---
schema_version: "1"
id: 8e2a5e564ca312f7df59ad33a9e65cd74673d1a6ed6eff5dffd43036d5fb5444
title: Add Members with Different Access Levels to a Document from a Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/process_action_quip_granular_perms.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.process_action_quip_granular_perms.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fe38344d6873911c1d4db05b06bb8e577b0bd8918869dbe879089a1ee6615b2a
description: Automatically share a document with members with different permissions using Process Builder.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d349854e55">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="" id="process_action_quip_granular_perms__d5974e977">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d349854e55 ">To create, edit, or view processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d349854e55 ">
              <p>Manage Flow</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Data</p>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)

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](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US).

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](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow_learning_map.htm&release=264.0.0&type=5 "Flow Builder combines the capabilities of workflow rules and Process Builder in a single point-and-click tool, making it easier to create a triggered process. If you created triggered processes with workflow rules or Process Builder, use the Migrate to Flow tool to move them to Flow Builder. Start by migrating and testing in a sandbox environment before moving your new flows to production.") and use the [Migrate to Flow](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow.htm&release=264.0.0&type=5 "Use the Migrate to Flow tool to convert your Process Builder processes and workflow rules into Flow Builder, including scheduled actions. The tool also supports partial migration of processes for most actions.") tool. For new automations, create flows in [Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow.htm&release=264.0.0&type=5 "Automation reduces repetitive work and helps your team complete tasks faster and more accurately. With Flow Builder, you can build simple or complex automations, forms, and guided experiences with no code. You can add forms to Salesforce pages and Experience sites, and launch flows using buttons, record triggers, or schedules.").

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.

1. 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.
2. Enter the URL of the document or chat where you want to add members.
3. 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. |
4. Save the action.

![add full-access, edit-access, comment-access, or view-access members by email address](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/process_builder/process_quip_granular_perms.png)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)

Note To replace the existing Process Builder processes and Workflow Rules with flows before Process Builder and Workflow Rules reach [end of support](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US), see [Quip Actions in Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.quip_automation_flow.htm&type=5&language=en_US).