Getting started

Articles

(26)
SH
Apply User Actions in Bulk

Reduce the effort of updating user properties or adding them to groups individually with the help of bulk users action available in Sprinklr. This article helps you with the steps to perform bulk user actions. Steps to apply user actions in bulkClick the New Tab icon. Under Platform Modules, click U

Knowledge Base Article

 • 

Getting started

SH
Resend User Activation Links

New user addition step includes activating your profile by clicking on the login link from your email. Sprinklr provides a way for you to remind them to activate, in case they forgot to do so. Admins can bulk trigger these emails as well. This article takes you through the steps of sending these use

Knowledge Base Article

 • 

Getting started

SH
Locking & Unlocking of Users

Locking mechanism is important to ensure security for your users. Once locked, a user can be unlocked by either the admins, or via Sprinklr support. This article details out the locking and unlocking via the workspace/global admins.How can a user get Locked?When a user attempts to log in multiple ti

Knowledge Base Article

 • 

Getting started

SH
Mark a User Inactive

Depending on your administrative discretion, you can mark an existing user as inactive. Inactive users cannot log in to the Sprinklr platform. Inactive users can regain access to the platform and all its entities once reactivated. Follow the steps mentioned below to mark users inactive.Steps to mark

Knowledge Base Article

 • 

Getting started

SH
Activate or Deactivate Users

You can deactivate users who are inactive for a long time or who have left the company. They can be later activated when required. In case there are multiple such users, handling all of them might be a tedious task. In this article, we will cover activation, and deactivation steps for users, individ

Knowledge Base Article

 • 

Getting started

SH
Add Multiple Users

You can save a lot of time in onboarding your team into Sprinklr by bulk importing users into the Sprinklr platform. We have already covered the steps to add a new user in this article: Add a User. To bulk import and multiple users, you can follow the steps mentioned in this article.StepsClick the N

Knowledge Base Article

 • 

Getting started

SH
Add users to multiple client environments

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. To add a user to multiple client environments, you must create the user in each of the environments at the client level. StepsCreate a dynamic, workspace

Knowledge Base Article

 • 

Getting started

SH
Delete a User

Once the user is no longer needed on the Sprinklr platform, or they have left the company, admins have the ability to delete these users. This article tells you about the steps for deleting a user.StepsClick the New Tab icon. Under Platform Modules, click Users within Collaborate.Hover over the user

Knowledge Base Article

 • 

Getting started

SH
Manage Signatures

Signatures can automatically be inserted while replying to end-users from the desired account depending upon the channel. You can set agents' signatures for social accounts within their Sprinklr Profiles and also update them while bulk updating profiles. Manage signatures for your agents with the he

Knowledge Base Article

 • 

Getting started

SH
Set Default Handles for a User

To save time and effort in selecting an account to reply over different channels, you have the ability to set default handles for each of your social media channels which will be used while making responses on different threads over the channel. This article shares the steps to set default handles f

Knowledge Base Article

 • 

Getting started

Reference Guide for Sprinklr Social

Getting Started with Sprinklr Social

Sprinklr Social Glossary

Channels

Digital Asset Manager

Publishing

Engagement

Governance

User Management

Account Management

Queue Management

SSO & User auto provisioning

Macro

Custom Fields

Tags

URL Shorteners

Configurator

Others

Rule Engine

Reporting

Link in Bio

Distributed

Display

User Generated Content

Advocacy