. For such changes, we create a workflow engine process to create approval task and send these changes to channel once the admin approves them.

  2. Natively - For changes that are made natively, an Audience Update rule is created and the above workflow is triggered.

To Set Up Profile Management

  1. Click the New Tab icon Space Add New Tab Icon. Under the Governance Console, click All Settings within Platform Setup.
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  2. Search Distributed Control Panel and select it.

  3. Click New Configuration in the top right corner. Or edit an existing configuration by selecting the Edit option.
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  4. Move to the App Properties tab. 

  5. Select the channels that you want the user to operate.
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  6. Click Save in the bottom right corner. 

Note:

Even if the checkboxes under App Properties are checked, the following conditions should be met in order for the View Profile Info option to be visible on the supported profiles on the Distributed environment.

  • Profile Management should be enabled.

  • User should be Owner, or ALLOW_MANAGING_PERMISSIBLE_ACCOUNT should be True in persona configuration.

  • Account should be Active.