Bulk Import Roles Member roles, bulk, import, member management
Path: Workspace Homepage >> Apps Icon >> Member Management >> Import tab >> Roles
Path: Community Topbar >> Apps Icon >> Member Management >> Import tab >> Roles
This setting allows the admin to upload the Member roles at the Workspace and the Community level.
The Generate template button gives a readymade template to add in the email addresses of the members to be assigned at each level.
Select roles to include in the template setting shows all the types of roles available. To have different type of roles assigned in one import have the All option selected before generating the template.
A link to download the generated template will appear as seen in above screenshot.
The below screenshot displays the generated template when All option is selected under Select roles to include in template while generating the template.
Admin will find sheets with member roles, and add the email address of members in the specific sheet of roles.
For eg: If you wish to have 3 members assigned as Community admin add them in the first sheet named as Community Admin and so on.
Roles that can be added at Workspace level are:
- Workspace Administrator
- Translation Moderator
Roles that can be added at Community level are:
- Community Admin
- Campaign Group Admin
- Campaign Admin
- Community Custom Admin
- Community Moderator
- Campaign Moderator
- Custom Field Moderator
- Translation Moderator
Upon successful importing, the admin will receive the following email notification.
If the import is unsuccessful, an email notification will specify the row and reason.