Skip to main content
Sprinklr Self-Serve Help Center
Global Governance

Global Governance

Establish and enforce consistent standards using Sprinklr's governance features, including account groups, approval workflows, custom fields, quick actions, and automations
Sub Categories (11)
Users
Users
Discover articles on users, user roles and their settings.
Teams
Teams
Explore the concept of teaming up within your organisation and how efficiently you can manage them!
Global Custom Fields
Global Custom Fields
Discover what Global Custom Fields are and how they can help you!
Tags
Tags
Delve into the world of tagging and categorisation. Learn how to use tags to organise, classify, and search for content efficiently.
Workspace
Workspace
Discover all the articles relevant to the workspace and it's components.
Profile Management
Profile Management
Discover articles around user profiles and how to manage them.
Security and Personalization
Security and Personalization
Explore the art of balancing data security and personalised user experiences. Dive into topics covering data protection, privacy, and the strategies for ensuring both security and a personal touch on the platform.
Business Hours
Business Hours
Learn about the critical aspect of defining and managing your business hours. Discover how setting and adhering to specific hours of operation can impact customer service, availability, and work-life balance.
Roles
Roles
Navigate the world of user roles within the Sprinklr platform. Understand the various roles, their permissions, and how they contribute towards your efficient usage of platform.
Canned Responses
Canned Responses
Uncover the power of pre-prepared, time-saving responses in this category. Learn how to optimise your communication efficiency with canned responses for emails, customer support, and messaging.
Custom Apps
Custom Apps
Discover how custom applications can transform your business or streamline your daily life. Explore topics related to app development, customisation, and the potential for tailored software to meet your unique needs.

Articles

(41)
SA
Users on Sprinklr

Managing Users on SprinklrUsers are essential members of your organization who play a pivotal role in delivering effective customer services. These users can possess one of three key roles: Author, Manager, Agent, Supervisor and Admin. Furthermore, Sprinklr offers the flexibility to create custom ro

Articles

 • 

Users

SA
Manage Users settings

In order to manage Users Settings , please follow the following steps :Navigate to settings from Sprinklr HomepageSearch for User in search bar or scroll down to find Users in Global GovernanceOnce you select Users, you will be able to see all the users added on the platform along with associated ro

Articles

 • 

Users

SA
Creating teams in Sprinklr

Crafting teams on the Sprinklr platform is a streamlined process. Follow these steps to effortlessly establish effective teams for optimized management:Accessing Team Creation:Begin by navigating to the settings from the homepage of Sprinklr.Locating Teams:You have two options: either swiftly search

Articles

 • 

Teams

SA
What are Global Custom Fields ?

Maintaining accurate and consistent data across your Sprinklr platform has never been easier, thanks to the remarkable functionality of Global Custom Fields. These fields act as a powerful tool to ensure that any changes, edits, or additions you make are seamlessly reflected throughout your entire p

Articles

 • 

Global Custom Fields

SA
Creating and using contact fields ?

Contact fields are a set of custom fields that help you capture contact information in a format of your choice.You can add various field types to add contact information as and when you get them. For example, a single-line text field can be used to collect one-line details, or a date field can provi

Articles

 • 

Global Custom Fields

SA
Creating and using Company Fields

Company fields are a set of custom fields that help you capture the right company information in a format of your choice.You can add various field types to add company information as and when you get them. For example, a single-line text field can be used to collect one-line details, or a date field

Articles

 • 

Global Custom Fields

SA
Create and Edit Custom Roles

Roles help restrict what a user (i.e, an Agent or a Manager) can see and do within the Workspace.Sprinklr Social/Service allows you with the capability for creating and editing Roles and setting up different platform permissions to assign to different users helping you to streamline and optimise you

Articles

 • 

Roles

SA
Creating and using User fields

User fields are a set of custom fields that help you define the user information in a format of your choice.You can add various field types to add user information as and when you get them. For example, a single-line text field can be used to collect one-line details, or a date field can provide you

Articles

 • 

Global Custom Fields

SA
Delete Custom Roles

To delete Custom Role :You can delete a Custom Role created provided you have required permission for your user role.Note : In order to delete a custom role, you need to un- assign the users added in that role.If you try to delete any custom role with user present in that role, it shows you the foll

Articles

 • 

Roles

SA
What are tags ?

Tags help you group different entities like posts, incoming messages, contacts, companies into categories based on similar criteria for easier management and reporting.Use caseTags plays a crucial when you want to mark the message in inbox module to filter out similar messages if need be. This funct

Articles

 • 

Tags

Privacy Policy