Understanding Roles and Permissions
Updated
In establishing robust Advocacy programs at scale, a dedicated team of administrators, publishers, and analysts plays a pivotal role.
This document introduces the strategic approach of assigning On-Site Roles and Permissions tailored to each admin, publisher, and analyst, ensuring precise and empowering access.
Importance
The Admin team can take advantage of the on-site experience, which offers a simplified user interface and allows them to carry out most of their Day-to-Day administrative activities.
The Publishing Team can easily access and preview the content they have published on the Advocacy site without the constant need to switch between the admin view and the advocate view.
On-Site Roles and Permissions facilitate this process at no additional per-seat license cost, ensuring scalable advocate delegation.
Overview of On-Site Roles and Permissions
Content Management: Organizations can let advocacy champions generate relevant community content by designating them as content creators/managers.
Community User Management: Member Managers handle advocate approvals, rejections, and prompt completion of screener questions, freeing administrators to prioritize critical tasks.
User-Generated Content Management: User Generated Content Management permissions grant users' access to View, Approve and Delete the content suggested by the advocates.
Broadcasting: Broadcasting permissions grant advocates access to broadcast published advocacy content to Brands Slack, MS Teams, Yammer channels. By onboarding advocates that are owners of regional/departmental Teams/Slack/Yammer channels to advocacy and providing them these permissions can unburden Advocacy Admins from this responsibility.
Viewing Aggregated User and Content Performance Reports: Site Reporting Permissions grant access for users to view simplified Mini reporting dashboard which shows the aggregated data giving an overview of the platform's performance.
How to configure On-Site Roles and Permissions
Navigate to Admin Console under Advocacy within Engage in the Sprinklr Social tab.
Hover over Options icon adjuscent to the Advocacy Community and Click View Site.
Hover over Options icon adjuscent to the Advocacy Site and select Roles and Permissions.
Click Create Role in the top right corner to create a new role.
Give a Role name and select required permissions for the role.
Assign Users to this role (Can select individual Users or Profile Lists)
Click Save.
