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Community Manager
February 9, 2026
Question

how to assign custom roles in community?

  • February 9, 2026
  • 1 reply
  • 3 views

Can you explain me this in detail, only custom roles and not primary role.

 

Thanks

Avinash

    1 reply

    Community Manager
    February 9, 2026

    To assign custom roles in the community, here's what you need to know:

    • Custom Roles: These can be used to give specific permissions or access to certain areas of the community. Custom Roles
    • Automation: You can automate the assignment of custom roles based on Gainsight customer data.
    • Integration: Use tools like Zapier to automatically assign custom roles.
    • Targeted Activities: Custom roles can open up private areas of the community and initiate targeted activities.
    • Dynamic Updates: Regularly update custom roles to reflect changes in user status (e.g., "customer," "lead," "former customer") by using reports from Gainsight.
    Related Resources: