to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Permissions Bots
1270 students
30 minutes
Facing issues with document access control? Don’t stress. Discover how to use dedicated software robots to stand watch over your document access.
About this course
This course walks you through the key aspects and nuances of setting up and controlling document access permissions for your recipients. You’ll develop a familiarity with the different bot categories responsible for these types of tasks, how to configure them, and go over different use cases for applying no-code automation.
By the end of this course, you'll be able to configure the access permissions to your documents and separate the fields in them in just a few clicks.
What’s included?
lessons to explain the process of setting up document access
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills
What will you learn?
How to automate document access permissions
How to ensure the bot performs the task the way you intend
How to track your progress and troubleshoot
Who is this course for?
Anyone interested in automatic document access management
Anyone looking to master workflow automation without coding
Those who want to advance their career with new skills
Related workflows
Start learning today
Sign now for free
Manage permissions to secure and fast-track your workflows with automation bots by airSlate WorkFlow
As the IT processes get more complex, there’s a growing number of concerns about the security of these processes. It also applies to document-based operations that always involve a certain degree of sensitive information. This forces many corporations and organizations to seek solutions to mitigate and dodge the potential risks of a data breach or unintentional exposure of confidential information.
airSlate WorkFlow, a no-code automation platform, offers a more holistic and end-to-end approach to managing document-based processes. Not only does it allow to build of efficient document approval and data collection workflows, but it also helps manage access rights to define what hands the information or certain rights can end up in. Further, we’ll briefly go over the list of bots available in airSlate WorkFlow and show you how to learn to manage permissions using our bots.
Manage full or partial access permissions with automation bots by airSlate WorkFlow
For the most part, a business document lifecycle involves multiple people. But not all of them have the exact scope of responsibilities when it comes to editing, viewing, and executing the document. This is when our automation bots come into play. airSlate WorkFlow provides you with all the essential tools to create a fine-tuned workflow from scratch while configuring access rights for different workflow participants. Let’s quickly go over bots currently available in our library that automatically manage user access to your process flows and documents.
Restricting or enabling editing options
- Lock Documents Editing bot
- Forbid Discarding Changes bot
- Enable Editing Tools
Showing or hiding selected documents (based on specific conditions)
- Revoke Access to Step (when a revision is completed)
- Set Expiration of Step Assignment bot
- Show Conditional Document
Assigning users to and reassigning them from a specific task
- Reassign Step bot
Other permission bots
- Forbid Saving as Draft bot
- Redirect Recipients to Website
Tipping the toes into automation bots with the airSlate Academy
As we mentioned, airSlate WorkFlow is a no-code solution that doesn’t require substantial knowledge of programming languages or specific bot training. Additionally, our developers have already done the heavy lifting, so setting up bots has become a breeze. Yet, there are some tips and tricks in configuring access rights bots that you might want to learn. For that, you can enroll in our free courses on how to give bots permissions, fine-tune them to your particular workflows, and make your entire automation experience as smooth as possible. In addition, you can practice while taking the course by creating a free account with airSlate. It will help you get hands-on experience using our tools and features. The course is self-paced and requires no commitment from your side. Upon completing it, you’ll earn a certificate that can be used to help you advance in your career path.
Have any doubts about how your business processes can benefit from automation? Take our automation courses or contact us today. We’ll gladly show you the full functionality spectrum that airSlate WorkFlow offers for individuals and entities of any size!
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Need help?
Contact Support
You don’t need to know programming languages to set up and run a bot in airSlate WorkFlow. As soon as you set up a workflow, you can start configuring bots. Simply select the needed bot from the library, add it to your workflow, and use the settings to tell the bot what it needs to do when certain conditions are met. You’re not limited to using the access rights bots and can include as many of them as your workflow requires.
Our platform's library offers various permission bots, including Access control and Signature bots. You can select the respective bot depending on the type of access you want to give or restrict. Generally, using Access control bots, you can expand or limit editing rights for a document and/or entire workflow. You can show or hide documents based on the pre-set “if-this-then-that” logic; reassign specific steps to other users if previous ones failed to do so; automatically redirect to the website; forbid users to save the document as draft or save changes made to the document. To view the complete list of bots, please follow this link.
Any permissions within airSlate WorkFlow can be managed from your workspace (if you want to assign specific roles, like Admin, Editor, etc. ) or through our no-code bots (if you want to give or restrict access rights to the users who are a part of your workflow). Please head to our library and get detailed instructions on how to give bots permissions to limit or expand access to a particular document or workflow.
Data safety must always be high on the list of priorities to avoid data breaches, losses, and possible aftermath litigations. Choosing a solution that offers versatility when it comes to access management is key to protecting your sensitive data. airSlate WorkFlow helps prevent data mismanagement and ensures that the information can be accessed quickly and by designated users only.
You’re to decide what permissions you give the bot to run. For instance, when restricting or enabling editing access rights, you can choose from a wide selection of feature options. You can order the bot to act open based on specific conditions. For example, specific editing features can be enabled once the user fills out the email field, etc. Enroll in our free course to learn more about how our automation bots work!
Yes, especially if you have the right learning materials at hand. airSlate Academy offers a wide range of automation courses that will not only show you how to manage full access permissions, but also set up eSignature workflows, collect information with minimal input, and make sure your critical document-based processes aren’t interrupted.
Permissions Bots
The Permissions Bots course provides a comprehensive guide on automating access management within document workflows using airSlate's no-code Permissions Bots. This course is designed to simplify how you control and secure access to various elements of your workflows, ensuring smooth and error-free processes. By the end of the course, you'll be able to confidently select, configure, and deploy Permissions Bots to automate access control in your workflows, making your document processes more efficient and secure.
Key takeaways:
- Understanding Permissions Bots: Learn about the different types of Bots within the Permissions category, including Access Control and Signature Bots, which automate tasks like revoking role access, hiding document options, and setting eSignature types.
- Bot Configuration: Master the setup of Permissions Bots, including selecting roles, scheduling actions, and setting execution conditions to ensure the Bots operate exactly as needed.
- Advanced Settings: Explore how to fine-tune Bot actions with advanced settings like Bot execution frequency, revision handling, and custom tagging for better workflow tracking.
Who can benefit from this course:
This course is ideal for professionals involved in document management and workflow automation who seek to enhance efficiency and security in their processes. Whether you're managing sensitive information, ensuring compliance, or simply looking to streamline your workflows, this course equips you with the skills to leverage Permissions Bots effectively.