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Cathleen
Cathleen
Contributor ⭐️⭐️
Dec 12, 2022 8:37 AM UTC
Question

custom roles and profile fields

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
      lauro.lana
      Helper ⭐️⭐️⭐️
      Dec 13, 2022 2:50 PM UTC

      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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