Overview
Assigning admin or moderator privileges gives certain members special permissions to help manage the community.
Admin: Has full control over the community, including managing settings, members, content, and other moderators.
Moderator: Helps manage the community by
Approving membership requests and posts,
Create and Manage Events
Create and Manage Scheduled content
Create and Manage Library content
Create and Manage Workflows
Create and Manage Landing Pages
Manage courses or channels assigned to them,
but typically has fewer permissions than an admin.
Note: When you assign a member the role of a moderator, by default they will the following permissions:
-View member details
- Approve members & Post
Assigning members privileges
Click on the "Admin Panel" button
Click on the ‘Teammates’ menu to open the teammate’s dashboard
The teammate dashboard has two tabs:, Teammates and Custom Labels
Teammates tab
Here, you'll find an option to add community members as teammates, along with a list of all current teammates. The custom role labels will be displayed as badges on their profiles, making it easy for others to see their assigned custom roles within the community.
The role defines a member’s permissions as an owner, admin, or moderator, determining their level of access and responsibilities within the community.
Adding a member as a teammate
Click on the ‘Add teammates’ button, to open Add teammate popup
Select/search for a member from the dropdown list
After selecting the member, select the role you’d want to assign to the member
After selecting the role, you will have the option of assigning a custom role label for the teammate from the dropdown list
or you can create your own custom role label name by clicking on the option to ‘Add custom label Name’ or searching for the name from the dropdown
You can type in your custom label and hit the save button when you have finished
The custom label will appear as a badge right to the member’s name on the member’s profile on places like the channel posts, or the people’s page
When you select the role of moderator, you will have extra configurations to set
1. Assign specific channels for moderators to manage and access. You can select which channels they oversee, and their permitted actions will include:
Editing channel details
Adding and viewing members in the channel
Assigning the channel to a category
2. Assign specific courses for moderators to manage and access. You can select the courses that they oversee, and their permitted actions will include:
Editing course details
Add & remove course lessons
View course enrollment record and student progress reports
Assigning the course to a category
Configure and Set Drip
Add pricing for the course
Publishing/deleting/duplicating the course lesson and sections
Note: Moderators will only have access to these specific actions for courses and channels and no additional actions.
When granted the following permissions, moderators will have unrestricted access, enabling them to perform all admin-level actions across community events, scheduled content, library content, workflows, and landing pages.
Create & Manage Events
Create & Manage Schedule
Create & Manage Library content
Create & Manage Workflows
Create & Manage Landing Pages
Click the ‘Save Changes’ button to update the changes
You can remove or edit the privileges of existing teammate by selecting the 3 dot option
Custom Labels tab
This tab will show the table list of all the custom role labels you have created
You'll also have the option to create a custom role label, which can be assigned to teammates as needed.
Click the create label button
On the pop up, enter the name and click save
You can edit or delete a custom role label by clicking the three-dot menu in the column.
