Add Custom Roles to Users

Adding Custom Roles to Users

Roles play a critical role in defining distinct user profiles within your team. They allow you to tailor specific permissions and allocate different capabilities, optimizing the management of tickets and enhancing operational efficiency.

By default, the following roles are supported:

• Admin: Access to all areas, including settings and billing details.

• Author: Ability to view, create assets, posts, respond to messages, and modify their properties.

• Manager:

  • Capability to view, create assets, posts, and respond to messages.

  • Access to reporting and setup roles and workflows for the team.

• Agent : Can view, respond to and assign tickets, as well as modify ticket properties.

• Supervisor : Can view and respond to tickets, view reports, and can also set up workflows for the team.

Moreover, you can establish custom roles for both existing and new users on the platform. To achieve this, follow these steps:

For Adding a New User:
Navigate to settings and search for users >> Select users and you will be able to find all the users on the platform. Click on create new role and follow the following steps to set up a custom role :

1. Enter the user's email along with the desired role to be assigned to them on the platform.

2. In the Roles section, you'll find default roles and an option to "Create Custom Role."

3. Click on "Create Custom Role" to initiate the process.

4. You'll be directed to the role settings, enabling you to create the role and define its permissions.

5. In the "Create Role" section, specify the role's name, description, and assign it to specific users or teams.

6. Within the "Set Permissions" area, you can grant permissions to users, allowing them to access various functionalities across Sprinklr Social and Global Governance based on your unique requirements.

For Existing Users:

1. Navigate to the settings and search for "Users."

2. View a list of all users added to the platform, each with their respective roles.

3. Click on the three dots corresponding to a user whose role you wish to modify.

4. Select "Edit" to adjust their roles and permissions.

5. Access the ability to edit their roles in Edit User window according to your preferences.

This comprehensive process empowers you to seamlessly create or modify custom roles for users on the platform. By defining specific permissions, you ensure efficient management and optimized performance across the Sprinklr ecosystem.