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Keep shared access aligned with the people who need it.

Illustrative idea, not a published runnable template. Grunt is prelaunch; live service is paused and live provider connections and outcomes remain unverified. The steps, providers, and outcomes below describe a concept.

Create a group for a defined purpose, gather the available organization members, and prepare a membership list for review. A responsible person checks every proposed addition before access changes are made.

Actual availability depends on published steps, supported connections, permissions, and provider approval.

Illustrative workflow and outcome
Access group setup requestA request to create or review a group of people who may need shared access
“Prepare a named access group, review eligible members, and add approved people only after an authorized person confirms the exact membership.”
Work through the request.

Clear tasks, with review where it matters.

  1. Define the group’s purpose
  2. Gather the available members
  3. Prepare a proposed member list
See all 6 tasks
A named group with membership checked by an authorized person, plus a current view of who has been included.

What this workflow could do

Helps an organization prepare and review shared access group membership so access decisions stay visible to a responsible person.

Review points proposed in this idea

Group membership can grant access to sensitive information. Verify the group purpose and each person’s need, require authorized approval before adding members, and review the final membership afterward.

How the idea could work

Select an illustrative task to explore its proposed role. No workflow runs here.

Explore the sequenceStep 1 of 6
  1. Record why the group is needed and what shared information or access its members may receive.

Step 1 of 6

Define the group’s purpose

Record why the group is needed and what shared information or access its members may receive.

Proposed setup considerations

These are planning notes for the concept, not instructions for a currently available template.

  1. 01

    Set the group name and access purpose

    Choose a clear group name and document the shared access it is intended to provide.

  2. 02

    Choose eligible members and owners

    Identify who may be considered for membership and name the person responsible for the group.

  3. 03

    Require approval for every change

    Define authorized approvers and require them to review the exact member list before additions or removals.

  4. 04

    Test proposed and approved membership

    Confirm that a proposed change remains pending, an approved change is applied correctly, and the final list can be reviewed.

Read the prelaunch status

Published templates and verified customer availability remain pending.

A little help with the whole task

A little less busywork.
A little more room for you.

Explore the sample experience while launch details are being finalized.

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