Skip to main content
Roles

Assigning roles to your members helps you keep track of and work with the different groups within your community

Totte Jönsson avatar
Written by Totte Jönsson
Updated over 5 months ago

The Members section on Cevoid is where you can see all your members in one place. Assigning roles to members can help you keep your view organized and make it easier to quickly find the specific type of member you need at any given moment.


Default roles

When you start using Cevoid, your community has the following three default roles

No role

This role is given to all new members by default and is often used for customers and to group everyone that does not fit in with your other roles

Influencer

This role allows you to keep track of your influencers. You can also create new roles If you want to separate your influencers into separate groups (e.g., nano-influencers, influencers from Canada, etc.).

Employee

This role allows you to track the employees sharing content with you.


Create new roles

  1. Click Settings (the little cog icon on the lower left corner)

  2. Under Workflows, click Roles

  3. Press New role

  4. Enter role name

  5. Optional: Add an internal description

  6. Optional: Add an emoji by clicking on the icon to the left of the Role name

  7. Click Create


Edit an existing role

  1. Click Settings (the little cog icon on the lower left corner)

  2. Under Workflows, click Roles

  3. Click the three-dot (...) icon next to the role you want to edit

  4. Click Update after you have made your preferred changes


See and change what role a member has

From the Members overview, you can see the current role of each member.
If you click a member's role, you can see a list of available roles you can update this member to.

From the Member details view for a specific member, you can see their current role in the property list to the right.

If you click their current role, you can see a list of available roles you can update this member to.


See all members with a specific role

You can see all of your roles in the Members overview under Roles on the left side of the screen. If you click one of the roles from here, you will see everyone in your community with that role.

Did this answer your question?