Adding Users to Multiple Client Environments: Best Practices
Updated
Overview
To add a user to multiple client environments, you must create the user in each of the environments at the client level. Adding the user at the client level will allow you to give the user different roles and permissions for each environment that they have access to.
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Uses for Multiple Client Environments
Create a dynamic, client level, role in each of the client environments for the new user. For example, create an analyst role for client one, read-only reporting access for client two, and listening administrator on client three. If a user has multiple roles on the same client, the roles’ permissions will combine, rather than override.
However, client roles override partner roles. For example, if a user has a full access partner role, but only a reporting role within a client, they will only have the client role or roles that they have been given.
To give view only reporting permissions for certain accounts within a client environment, leverage fine-grained account permissions. View only reporting access can be given to individual users or user groups. This permission will work with shared accounts.