Key concepts (quick reference)
User: an individual account that signs in to the platform.
Role: a template of permissions (e.g., Admin, Campaign Manager, Standard User).
Permission: a specific capability (view, edit, invite, export, manage campaigns).
Status: Active / Inactive / Invited.
CMP Access: Boolean flag indicating if a user has Campaign Manager privileges.
How to navigate to Users & Roles
🔐 Step 1: Log in to your Sprouts account
The user enters their credentials and logs into the platform. After a successful authentication, the user is directed to the main dashboard.
From this point onward, the user has access to all modules and navigation items that are enabled for their role.
Action | Description |
Log in | Use your Sprouts account credentials. |
⚙️Step 2: Navigate to Settings
In the main navigation bar (typically located on the left side), the user clicks on Settings.
This opens the configuration area where platform-level preferences and reusable assets (such as user roles, configurations and integrations) can be managed.The Settings page displays a left-hand menu with a list of configuration categories.
Sign in and open Settings from the left navigation.
Select Users & Roles.
Choose between the two primary sections: Manage Users and Roles & Permissions.
Manage Users
This section describes the Users list screen and every action you can perform, in a procedural format.
Open the Manage Users page
Settings → Users & Roles → Manage Users.
Wait for the user table to load; the default filter is Status = Active.
Understand the user list layout (columns)
Each row represents a user; columns (left → right) typically include:
Status — Active / Inactive / Invited.
Username & Email ID — clickable to open a details drawer where available.
Role — current assigned role name.
Campaign Manager Access (CMP) — Yes/No.
Alias Email ID — alternate routing email, if configured.
Designated Geo — regional assignment (useful for routing leads and reporting).
Last Logged In — timestamp (UTC by default).
Actions — per-user dropdown for management tasks.
Filter, search, and sort (stepwise)
Use the Status filter at the top‑right to toggle between Active / Inactive / Invited / All. Default = Active…
Edit a user (step-by-step)
Click Actions → Edit User (or use the Edit icon in the drawer).
Fields editable in the modal:
a. First name
b. Last name
c. Alias email (if permitted)
d. Designated Geo
e. Role assignment (see Role reassignment steps below)
Make the required updates and click Save.Confirm the change via the success toast and verify the updated row.
Expected system behavior: the change is recorded in Activity Logs with actor and timestamp.
Grant or remove Campaign Manager (CMP) access
From the Actions menu, choose Manage CMP Access (label may be "Grant CMP Access" or "Remove CMP Access").
Confirm the change in the confirmation modal.
System updates the CMP column to Yes/No and logs the action in Activity Logs.\y remove their historical activity from audit logs. Use Deactivate when in doubt.
Invite a single user (detailed steps)
Click Invite Users (top-right).
In the invite modal:
a. Enter Email ID (required).
b. Select Role from the dropdown (Admin, Campaign Manager, Standard User).
c. Optionally check Provide Campaign Manager (CMP) Access.
d. (Optional) Add a message or specify alias/geo fields if the invite modal exposes them.Click Send Invite.
System sets user Status = Invited and sends an invitation email.
Activity Logs
Activity Logs give you an audit trail of all user administration events.
Open Activity Logs
From Manage Users, click Activity Logs (top-right).
The Activity Logs page displays a paginated list of events ordered by timestamp (descending).
Interpreting the logs
Each log entry includes:
Timestamp — when the action occurred.
Action — e.g., User invited, User reactivated, User deactivated, Role changed, CMP access changed.
Actor — the email of the user who performed the action.
Target — the user who was acted upon.