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Here’s what I’d like to do: auto-assign a custom rank to users based on a property in our CRM (company affiliation)

For example, if I wanted everyone from Insided to have the rank of “Insided Team,” then I’d want any net new user with an @insided.com email address (or affiliation to Insidedin our CRM) to be assigned this Rank via the API. 

Alternatively: Automating a custom user role would be a viable solution (as you can automate ranks based on certain user roles.) 

Is there a path for me to do this? Has anyone else done something similar? 

I’m out of my technical depth when it comes to APIs, but I’m trying to do my homework before requesting this from my IT team. 

Hi @DannyPancratz ,

This might be possible with integrations, so it’s worth checking whether one already exists that you can use.

However, API Endpoints do exist for all of these items. They’re all documented at https://api2-eu-west-1.insided.com/docs/user/

I’d say these ones are most likely what you’re after.

GET

  • user
  • user/{id}

POST

  • /user/{id}/role

The API can return email addresses, so you could use this to automatically grant an inSided Staff role to any inSided employees who join the community. Doesn’t look like I can find any ranks, but roles are good enough for the job.

Thanks, @Blastoise186! That’s exciting. 


​​​​@Shane1, can you or someone from the team validate or add any advice that might be necessary? 

@DannyPancratz you could use the API to give users custom roles on our platform using the API call @Blastoise186 mentioned. But if you want them to have the custom roles at the exact time they register you might be better using this webhook: https://api2-us-west-2.insided.com/docs/#identityaccessuserregistered for new registrations instead of the GET request. If you chose to use the API, you might have it polling once an hour for instance, so it could be the case someone registered 58 minutes ago but only receives the right custom role when the script runs 58 mins after they signed up. Whereas webhooks will be instant. And with custom roles, you can assign specific ranks on your community. 

 

But I’m wondering why you would like to assign a rank based on the company someone works for? Ranks are usually used for gamification and activation purposes. This topic gives an overview of how ranks are generally used. So I’d be interested to hear why you’d like to use ranks for a different purpose than they were intended.

 

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