I would like my colleagues to have their own custom role which gets automatically applied so we can distinguish them from customers, is this possible? thanks
Answer
Is it possible to distinguish employees from customers in gainsight
Best answer by DannyPancratz
Yes.
The easiest way to do this is via an Employee rank (or employee versions of the ranks in your ranking structure) based on a custom role for employees. That way, the Rank title (and any optional badge or username icons) will clearly display.
You’ll need two things:
- a way to automate adding a custom role to any net new users that match your employee conditions (probably an email domain)
- Bulk add the custom role to existing employee users via the User Overview page.
If you don’t want to do #1, then #2 will work if you manually bulk add for any net new users.
I recommend this approach, as the custom role will also be valuable for role-based access controls if you want to differentiate employee vis customer user permissions on categories.
If for some reason you didn’t want to use Custom Roles or Ranks, you could probably update an automation of the customer user title (which overrides Rank). But you’d lose the option for Badge and Username icons which can be a helpful visual cue that it’s an employee.
+9Yes.
The easiest way to do this is via an Employee rank (or employee versions of the ranks in your ranking structure) based on a custom role for employees. That way, the Rank title (and any optional badge or username icons) will clearly display.
You’ll need two things:
- a way to automate adding a custom role to any net new users that match your employee conditions (probably an email domain)
- Bulk add the custom role to existing employee users via the User Overview page.
If you don’t want to do #1, then #2 will work if you manually bulk add for any net new users.
I recommend this approach, as the custom role will also be valuable for role-based access controls if you want to differentiate employee vis customer user permissions on categories.
If for some reason you didn’t want to use Custom Roles or Ranks, you could probably update an automation of the customer user title (which overrides Rank). But you’d lose the option for Badge and Username icons which can be a helpful visual cue that it’s an employee.
I would recommend creating a custom role and a custom gameification rank for employees.
Gameification rank helps to better display employees in posts. The custom role can you assign specific privileges towards which could be very helpful. Below is a screenshot of an example inside of my community.
+9Agreed. Looks like I left that part out of my original response. The criteria for the employee rank(s) is a custom role that you need to be assign.
As mitchell said, there’s a lot of utility for it beyond the rank.
One more note: you should have the rank near/at the top of your Ranks hierarchy so that it overrides other ranks they might earn.
Manual action on my end.
I have an employee rank. I go into users overview each week, search on @companyname.com then apply the employee rank to those employees. pretty simple and quick.
But automation is always preferred.
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