Grant and revoke Community group access with workflows
Use JourneyCARE workflows to grant Community group access when a user joins the Community and revoke that access when a user leaves it.
A workflow combines a trigger, which starts the workflow, with actions that run afterward. For a general explanation of this structure, see Workflows Overview.
Grant Community group access when a user joins
Choose User Joins the Community as the trigger and Grant Group Access as the action when a joining user should receive access to a Community group.
Navigate to the Workflow Builder.
Select Create a Workflow.
Choose the trigger for User Joins the Community.
Add the Grant Group Access action.
Configure the trigger details and add any subsequent workflow steps.
Test the workflow, then save and activate it.
Revoke Community group access when a user leaves
Choose User Leaves the Community as the trigger and Revoke Group Access as the action when a leaving user should lose access to a Community group.
Navigate to the Workflow Builder.
Select Create a Workflow.
Choose the trigger for User Leaves the Community.
Add the Revoke Group Access action.
Configure the trigger details and add any subsequent workflow steps.
Test the workflow, then save and activate it.
Choose the relevant Community access trigger
When you select a trigger in the Workflow Builder, choose the relevant Community access trigger for the workflow you are creating.
Group access granted
Group access revoked
Use the grant path for a user joining the Community and the revoke path for a user leaving the Community. The supported actions are Grant Group Access and Revoke Group Access.