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User Types allow you to categorize members into groups based on their membership category, status, or role in your organization. This is different from system permissions - user types are for organizational classification.

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How to access

Settings → Users & Profiles → User Types Or navigate to Settings → Roles and filter by “User Types”

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What are User Types?

User Types are labels that help you organize members. Examples:
  • Member - Full members of your organization
  • Volunteer - Active volunteers
  • Alumni - Former members
  • Honorary Member - Special recognition members
  • Student - Student members (different fee structure)
  • Supporting Member - Non-voting supporters
User Types are organizational categories, not permission levels. A “Volunteer” user type doesn’t automatically grant any special permissions - it’s just a classification.

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Creating User Types

1

Navigate to Roles

Go to Settings → Roles
2

Create new role

Click Create Role
3

Mark as User Type

Enable the Is User Type toggle
4

Configure details

Set the name, description, and any additional options
5

Save

Save the new user type

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User Type Settings

When creating or editing a user type:
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name
string
required
The display name for this user type (e.g., “Full Member”, “Volunteer”).
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description
string
Optional description explaining this user type’s purpose.
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isUserType
boolean
Must be enabled to make this role appear as a user type option.

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Using User Types

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On Registration

If enabled in your registration form settings, new members can select their user type during sign-up.

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After Adhesion Approval

When using the adhesion (membership application) workflow, you can automatically assign a user type when applications are approved.

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Manual Assignment

Administrators can manually change a member’s user type from their profile.

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Filtering and Reports

Use user types to filter member lists, create targeted newsletters, or generate reports.

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User Type Visibility

Control who can see user type information:
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whoCanSeeUserType
select
Configure visibility of user type labels:
  • USER - All members can see user types
  • HR_LOCAL - Only local HR and above
  • HR_TENANT - Only organization HR and above
  • ADMIN_LOCAL - Only local admins and above
  • ADMIN_TENANT - Only organization admins
Configure in Settings → Users & Profiles → Users Module

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Use Cases

Create user types for different membership tiers: Basic, Premium, VIP. Use these to filter access to certain content or features.
Track members through their journey: Applicant → Trial Member → Full Member → Alumni
Different user types can have different fee structures. Students might pay less than regular members.
Send newsletters only to specific user types (e.g., all Volunteers for volunteer-specific updates).
Some organizations restrict voting to certain user types (e.g., only Full Members can vote).

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Best Practices

Keep user types simple. 3-5 types is usually enough. Too many types create confusion.
Use clear, self-explanatory names. “Active Member” is better than “Type A”.
User types don’t grant permissions automatically. If you want a user type to have special access, you need to configure permissions separately.