This automation assigns community users to roles based on specific user profile field values. For example, if a user's profile field for "location" matches "USA" then they can automatically be added to a role such as "US Users". Additional configuration can be made to remove users from the specified role when the designated profile field no longer matches the specified value.

Installation Instructions

1. Download and import the automation.
   1. To import this automation please follow the documentation listed here.
2. Click on "Automations" above the Automation Studio tab and click "Add"
3. Select "Assign user to role based on free form parameter" for the "Type of Automation" drop down, 
4. Define the configuration (screenshot below), enable it, and click save!

Configuration Options

• User Profile Field
  
  • Select a profile field. 
• Profile Field Value
  • Specify the profile field value to match.
• Role
  • Select the role to add the users to. 
• Remove User from Role
  • Check the box to remove the member from the role if they are assigned the role and the parameter no longer matches.