Community Owner and Editor Role Overview

If you're a Community Owner, you might have someone you trust to act as an Editor and assist you in inviting members and adding material, automations, pipelines, and templates on your behalf. This guide will show you how to assign an Editor Role to a community member.

*Note: There are four types of Members for a Community:

1. Owner (red)

   • Owner and creator of the Community

2. Editor (green)

   • The Owner has enabled a Community "Viewer" to "Editor" to allow them to assist with daily Community operations.

3. Viewer (blue)

   • "Viewer" will be defaulted on all Community Members until you update a "Viewer" to "Editor."

4. Invite Sent (yellow)

   1. The owner or editor has manually sent an email invitation to the community, and the invited member has not accepted the invitation yet.

Step 1

Click on "Community" on the system's left side.

Step 2

Click the name of the Community to which you want to assign a blue Viewer Member as an Editor Role.

Step 3

Click the "Role" column dropdown button on the right of the blue Viewer Member you want to assign as an Editor Role.

Step 4

Click the "Editor" option on the dropdown menu to assign the Viewer Member as an Editor.

Step 5

The blue "Viewer" label will update to the green "Editor" label.