Community workflow trigger & action - Grant/ Revoke Private Channel Access

Overview

The Grant/Revoke Private Channel Access workflow action allows for automated management of private channel access, enhancing community interactions and user experience.

Trigger Name

• Private Channel Access Granted
• Private Channel Access Revoked

Action Name

• Grant Private Channel Access
• Revoke Private Channel Access

Action Description

The "Grant Private Channel Access" action is used when a user wants to grant access to a member for a specific channel (private channel) within a community group and simultaneously add them to the community group as well. This automation ensures that users receive timely updates and can engage with relevant channel content and members.
The "Revoke Private Channel Access" action is used when a user wants to revoke access of a member to a specific channel (e.g., a private channel) within a community group, yet keeping them a part of the group.

How to Configure

• Navigate to the Workflow Builder: Access the Workflow Builder in your account.

• Create a New Workflow:

  • Click on "Create a Workflow."
  • Select the relevant action type: "Grant Private Channel Access" or "Revoke Private Channel Access."

• Configure Trigger Details:

  • Specify which group and eventually which private channel you want to grant/revoke access for. You can only see options for private channels and the ability to select them, so make sure you have the relevant private channel.
  • If a member is not already part of the group, they will be added to the group and eventually the channel you chose.
  • Add any subsequent actions you wish to automate.

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• Test Your Workflow: Ensure that the workflow operates as expected by testing it in a controlled environment.

• Save and Activate: Once confirmed, save your workflow and activate it for use.

Example

For instance, if a new member joins a book club community, you can set up a workflow that automatically grants them access to the "Book Upgrades" private channel. This ensures they receive immediate updates about upcoming discussions and can engage with other members right away.