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Hi Community! I have two questions regarding adding/inviting employee’s to the Community.

  1. How are you setting up their roles to indicate they employees but they only have regular register user rights?
  2. If they are setup, how do you make sure they are excluded from the Analytics reporting? 

I currently have a custom role and rank for our employees so that I can assign a logo and build a employee MVP board but it’s excluded from taking up a moderator/admin role. 

Do you have any workarounds for doing this more efficiently? I am responsible for sharing data metrics weekly at this point as our Community is new and trying to make this process easier.

Any thoughts and advise is much appreciated!

@ryanne.perry We make use of custom roles. We have SSO set up so based on their id they are assigned an employee custom role or a type of customer custom role. In analytics, we use the filters to exclude employees. You can also exclude by email and write in the domain for your company.

 

What road bumps are you running into with the filters? Could you save your view as a Segment so it saves time?

I’m also trying to accomplish this! ​@security_lion, we’re trying to do SSO through google, do you know how I got about that? 

 

I’m also trying to accomplish this! ​@security_lion, we’re trying to do SSO through google, do you know how I got about that? 

 

Hi ​@hopoatem , I don’t have first hand experience with SSO via Google but check out this guide from Gainsight: 

I am sure your CSM would also be happy to guide you!

Hey ​@security_lion how are you assigning these employee roles based on SSO? Automatically or manually?

​@jvdc 

Within the SSO Payload you can add a customroles parameter.

$payload = array(
    'id' => 'VGqczRfTVaSm',
    "username" => "john.doe",
    'email' => 'john@doe.com',
    "avatar" => "https://upload.wikimedia.org/wikipedia/commons/3/30/Rubik_cube.png",
    "customRoles" => "12,13"
);

Here you can define what roles a user has when they register with SSO.

 

Alternatively you can use Zapier to trigger on a new user and assign a role through that.

We currently do this, if a new user has an internal email, they are given an employee role, if they do not they get Customer role.

 

 

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