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Assign community role from new membership request record

Assign community role from new membership request record

Membership request records need manual lookup and role assignment, delaying access for new members. Members are provisioned the correct role automatically, enabling same-day onboarding.

Assign community role from new membership request record

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Overview

Manual role assignments create onboarding bottlenecks and task backlogs for community managers. This workflow extracts the requested username, locates the account, assigns the configured role, and records the result so coordinators can complete onboarding the same day.

Assign community role from new membership request record