0export icon
0Export to Google Sheet Bot

Revoke Access to Step Bot

Withdraw access to the step when a document revision has been completed with the Revoke Access to Step Bot.
Try automation, it’s free!
What the Bot does
The Bot revokes access to the step you’ve specified based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to restrict access for specific users to contracts, sales invoices, and proposals when a revision is completed.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 58 Templates
  • Used in 29 Workspaces
  • Installed 599 times in the last 30 days
  • 99% success rate
Star Rating
4.8 out of 5
(24 votes)
You’ve already rated this bot

Get your automated workflows up and running in minutes with the Revoke Access to Step Bot. No coding required.

picture-1
Add multiple conditions and tell the Bot to run when all or some of them are executed
Configure Bot settings
Select the role you want to revoke. After that, define what will trigger the Bot to act. These can be a specific date, document data, user roles, emails, or name. For example, select a document from a Flow and tell the Bot to revoke access to the step once all the fields in the document have been completed.
Note: To install and configure Bots, start by creating a workflow.
picture-2-part-1 picture-2-part-2
View the Bots log or use tags to check if the Bot ran successfully
Get access to the step revoked
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the Bot will revoke access to the step you’ve specified.
Show more
texture 1 texture 2 texture 3

Install the Revoke Access to Step Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
Learning illustration

Automate the function Unassign Role Bot 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 Revoke Access to Step 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.