Purpose
1. Automate and standardize the process of granting, revoking, and updating document access permissions for client folders during onboarding and project initiation workflows in information management and archiving professional services.
2. Ensure compliance, data privacy, and seamless collaboration by setting up automated permissions based on client, project stage, and team requirements.
3. Reduce manual permission errors, increase auditability, accelerate onboarding, and create an automatable client permissions lifecycle that adjusts as projects progress or staff roles change.
Trigger Conditions
1. Client record created in CRM or onboarding form submitted.
2. New project initiation event or document repository/folder provisioned for client.
3. Change in project phase, role assignments, or team structure.
Platform Variants
1. Google Drive
• Permission API: automate permission batch assignments, e.g. `Permissions.create` endpoint with user roles.
2. Microsoft SharePoint
• REST API/Site Permissions: automate group assignment using `_api/web/roleassignments` for folders.
3. Dropbox Business
• sharing/add_folder_member: automate access addition/removal via sharing API for project folders.
4. Box
• Collaborations endpoint: automate adding/removing collaborators (viewer, editor) via POST/DELETE `/collaborations`.
5. Egnyte
• Permissions API: automate access rights with `POST /permissions/folder` for client structure.
6. OneDrive for Business
• Permissions API: automate via Microsoft Graph `grant permission`, adjusting as team roles update.
7. Citrix ShareFile
• Folders API: automate permission propagation with `AddUserToFolder`.
8. Amazon S3
• Bucket Policy/ACLs: automate via S3 APIs `PutBucketPolicy` for clients/projects.
9. Zoho WorkDrive
• Permissions API: automates adding users/groups to Team Folders with `POST /teamfolders/{id}/collaborators`.
10. Alfresco
• Public API: automate user role assignments using `POST /nodes/{folderId}/permissions`.
11. M-Files
• Vault API: automates permission settings using `SetPermissionsToObject` for initiated projects.
12. Laserfiche
• Repository Access API: automates user permission assignments and removals for client folders.
13. OpenText Content Suite
• REST API: automate updating user/group permissions for project containers using `PUT /nodes/{id}/permissions`.
14. DocuWare
• REST API: automate file cabinet permissions with `POST /FileCabinets/{id}/Permissions`.
15. NetDocuments
• ndThread REST API: automate workspace access via `POST /api/v1/workspaces/{id}/users`.
16. Nextcloud
• OCS API: automates sharing with user/groups using `POST /ocs/v1.php/apps/files_sharing/api/v1/shares`.
17. IBM FileNet
• Content Engine API: automate permissions with `updatePermissions()` on folders.
18. pCloud
• Folder sharing API: automate Invite/permissions via `sharefolder` and `sharefolderifnotexists`.
19. Slack
• Files API: automates managing shared links and permissions for onboarding channels.
20. Monday.com
• Workspaces API: automate document access via `add_users_to_workspace`.
21. Salesforce Files
• Permissions set via REST API: automate sharing/document visibility upon new client/project record.
22. Confluence
• Space Permissions API: automate access to project spaces with `PUT /wiki/rest/api/space/{spaceKey}/permission`.
Benefits
1. Automates document permission assignment consistently, reducing manual effort and audit risk.
2. Enables rapid project ramp-up and onboarding through automator-driven role-based sharing.
3. Maintains data privacy/compliance by automatedly updating permissions when roles/teams evolve.
4. Delivers an automatable, scalable process which supports complex archiving and information management environments.
5. Ensures reliable, automated permission revocation when projects complete or staff depart.
Client Onboarding & Project Initiation