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jvdc
jvdc
Expert ⭐️
June 30, 2025
Solved

Community Leaderboard config: how to make sure we're not excluding users who aren't part of multiple user roles

  • June 30, 2025
  • 7 replies
  • 86 views

Hey, 

I submitted the following idea:

But in the meantime how would I be able to display a leaderboard for users who are part of one specific user role, without excluding users who are also part of other roles?

Best answer by mbuuck1

Hey ​@jvdc, I’ve had this exact question before and was told by a Gainsight solution consultant that indeed the only way to define your leaderboard is through exclusion. His recommendation was to create a custom role that you apply to everyone that you do not want in your leaderboard. 

In our case, we wanted a leaderboard specific to our group of power users. We created a custom role called “not power user” 😅, and use that as the exclusion criteria. To get that role applied to every user, we:

  • set up a Zapier automation as soon as we realized this to start immediately applying that custom role to all new users upon registration
  • included removing that role as a checklist item when onboarding a new user into the power user program so that they will appear in the leaderboard
  • started manually applying that custom role to all users who were already registered prior to that automation

Definitely not ideal! Upvoted your idea. :) 

7 replies

revathimenon
revathimenon
Gainsight Community Manager
July 1, 2025

Hey ​@jvdc 

Would you be able to provide maybe a sample usecase of what you mean by ‘part of one specific user role & not excluding users who are part of other roles?’

 

 

Where focus goes, energy flows.
jvdc
jvdcAuthor
Expert ⭐️
July 2, 2025

Hey ​@revathimenon so we have created custom page for specific communities, and we would like to display customized leaderboards, where we filter the leaderboards by custom user roles, but sometimes our users are part of multiple user roles.

By being only able to exclude user-roles we are actually filtering out users who are part of multiple roles… Does that make sence?

Example:

  • user A is in user-role: Finance
  • user A is in user-role: HR
  • we just want to display users from user-role Finance, so we need to exclude user role HR, but this will also exclude user A

😅

revathimenon
revathimenon
Gainsight Community Manager
July 3, 2025

Interesting one ​@jvdc 😄

 

Ideally, if you exclude HR but not finance, user should still be there because he's part of Finance user role.

Let me confirm with my team and come back to you

Where focus goes, energy flows.
    jvdc
    jvdcAuthor
    Expert ⭐️
    July 3, 2025

    Yeah… with a visual: Basically if you exclude A, you're also excluding A + B

     

      M
      mbuuck1Answer
      Helper ⭐️⭐️⭐️
      July 3, 2025

      Hey ​@jvdc, I’ve had this exact question before and was told by a Gainsight solution consultant that indeed the only way to define your leaderboard is through exclusion. His recommendation was to create a custom role that you apply to everyone that you do not want in your leaderboard. 

      In our case, we wanted a leaderboard specific to our group of power users. We created a custom role called “not power user” 😅, and use that as the exclusion criteria. To get that role applied to every user, we:

      • set up a Zapier automation as soon as we realized this to start immediately applying that custom role to all new users upon registration
      • included removing that role as a checklist item when onboarding a new user into the power user program so that they will appear in the leaderboard
      • started manually applying that custom role to all users who were already registered prior to that automation

      Definitely not ideal! Upvoted your idea. :) 

        revathimenon
        revathimenon
        Gainsight Community Manager
        July 4, 2025

        I agree with ​@mbuuck1 

        Exclusions would be the other way to do this - my team suggested the same route.

        Upvoting your idea from my end as well! :) 

        Where focus goes, energy flows.
          jvdc
          jvdcAuthor
          Expert ⭐️
          July 4, 2025

          Yeah, the exclusion makes sense when you want to exclude Admins & Community Managers from your general ranking. But once you start trying to display specific custom roles, then exclusions become a headache…

          So until my idea makes it into development I'll have to create exclusion groups for each department-related leaderboard that I want to feature 😴

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