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Does anyone use Custom Role to Segment their members?

  • 7 September 2021
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Here is an example of context. We have a Certification Program where people can take a class and an exam and get certified on our platform. When they do, they’ll get access to join a private group and also will get a badge on their profile. But obviously, we need them to register and log into the community first, and we need to know that they are certified. 

So… would giving them a Custom Role that has the same permissions as our regular users be a way to segment this group of certified individuals and distinguish them from non-certified customers? 

My concern is adding unneeded Custom Roles that don’t actually differ in permissions per se, but are just a way to distinguish various segments from one another. I feel like that can get real messy real fast. 

 

TL;DR - Does anyone have any advice on how to best segment various users in the community other than Custom Role? 

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Best answer by Ditte 10 September 2021, 09:18

[...]

So… would giving them a Custom Role that has the same permissions as our regular users be a way to segment this group of certified individuals and distinguish them from non-certified customers? 

[...]

That is the best way at the moment, as we can’t change the primary roles.

I would add that, while I agree that several custom roles can be messy, it won’t get more messy than you allow it to be. By that I mean that you can prevent a lot of headache down the road by making sure you have a good naming convention for them :)

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Hey @tiffany.oda - I’m just getting started so I don’t have any advice - but wanted to share that I have a similar use case, both for certified users and for new users. 

Following this thread with interest!

Userlevel 6
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[...]

So… would giving them a Custom Role that has the same permissions as our regular users be a way to segment this group of certified individuals and distinguish them from non-certified customers? 

[...]

That is the best way at the moment, as we can’t change the primary roles.

I would add that, while I agree that several custom roles can be messy, it won’t get more messy than you allow it to be. By that I mean that you can prevent a lot of headache down the road by making sure you have a good naming convention for them :)

Userlevel 5
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We use custom roles to indicate customers vs. non-customers and some internal roles. You can set some of these via login (e.g. the SSO method used) or set as well via API. Agree naming and automated efforts are key to keeping it from getting messy. 

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