Add User(s) in Sprinklr

Updated 

Adding users to Sprinklr allows you to onboard your team, providing new users with the access and permissions they need to get started in Sprinklr. The article below will explore the basic information you need in order to add users and the options Admins have to edit user details.

Once the user(s) are added to Sprinklr, an email invite is sent to them which remains active for 60 days. After accepting the invite, the users can edit their personal details like First Name, Last Name, Phone Number, and Language regardless of their User-type.


Admin Set-up

To add a user, you must either be a Global Admin/User or a Workspace Admin of the customer/workspace environment in which you want to add users. You cannot create a user with a higher user level than yourself.

Also, you must have the appropriate permissions to be able to add users in Sprinklr. To learn more about Global and Workspace level permissions, see Sprinklr Platform Permissions.

To Add a Single User

  1. Click the New Tab icon Space Add New Tab Icon. Under the Unified Front Office Platform, select Users within Platform Setup.

  2. In the User(Settings) window, click Add User in the top right corner.

  3. In the New User window, fill in the required details. For more information, see New User — Field Descriptions.PlatformSettings_Users_NewUser.png

  4. Click Save in the bottom right corner of the New User window.

New User — Field Descriptions

Terms
Description
User Primary Details 
PlatformSettings_Users_NewUser_UserPrimaryDetails.png
Upload Image 

Upload an image of the user. 

First Name

Enter the user's first name. 

Last Name

Enter the user's last name. 

Email ID 

Enter the email address of the user, which will be used when logging into the Sprinklr. 

Note

It is recommended to first enter the e-mail address before you fill any other field. It ensures that Sprinklr auto-populates the remaining fields based on the existing user-related data available in the Sprinklr database. 

User Type

Select the level of access for the user. 

Select the desired product seat from the drop-down menu.

Note

Modern Ads and Modern Research users occupy Modern Engagement seats.

Define logout timeout in minutes

Either enter or select the logout timeout in minutes from the drop-down list. Note that this setting will override any logout timeout setting defined in the user groups.

Designation

Enter the designation (you may opt to use this field to describe the organizational role of the user). 

Department

Enter the department to which the user belongs. 

Manager

If the user's manager is available in Sprinklr, he or she can be selected from a drop-down list. 

Phone Number

Enter the user's phone number. 

Language

Enter the language to be used by the user in Sprinklr. The following languages can be selected for users: 

  • Arabic

  • English (U.S.)

  • French

  • German

  • Italian

  • Japanese

  • Korean

  • Portuguese

  • Russian

  • Simplified Chinese

  • Spanish 

The language selected applies to the language a user will see in the Sprinklr, not the content of messages which will appear in the language in which they were written unless translated. 

Federation ID

Assigning a Federation ID helps for the unique identification. You cannot assign the same federation identity to more than one user across the Workspace within the same Customer. 

The federation ID is additionally used by Customer Environments for attaching extra SSO Login information which is used as a part of the authentication request. 

Restricted IPs

Enter the restricted IPs, if applicable. Once you have entered the IPs, you will be only able to access Sprinklr from those specified IPs.

Is Active

Select this option to set a user as active or inactive. Inactive users cannot log in to the Sprinklr. 

Login using only SSO

Check the box if you want the user to be able to login using only SSO (Single Sign-On). 

Revoke Auth Token On Password Expiry

 Check the box to revoke authorization access tokens on password expiry. 

Is Distributed User

Check the box if you want the user to be in the distributed interface.

Note

When a Distributed User is deleted, all the accounts owned by the user will also get deactivated. 

Is Space User

Check the box if you want the user to be able to access Space UI only. 

Check the box if you want the enable TFA for the user.

Properties

Custom Properties

Enter the desired properties. 

User Groups to Include User In 
PlatformSettings_Users_NewUser_UserGroupsToIncludeUserIn.png
Select User Groups 

Select the user group(s) to include the user in from the drop-down menu. 

Primary User Group 

Select the primary user group from the drop-down menu.

Default Handles
PlatformSettings_Users_NewUser_DefaultHandles.png
Select Channel

Select the desired social channel from the drop-down menu.

Select Handles

Select the default handle for the social channel.

Add New Default Handle 

Click to add a new default handle for the social channel.

Assignment Capacity 
PlatformSettings_Users_NewUser_AssignmentCapacity.png
Work Assignment Capacity

Enter the user capacity to handle a number of cases/messages at a time.


To learn more about getting this capability enabled in your environment, please work with your Success Manager.

User Skills
PlatformSettings_Users_NewUser_UserSkills.png
Add More Skill 

Click this to add the skills of the user and the respective proficiency score. Hence, when a new message or case comes into the queue, the Assignment Engine will route them to an agent who has the requisite skills and available capacity.

Skill 

Select the desired skill from the drop-down menu.

Proficiency Score 

Enter the desired proficiency score for the skill.

Roles Assigned to User
PlatformSettings_Users_NewUser_RolesAssigned.png
Global Roles

Select a Customer Global Role if applicable.

Local Roles

Select a Customer Local Role if applicable. Local roles are special global level roles that can be enabled for specific workspaces.

Workspace 

Select Workspace.

Add New Local Role 

Click this to add a new local role.

Workspace Roles 

Select a Workspace Role if applicable.

Approvers
PlatformSettings_Users_NewUser_Approvers.png
Publishing Approval Mandatory 

Check the box if you want the user's posts to go through mandatory approval by another user or users. If a mandatory approval is set for a user who is added to multiple workspaces, the approval must be set in each workspace.

Approvers 

Select the approver(s) for this user. Approvers set will only apply if Publishing Approval Mandatory is selected.

Approver User Group 

Select the approver user group for the user. 

To Add Multiple Users

  1. In the top right corner of the Users (Settings) window, click the Options icon Space_Icon_Options (Horizontal).png and select Import Users.
    Selecting Import Users in the top right corner of the Users (Settings) window to add multiple users in Sprinklr

  2. In the Import Users window, click Download EXCEL Template to download the excel file. Enter the details in the file. For more information, see New User— Field Descriptions.

  3. Click Upload to upload the excel file.

  4. Once the file is uploaded, click Import in the bottom right corner.
    Clicking Import on the Import Users window.