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Customer experience | Sales, Customer Insights,...
Answered

Assign Role to the user added to Access team

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Posted on by 71
 
Hi,
I have configured the /Access Team Template/ in the Settings - Security - Access Team Templates section to assign users who have the ability to update Technical data. However, I also need to assign a security role for the users who are added as Technical Leads (please refer to image 1).
The specific requirement is as follows: I need to assign a role to a user when they are added to the Access Team (Technical Lead), and conversely, remove the security role when a user is removed from the Access Team.
My question is: Is it possible to run a Workflow before a user is removed from the subgrid?
How i can run a workflow before a user is removed from the subgrid? 
Thank you.
Siva
 
 
image 1
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  • Verified answer
    SivaR Profile Picture
    71 on at
    i was able to resolve it using power automate and webhook (Registered webhook when Add access team and Remove access team )
    Here is the youtube how to use Power Automate with Webhook:

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