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

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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.

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  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.