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Cathleen
Cathleen
Contributor ⭐️⭐️
December 12, 2022
Question

custom roles and profile fields

  • December 12, 2022
  • 1 reply
  • 83 views

Hi,

we would like our users to fill out the "Your Role in the Community" profile field “Profil” when registering. This is defined as a mandatory field. Unfortunately, it is not adopted accordingly in the custom roles (user overview).
Is there a solution for this. We don't want to assign custom roles to every new user manually.

 

 

 

Thank you in advance

Cathleen

 

      1 reply

      lauro.lana
      Gainsight Employee ⭐️
      lauro.lana
      Gainsight Employee ⭐️
      December 13, 2022

      Hey @Cathleen ,

      This is possible to do through our API documentation or Zapier. With the API documentation, this would require some coding work, if you’d like I can go into more details on how to set this up.

      With Zapier, however, this should be more easy. You can actually set up a free account but I’m not entirely sure if it would cover this process.

      So this is how you’d set this up with Zapier:

      Step 1: Connect InSided with InSided

       

      Step 2: Create a trigger when there’s a new registration


      Step 3: Create paths where the user will select the profile field

       

       

      Step 3 and 4: Define the path rules where the custom role will be assigned for the user

       

       

      If this seems difficult, please let me know and I'll try to record a video to provide a better explanation. I'd also be happy to set up a video call to help with this!

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