Custom Roles

The Custom Admin role has been updated and is now referred to as Custom Roles. A Custom Role allows administrators to define, in a granular way, the type of access a user will have within a community. 

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Custom Role Settings

The custom role feature enables you to create new roles and modify existing ones. The community administrator can choose from a range of available features and grant access by turning on the switch only for those specific capabilities. Multiple Custom Roles can be created and assigned to different users, enabling tailored permission sets that match distinct responsibilities across the community.

Create Role

To add a new role with a unique combination of permissions, click the Create Role button. This opens a side panel where you can configure the Custom Admin Settings for that role.

From this screen, the Community admin can configure which features each newly assigned custom admin will be able to manage.

Admin Role: Enter a clear, descriptive name for the custom role so its purpose is easy to identify.

Feature Permission: Choose whether this custom role should have access to all available features or only a selected set of specific features, depending on the responsibilities you want to delegate.

You can assign the following feature groups either collectively or individually to a custom role:

1. Community Settings: Includes all configuration options within Community Configuration, Email Settings, Automation, Community Access, Integration, and Data and Logs.

2. Admins / Moderators / Groups: Includes the Member Management Panel and Groups, which allows to manage memberships, assign administrative or moderator responsibilities, and organize members into groups.

3. Campaign Management: Includes Campaigns, Workflows, and Team Roles, enabling to design and run innovation campaigns, create funnels and define role-based responsibilities for team members.

4. Reporting: Provides access to reporting tools so custom role can view, analyze, and interpret community and campaign performance data.

5. Whiteboard: Grants access to collaborative whiteboarding capabilities for visual brainstorming, planning sessions, and innovation workshops.

6. Translation Moderator: Includes management of Ideas & Comments, Headings & Descriptions, Custom Field Questions, and Stages Content, allowing to review and moderate translated content to ensure clarity and consistency across languages.

Search

Use the search bar to locate specific custom role names. Community Admin can search using either partial or complete words from the role name.

Edit Role

To update an existing custom role, open the More options menu (the three dots) in the Action column and select Edit Role. This allows the community administrator to modify the configuration of that custom role.

Delete

There are two ways to delete a custom role.

1. In the Action column, open the More options menu (the three dots) and select Delete to remove that specific role.

2. Select the checkbox next to one or more custom role names, then click the Delete button that appears in the bottom bar. This second option is useful for deleting multiple custom roles at the same time.

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Custom Role Assignment

Custom roles can be assigned to community members from the Member section within Member Management.

Select one or more members by using the checkboxes, then open the Actions dropdown menu and choose Add as Administrator >> Custom. A pop-up window will appear, allowing you to choose which custom role or roles to assign to the selected member(s).

Once the members are assigned the custom roles, the count will get updated for the custom role under Custom Roles >> Users

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Custom Role Access

Based on the access sections Community admin selects for a custom role, the member will see the Community Settings option in the Apps menu. In addition, they will have the Display as Member option available, which allows them to experience the community interface as a regular member.

Although Custom Roles are granted a range of permissions, they cannot assign or change the roles of campaign sponsors or campaign moderators. They can, however, remove (unassign) an existing campaign sponsor and submit ideas on behalf of community members, as long as this capability has been enabled by the community administrator.

Additionally, individuals who already serve as an Administrator, Campaign Administrator, or Campaign Group Administrator are not eligible to be assigned a Custom role. This ensures that role responsibilities remain clearly defined and do not overlap in ways that could complicate governance within the community.