How to assign roles to a community member

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

  1. Approving membership requests and posts,

  2. Create and Manage Events

  3. Create and Manage Scheduled content

  4. Create and Manage Library content

  5. Create and Manage Workflows

  6. Create and Manage Landing Pages

  7. 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

1. Click on the "Admin Panel" button

   

2. 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

1. Click on the ‘Add teammates’ button, to open Add teammate popup

   

2. Select/search for a member from the dropdown list

   

3. After selecting the member, select the role you’d want to assign to the member

   

4. 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

   

5. You can type in your custom label and hit the save button when you have finished

   

6. 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

   

7. 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

8. Click the ‘Save Changes’ button to update the changes

   

9. 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.

1. Click the create label button

   

2. On the pop up, enter the name and click save

   

3. You can edit or delete a custom role label by clicking the three-dot menu in the column.