Unassign Role Bot

The Unassign Role Bot revokes role-based access to a Slate document when certain conditions are met.

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  • Used in 58 Flows
  • Used in 29 Workspaces
  • Installed 599 times in the last 30 days
  • 99% success rate

The Unassign Role Bot revokes role-based access to a Slate document when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Unassign Role Bot when you need to automatically clean up and refine role-based access to Slate documents. For example, the Bot can be used to automatically unassign the ‘Employee’ role from a person, once an NDA has been signed.
What the Bot does Unassigns the selected role from a person.
setup duration on average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Based on the conditions you’ve set, the selected roles will be unassigned from the specified people so they won't have access to the Slate document.

Commonly used conditions for when the Bot acts

  • When all or specific fields in a Slate document are completed
  • When a specific Slate Revision is created
  • When a recipient with a specific email, name, role or Flow permissions opens a Slate

Requirements

To install the Unassign Role Bot, begin by setting up a Flow

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Install the Unassign Role Bot to automate workflows

Automate the function remove user from workflow

The focus of automation software can be as diverse as a CRM system with document management, timetable monitoring, etc. However, no matter which group you choose, you will inevitably experience prompt improvements in business processes and thus business growth. For instance, airSlate’s Bots can be configured to assign and unassign roles for recipients. This feature is beneficial when multiple people need to sign a document. Just configure a signing order and assign roles to signers. As soon as the first person in line validates the document, the Bot will activate the delete user from a workflow function for signing and automatically forward everything to the next recipient. The Unassign Role Bot ensures the confidentiality of a recipient's data, making it available only for the current signer. It also works as a trigger for the Assign Role Bot. Once the recipient 1 role is unassigned, the document will be forwarded to recipient 2.

The Bot is applicable in any business or organization dealing with documents that require multiple signers. Those signers could be internal or external, it doesn’t matter the Bot will automate the workflow regardless.

Let’s consider the following advantages this Bot provides:

  • Advanced data protection
  • Eliminate human error
  • Improved and accelerated processes
  • Enhanced productivity
  • 24/7 operation

By configuring just one Bot to activate the remove a name from the list of user from workflow function, you save money and time. airSlate is a unique end-to-end platform, already equipped with tailored solutions for business process automation.

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