Workflow Trigger & Action - Grant/Revoke Private Channel Access

Overview

The Grant/Revoke Private Channel Access workflow action enables automated control over private channel permissions, streamlining community management and improving member engagement.

Action Name

Grant Private Channel Access

Revoke Private Channel Access

Action Description

The Grant Private Channel Access action allows you to automatically provide a member with access to a designated private channel within a community group. If the member is not already part of the group, they will be added to both the group and the selected private channel.

The Revoke Private Channel Access action removes a member's access to a specific private channel while maintaining their membership in the community group.

How to Configure

Navigate to the Workflow Builder

Access the Workflow Builder within your CRM account.

Create a New Workflow

Click on Create a Workflow.

Select the Relevant Action Type

Choose either Grant Private Channel Access or Revoke Private Channel Access.

Configure Trigger Details

Specify the group and the private channel for which you want to manage access. Only private channels are available for selection; ensure you have the appropriate private channel set up. If a member is not part of the group, they will be added to both the group and the channel you select.

Add Subsequent Actions

Include any additional automated actions you wish to trigger.

Test Your Workflow

Verify that the workflow functions correctly by testing it in a controlled setting.

Save and Activate

Once testing is complete, save and activate your workflow.

Example

For example, when a new member joins a book club community, you can configure a workflow to automatically grant them access to the Book Upgrades private channel. This ensures they receive timely updates about upcoming discussions and can immediately participate with other members.