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 : )

I would very much like this as well. We ask users what they preferred language is for Community Communication and based on that information I would like to give the a custom role (and use that custom role to send emails to).

Ideally I would even be able to do this just through automation within the tool and not use additional tools. 

​@Sanne van Opstal-Brakel We are also doing something similar to what ​@DannyPancratz mentioned above, as we have a similar use case. We use Workato to query a Google Sheet for permissions settings. The Sheet is auto-updated from Salesforce, and the automation checks against the email domain of the registrant (to ensure they’re a customer) and what line(s) of business they’re using and auto-toggles the correct roles in their Community account. Then as admins, it’s a fairly quick human check to ensure everything is correct before we approve the registration. 

Our Ops team posted in more detail here: 

It seems like a similar solution could work for you, likely using the API to read the preferred language custom profile field.

Thanks ​@atwhite I'll have a chat with our developer to see if we can put it into work through the API.