Community 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 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

1. Navigate to the Workflow Builder: Access the Workflow Builder in your GoHighLevel account.
2. Create a New Workflow:
   1. Click on "Create a Workflow."
   2. Select the relevant action type: "Grant Private Channel Access" or "Revoke Private Channel Access"
3. 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.
     
     
     
4. Test Your Workflow: Ensure that the workflow operates as expected by testing it in a controlled environment.
5. 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.