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Assigning Community Roles: Managing Access & Permissions

Roles within your Circle community help define access levels, responsibilities, and engagement capabilities. Whether assigning standard Members, Community Moderators, or Community Admins, these roles ensure structured participation while maintaining control over interactions. Available Roles:
  • Member – Grants access to an existing member within one or multiple Circles.
  • Community Moderator – Comes with a Moderator badge, allowing assigned users to help oversee content and engagement.
  • Community Admin – Assigned an Admin badge, providing full control over settings, content, and community management.
Based on the assigned role, you can enable or restrict permissions, including:
  • Post creation and comment replies to control discussion access.
  • Exclusive admin-to-admin posts and chats, ensuring private communication channels.
  • Admin and moderator-only interactions, limiting conversations to key community leaders.
By carefully configuring permissions, you ensure a structured and well-managed community experience tailored to your needs. There are 2 areas where you can assign community roles to specific people.

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Member Portal

When inside a member’s CRM, you can assign the required role by simply clicking the circle with three dots, as shown below. Once opened, you can select the role you want to assign.

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Contact CRM

Another area where you can assign community roles is within the Contacts Tab in the top Task bar. The same process applies when allocating the role to that contact.
Note: You can only apply a community role to an active member
Last modified on September 2, 2026