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Removing Google Vault User Holds with GAT Flow

2 min read

Effortless User Management:  How to Remove Users from Google Vault Holds #

GAT Flow allows you to manage your domain users conveniently by setting up the workflows that will trigger mass actions.

One of them is to remove your users from the Google Vault hold set up earlier.

You can delete the users’ holds by following the steps outlined below.

Workflow type #

In the Workflow fill in the details. You can set it up also as an Event workflow or Recurring workflow.

  • Name – enter the name of the workflow (2)
  • Description – enter a description for the workflow (optional)
  • Type – select what workflow type you would like to run
    • Modify – modify existing users (3)
  • Include suspended users – enable or disable to allow you to select users who are currently suspended:
    • If enabled – you will be able to select even users who are suspended
    • If disabled – you will be able to select only users who are active
  • Run immediately after approval – provides an option to schedule the workflow to run in a selected future time (optional)

Later click Next (4) to proceed.

Creating a workflow to remove vault user holds in Flow

Select users #

Under Search for a user – select the users who will be deleted

  • Select one or a few users
  • Group of users
  • Org. Unit of users
  • Import users via Google spreadsheet

Selecting users in a GAT Flow workflow

Choose actions #

In the Choose actions click on the (+) button (1) and then click the Add action button (2)

Adding actions to a GAT Flow workflow

The available actions will be displayed by default. Search and select Remove user from hold action.

Adding the action 'Remove user from hold'

When the action is selected, double click the action node to fill in the required details.

Select the existing Matter and Hold name that you want the user to be removed from.

  1. Matter – Select the Matter you need
  2. Hold – Select the Hold

When the workflow is ready click on Send approval request (3).

Configuring the 'Remove user from hold' settings in Flow

Results #

Finally, the workflow needs to be approved by the Security Officer.

Once the request is approved, the workflow will execute, and users will be removed from the Google Vault hold.

To check the results, navigate to the Workflow section and select the workflow that removes the Google Vault hold. Click on the ‘page’ icon on the right side of the workflow to view the Workflow details (shown in the below screenshot).

Workflow results

Before #

Before vault user hold was removed

After #

After vault user hold was removed

Relevant posts #

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