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Hello,

 

We have a fairly unique use of the community platform where we rely heavily on custom roles to provide users access to different forums and custom pages. 

 

How do you all handle the provisioning of custom roles? 

 

We want to launch a marketing campaign to get users into our platform so we’re looking at potentially a large influx of users - we might not have all these users pre captured on a spreadsheet to reference which roles to assign.

I am thinking potentially a sign up field to ask users essentially why are you here or what’s your role?

Has anyone done something similar before and found an easy way to provision users at scale? (we are looking to build a webhook in 2025, but until then we need a solution)

 

Open to suggestions of what has worked well for you in the past.

 

I use custom roles a fair amount and most of that is pushing data from another system (salesforce, our Academy LMS) to their community user record. 

Most of that is done via Zapier or other usage of the API. 

Based on your use case, I’d say yes to recommending this.

I am thinking potentially a sign up field to ask users essentially why are you here or what’s your role?

 

From there, you can:

  1. build Segments based on their responses.
  2. Use the bulk actions in segments to add custom roles as part of daily administrative tasks
  3. Send any segment-specific onboarding or automated emails if you have use cases for that

Unfortunately there are not yet webhooks to automate #2 based on #1. If that’d be helpful for you, please vote for this idea:

 

@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 : )

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