Permissions related to publishing
Updated
To make sure that the new Users in your Sprinklr environment are set up with the appropriate access and capabilities to create and view messages within the Publisher, you may want to ensure that their roles are granted the right permissions. This article covers details about role-based Publishing permissions. Roles are assigned to users or user groups within your environment. You can first review how to Add a User or learn more about the basics of permissions in Roles and Permissions.
To manage publishing permissions
Click the New Tab icon
. Under Governance Console, click All Settings within Platform Setup.
On the Platform Settings window, click Manage Workspace in the left pane and select Workspace Roles from the right pane.
On the Workspace Roles (Settings) window, click Create Role in the top right corner to add a role.
On the Add Role popup window, fill in the role details.
To enable all the publishing permissions, select All box under Outbound Message within Publishing.
Click Save in the bottom right corner to define roles and permissions for the users.
Publishing Roles & Permissions — Field Descriptions
Term | Description |
Role Name | Enter a unique name to identify the Role. |
Description | Enter an optional description for the Role. |
Select Permissions | Select the individual permissions for the Role. |
Users to Assign this Role to | Select individual user(s) who will be provisioned with the Role and its associated permissions. |
User Groups to Assign this Role to | Select the user group(s) who will be provisioned with the Role and its associated permissions |
Tip Permissioning user groups can be a great way to quickly assign multiple users on your team to a Role. When a user is added or removed to/from a group, that user will automatically have the permissions assigned to the group without the need to individually assign a role to the user. |
Publishing Permissions for Outbound Message
Term | Description |
View | Allows users to access the publisher. |
Edit Sent Post
| Allows users to edit previously sent posts or advocacy content. |
Publish | allows users to publish outbound messages. |
Create Draft | Allows users to create drafts from the Publisher. |
Create Localized Copy | allows users to create localized copies from the publisher. |
Show Response Suggestions | allows users to view response suggestions. |
Enable Response Compliance | allows users to enable response compliance. |
Edit and Approve | allows users to edit and approve content. |
Delete | Allows users to delete outbound publisher messages. |
Approve/Reject | allows users to approve or reject outbound messages. |
Giphy Search | Allows users to search Giphy. |
View Confidential | Users can view confidential messages regardless of sharing permissions. |
Add Cc | allows users to add CC while replying to emails. To learn more about getting this permission enabled, please work with your success manager. |
Add Bcc | Users can add Bcc to email replies. To learn more about getting this permission enabled, please work with your success manager. |
Use this DP to add CC: ADD_CC_BCC_IN_PUBLISHER_BASED_ON_PERMISSION_ENABLED - boolean DP