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Add Members with Different Access Levels to a Document from a Process
Automatically share a document with members with different permissions using Process Builder.
Required Editions
| Available in: Lightning Experience |
| User Permissions Needed | |
|---|---|
| To create, edit, or view processes: | Manage Flow AND View All Data |
Important Support and updates for Process Builder have ended as
of December 31, 2025. This means that support won't be provided for any process and bugs in
the Process Builder product won't be fixed. See Workflow Rules & Process Builder End of Support.
After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your switch to Flow Builder and use the Migrate to Flow tool. For new automations, create flows in Flow Builder.
After you create a Quip action and select Add Members to Document or Add Members to Chat, fill in the relevant fields to add the action to your process.
-
Enter a name for this action.
This text appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas.
- Enter the URL of the document or chat where you want to add members.
-
Enter the email addresses of the members you want to add based on the access level you want
to grant.
You can enter up to 50 email addresses per access level. Emails must belong to Quip members in the same Quip site as the acting member.
Quip Access Level Description Full Access Full-access members can view, comment on, edit, and share documents that they’re added to. Edit Access Edit-access members can view, comment on, and edit documents that they’re added to. Comment Access Comment-access members can view and comment on documents that they’re added to. View Access View-access members can view documents that they’re added to. - Save the action.
Note To replace the existing Process Builder processes and Workflow Rules
with flows before Process Builder and Workflow Rules reach end of support, see Quip Actions in Flow Builder.
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