Advanced Plan: How do I manage users in Sprout?

If you’re on the Advanced Plan you can invite new Sprout users, remove existing Sprout users and update and edit user groups and permissions. 

If you're not on the Advanced Plan, see this article instead.

This article contains the following sections:

• How do I invite new Sprout users?
• How do I remove users?
• How do I use the team member filter?
• How do I remove users?

How do I invite new Sprout users? 

After you create your Groups and assign the appropriate profiles to each, you can start inviting users to your Sprout account. To invite users:

Note: You must have the Manage Permissions and Manage Users Company Permission to invite users. 

1. Navigate to Account and settings > Settings > Roles & Team Members.
2. Click Invite a team member. The Invite Users popup opens.
3. Enter the user’s first and last name, along with their email address.
4. Repeat this process for as many users as you’d like to add.
   
   
5. Assign Permissions. Either assign the user a role by selecting the available roles from the dropdown, or if you’d like to assign a user custom permissions, select Custom Permissions. This opens another window where you can select the appropriate permissions for the user.
   
   
6. Click Send Invites. The users you added receive an email invitation to join. 

How do I remove users? 

Before you remove a user from your Sprout account, it’s important to note that all Cases assigned to the user get reassigned to the Account Owner and any content the user had scheduled, added to the Sprout Queue or saved as a Draft remains active in Sprout. 

Note: If you remove a user in the middle of your billing cycle, the seat remains open until the next billing cycle, so if you want to replace the user, you can. You must have the Manage Profiles & Permissions and Manage Users Company Permissions to remove users.

If you decide you need to remove a user:

1. Navigate to Account and settings > Settings > Roles & Team Members.
2. Select the user you want to remove from the list.
3. Click . A confirmation message appears.
4. Click Remove. The user is removed from your Sprout account.

How do I use the team member filter?

You can use the filter to find out which team members have access to different groups, profiles and permissions.

Note: You must have Manage Permissions enabled to use this feature.

To use the filter:

1. Navigate to Settings > Roles & Team Members.
2. Scroll down to the Team Members section and click Filters.
   
3. Select the filters you’d like to apply. You can filter by:
   - Groups & Social Profiles: Filter by a user’s access to specific groups or social profiles
   - Roles: Filter by a user’s access to specific roles
   - Permissions: Filter by a user’s access to specific Admin, Company, and Feature permissions

How do I remove users?

Before you remove a user from your Sprout account, it’s important to note that all Cases assigned to the user get reassigned to the Account Owner and any content the user had scheduled, added to the Sprout Queue or saved as a Draft remains active in Sprout. The procedure for removing users differs for in-app vs. out of app payers so follow the instructions for your situation.

For out of app payers:

If you decide you need to remove a user:

1. Navigate to Account and settings > Settings > Roles & Team Members.
2. Select the user you want to remove from the list.
3. Click . A confirmation message appears.
4. Click Remove. The user is removed from your Sprout account.

For in-app payers:

If you decide you need to remove a user:

1. Navigate to Account and settings > Settings > Roles & Team Members.
2. Select the user you want to remove from the list.
3. Click . A confirmation message appears.
4. You can remove only the team member or remove the team member AND the user seat from the plan. Removing only the team member keeps the user add-on on your plan so you can invite someone else later.