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 GoHighLevel 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.
- 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.