Community roles and Badges are a set of features designed to help Members identify expert resources and make connections, encourage Members to take on leadership roles, and recognize Members for their meaningful contributions.
Table of Contents
COMMUNITY ROLES
A Community Role is prominently displayed around a Member’s avatar to highlight a specific and meaningful role the Member has within your Community. Community roles will be visible throughout the entire platform, including emails.
Note that the limit is ten Community roles total.
DEFINE A COMMUNITY ROLE
Every Community is unique so Community Roles are configurable based on your needs.
Access Community Roles by clicking on the Community Menu (people icon in the upper right hand corner) and selecting Community Settings. From the Community Settings page, select the Community Roles tab. Then, click Add a Community Role.
From here, you can configure your Community role in the following ways:
- Title -- this will be the name of the role.
- What should every member know about this role? -- this will be a short description that is displayed when a member hovers over the role. It should be no longer than 2 sentences.
- Description -- this will be a longer description shared in the email notifying the manager or member when they are assigned this role.
- Icon -- this will be the image displayed on a member's avatar. You can also choose the background color of the icon & add a colored border to the outside of the member's avatar.
- Term Limit -- If enabled, you can choose a predetermined amount of time a member will have the assigned role. Adding a term limit can help distribute administrative workloads and give you a touchpoint to gather feedback and make adjustments to the role.
ASSIGN A COMMUNTIY ROLE
To assign a role to a member click on the Community Menu (people icon in the upper right hand corner) and select Community Settings. From the Community Settings page, select the Community Roles tab.
Then, click the down caret to the left of the role that will be assigned and begin typing the name or email of the member you want to assign the role. Select the Member from the search results.
Note that Community Members can only have one community role at a time.
An email will be sent to the Member to let them know they have been assigned a role in the community.
MEMBER VIEW COMMUNITY ROLES
Community Roles will always be displayed on member avatars in the platform & in emails. Members can hover over the icon to learn more about the role. Members can also filter the Member Directory to search for members with specific roles.
BADGES
Badges are perfect for recognizing an action or accomplishment that makes a difference in your Community. This could be as simple as participating in an annual conference, or as significant as mentoring a colleague. Mentorship, top Community contributors, and completion of a series of courses are all great ideas of achievements for Badge recognition.
DEFINE A BADGE
You can award a single Badge to shout out for a unique accomplishment, or you might set up a series of related achievements that build upon each other.
Access Community Badges by clicking on the Community Menu (people icon in the upper right hand corner) and selecting Community Settings. From the Community Settings page, select the Badges tab. Then, click Add a Badge.
From here, you can configure your badge in the following ways:
- Title -- this will be the name of the badge
- Description -- this will be a description displayed on the Badges section of a member's profile and shared in the email notifying the manager or member when they are awarded this badge.
- Icon -- this will be the image displayed on the Badges section of a member's profile. You can also choose the background color of the icon.
ASSIGN A BADGE
You can assign as many badges per member as you'd like. Every earned Badge will be displayed in the Member profile.
To assign a Badge to a member click on the Community Menu (people icon in the upper right hand corner) and select Community Settings. From the Community Settings page, select the Badges tab.
Then, click the drop down to the left of the badge that will be assigned and begin typing the name or email of the Member you want to assign a Badge. Select the Member from the search results.
An email will be sent to the member to let them know they have been assigned a badge.
MEMBER VIEW BADGES
Badges are visible on member profiles. Members can view their own badges by clicking their avatar in the upper right hand corner, clicking View my Profile, and then selecting the Badges tab.
Since Badges are visible in Member profiles, Members will be able to view other Member's Badges. Clicking on a member's avatar in the feed or click on their card in the Member Directory will bring you to their profile. Then, select the Badges tab.