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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

 

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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