Auto-Permission Accounts Based on Account Group

Updated 

In Sprinklr you have granular permissions where every account can be given permission to Publish, Engage, View Reporting, Channel Action, View Planner or All,  based on the account group.  Now when you add an account to the account group, all the Users/User groups will have permissions to the said account. This feature helps to enable control of bulk permissions in the Workspace and Customer Environment. It is a faster way to provision.

Note

This feature is currently only for Distributed.
Also, all permissions will be given to the accounts part of the account group. 


To learn more about enabling this feature in your environment, please contact your Success Manager.

 

Auto-Permission Accounts based on Account Groups

  1. Click the New Tab icon Screen Shot 2017-09-25 at 1.52.25 PM.png and select Settings under the Social Core Cloud.
     

  2. Select Accounts.
    Space_Social_Core_Settings_Accounts.png
     

  3. Click the Space_Icon_Options (Vertical).png icon to the left of the account and select Edit.
    Space_Social_Core_Settings_Accounts_Dots_Edit.png
     

  4. In permissions, under Select Action, you can select to Publish, Engage, View Reporting, Channel Action, View Planner or All and click Save.
    Space_Social_Core_Settings_Accounts_Edit_Permissions.png
     

  5. Now go to Account Groups from Settings.
    Space_Social Core_Settings_Account Groups_Navigate to.png
     

  6. Select an account group from the list view. Click the Space_Icon_Options (Vertical).pngicon to the left of the account group. Select Edit.
    Space_Social_Core_Settings_Account_Groups_Select_Account_Group_Edit.png
     

  7. Under permissions select User/User groups to permission accounts groups. 

     

  8. Click Save.