Understanding Membership Roles: Overview and Guide to Creating and Setting Up New Roles
The Membership* Roles overview is a comprehensive list of roles created on the platform, to which users can be assigned. Below is an explanation of the overview’s key columns and functions:
Role: The name of the role.
Code: A unique identifier for the role.
Price*: The cost associated with joining the platform using the invitation link created for this role.
Profiles: Indicates the number of profiles assigned to the role.
Skills: Linked to the Profile Skill Categories extension. Automatically updated when users add relevant information to the "Skills" text box in the profile edit.
Terms: Provides links to the associated Terms and Conditions.
Behaves as: Specifies whether the role acts as a Mentor or Mentee. This is relevant when configuring other platform modules, such as Recommended Matches or Relationships.
Default: A checkmark icon denotes whether the role is a default. Default roles are assigned when a user joins the platform via the general invitation link.
Administrator: Indicates if the role automatically grants users admin rights.
Access Restrictions: Highlights specific areas of the platform to which the user has access. A blank space indicates access to all modules.
3 Dots Icon: The drop down menu lets you access the edit view of the Role settings, delete the Role, make it default, or grant it administrator rights.
*only available if the Payments module is enabled. With the Payments module being inactive, the section is called “Roles”.
Creating and Setting Up New Roles
To create and set up new roles, click “Add role” button in the top right corner:
When you land on the page, you'll be prompted to set up the basic configuration for the role. Start by specifying the role name (e.g., Mentor, Mentee, Premium Member, Partner, etc.), then proceed with the rest of the settings. Here are a few key elements to highlight:
- Excluded Profile Settings: This is the list of fields that users in this role will need to fill out when they navigate to their profile edit page. To exclude any fields, simply select them from the list.
- Excluded on Profile Cards: Similar to the above, selected information will not be displayed on the profile card in the Members Directory.
- Access Restrictions: The "Has minimal access" option is typically set to NO, unless you want to create a role with limited access (e.g., Resources, Profile Management, and Dashboard only).
- Organization Restrictions: Set this to YES if you want users to create and manage the organizations they belong to. If enabled, and the user is assigned to a certain organization, they will have an "Organization" tab available in their profile edit page.
- Administrator Settings: This section is crucial.
- Make User Administrator?: If set to YES, users assigned to this role will have access to admin mode. However, you can limit their admin access using the settings below, allowing you to create a mid-admin role.
- Administrator Access: Select the modules that you want this role to access as an administrator.
- Only Permit Administration of Selected Programs: This option restricts admin access to selected programs based on the user's participation.
- Only Permit Administration of Programs if User is Editor: This makes access even more restrictive. If enabled, a new "Editor" field with a checkbox will appear in the profile edit section. If checked, the profile has admin access to that program.
- Role Management: If you want mid-admins to manage only a specific set of roles (e.g., only non-admin user roles), make the appropriate selection here.
- Administrator Dashboard Settings: Customize which widgets are featured on the admin dashboard for this specific role. Options are available in the dropdown. A useful tip to check how the dashboard will look like, is to select an option, then impersonate a profile with this role or open another incognito tab, refreshing the dashboard each time you make a change to this setting.
Below is a sneak peek of different admin dashboard options:
Deafult:
Default with Payments:
Pulses and Payments:
Pulses and Messages:
Default with Messages:
- Other Settings:
- User Dashboard Settings: Similar to the admin dashboard, this section allows you to decide which widgets will be shown on the dashboard when this role is in user mode. As with the admin dashboard, to check how the dahsboard will exactly look like, use an incognito window and refresh the dashboard after each change, or impersonate the profile assigned to the role you're adjusting.
Below is a sneak peek of different user dashboard options:
Community Default:
Company Default:
Ecosystem Default:
Mentoring Default:
Community Without Messaging:
Community with Welcome: 
Community with Wall and Forum:
Community Focusing Events:
