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
- Download and import the automation.
- To import this automation please follow the documentation listed here.
- Click on "Automations" above the Automation Studio tab and click "Add"
- Select "Assign user to role based on free form parameter" for the "Type of Automation" drop down,
- 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.