Best Practices for Provisioning Custom Roles

@DannyPancratz Wow - I inherited this community after it had launched so I was not part of implementation and have mostly been learning as I go. Because of that, I have not played around with Segments at all yet. I just tested the process you described. This is a huge improvement over manually selecting each user.

We do have Moderator approval turned on for each user (also hoping to get rid of this once I build out a landing page for all users). The bulk actions allow me to assign them all the specific custom role but it doesn’t allow me to Approve their registration. 

While this is still a big win in my book, do you have any tips or tricks for bulk approving a users registration?

@lyoung I’ve never used the registration approval, so no real advice to give there. 

Instead, I have an automation that notifies me of every new users via a slack alert (set up with Zapier). That way, I can address things immediately if there are any concerns with a new user (rare, usually just duplicate profiles). 

If your reason for registration approval isn’t super critical, maybe you could try that approach. 

The other thing I do is have some Zapier automations that auto-assign certain custom roles upon registration based on email domain. For example, employees are immediately given the employee role, our biggest partners are immediately given the partner role, etc. 

Ok thank you! This has all been really helpful - and given me a lot to consider : )