Filter reports and analytics on segments of users
We use custom roles mainly to segment our users. It helps me search the user list, and change ranks and permissions in some cases, but I also sometimes use them as labels, with exactly the same permissions as a regular user.
I can see much more potential for this feature when it’s used this way, especially for automation and reporting.
- Custom roles for reporting. Exported user reports don’t separate custom roles from other roles, so I can’t sort a spreadsheet by custom role without a lot of other manual work ahead of time to ignore the other roles. I added a custom profile field (user type) for this sorting reason, but it’s essentially a duplicate of the custom roles, which I use in some cases for rank change and some permissions.
- Custom roles in analytics dashboards. I would love to have custom role stats included in my dashboard, so I can see how many users of each type are joining, active, etc. Right now I do this manually (as discussed above).
- Custom role as trigger for automated actions. For example, I want to automate welcome emails per user type (ie, per custom role) which isn’t possible at the moment.