Workflow Trigger & Action - Grant/Revoke Private Channel Access
TABLE OF CONTENTS Overview Action Name Action Description How to Configure Example Overview The Grant/Revoke Private Channel Access workflow action…
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TABLE OF CONTENTS
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 to 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 (example - 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 GHL Customer Care 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 option for private channels and ability to select them, make sure you have relevant private channel
- If a member is not a part of the group already, they will be added to the group and eventually the channel you chose.
- Add any subsequent actions you wish to automate.
Step 3 of 3: Add any subsequent actions you wish to automate What this shows Step 3 of 3: Add any subsequent actions you wish to automate. What this shows Shows what this covers for step 3 of 3 in the "How to Configure" section of "Workflow Trigger & Action - Grant/Revoke Private Channel Access". This screenshot accompanies step 3 of 3 in the "How to Configure" section of "Workflow Trigger & Action - Grant/Revoke Private Channel Access". At this point in the walkthrough you add any subsequent actions you wish to automate. This part of the guide covers 10 fields, listed below. What this coversAdd any subsequent actions you wish to automate. Fields in this part of the guide OverviewAction NameAction DescriptionHow to ConfigureExamplePrivate Channel Access GrantedPrivate Channel Access RevokedGrant Private Channel AccessRevoke Private Channel AccessConfigure Trigger Details:Buttons and menus referenced TABLE OF CONTENTSGrant Private Channel AccessRevoke Private Channel Accessyetkeeping them a part of the groupConfigure Trigger DetailsTest Your WorkflowSave and ActivateExample values- Action Name
- Priya Raman
Illustrative values showing the expected format. They are not read from the screenshot.
All 3 steps in this procedure
- Specify which group and eventually which private channel you want to grant/revoke access for. You can only see option for private channels and ability to select them, make sure you have relevant private channel
- If a member is not a part of the group already, they will be added to the group and eventually the channel you chose.
- Add any subsequent actions you wish to automate. this image
Step 3 of 3: Add any subsequent actions you wish to automate What this shows Step 3 of 3: Add any subsequent actions you wish to automate. What this shows Shows what this covers for step 3 of 3 in the "How to Configure" section of "Workflow Trigger & Action - Grant/Revoke Private Channel Access". This screenshot accompanies step 3 of 3 in the "How to Configure" section of "Workflow Trigger & Action - Grant/Revoke Private Channel Access". At this point in the walkthrough you add any subsequent actions you wish to automate. This part of the guide covers 10 fields, listed below. What this coversAdd any subsequent actions you wish to automate. Fields in this part of the guide OverviewAction NameAction DescriptionHow to ConfigureExamplePrivate Channel Access GrantedPrivate Channel Access RevokedGrant Private Channel AccessRevoke Private Channel AccessConfigure Trigger Details:Buttons and menus referenced TABLE OF CONTENTSGrant Private Channel AccessRevoke Private Channel Accessyetkeeping them a part of the groupConfigure Trigger DetailsTest Your WorkflowSave and ActivateExample values- Action Name
- Priya Raman
Illustrative values showing the expected format. They are not read from the screenshot.
All 3 steps in this procedure
- Specify which group and eventually which private channel you want to grant/revoke access for. You can only see option for private channels and ability to select them, make sure you have relevant private channel
- If a member is not a part of the group already, they will be added to the group and eventually the channel you chose.
- Add any subsequent actions you wish to automate. this image
- 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.
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