Permission Management
The Knowledge Base permission ensures that users can only access specific folders they are authorized for, protecting sensitive knowledge assets and enabling role-based access control across your organization.
User Roles
There are three types of users in the Knowledge Base.
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Primary User: Full control over the KB, including read, write, edit, delete and permission management.
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Admin User: Set by primary user, has the same level of access as the Primary User.
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Standard User: Can only view folders they have been explicitly granted access to (Read-Only access).
Permission Settings
For user with Primary or Admin roles, permission can be managed through the Card Folder.
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Navigate to the top-right corner of the KB card.
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Click the three-dot icon to open the menu.
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These featurs are available: + Add Document, Edit Info, View Logs, Permissions, and Delete.
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Click Permissions to open the management interface.
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In the permission management interface, you can quickly retrieve the role name, then assign or remove the roles.
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Save Changes to apply new permission settings.
Note:
- If you attempt to remove the last user with a role tag from the permission list, a warning message will appear. It is to confirm if you want to setup the knowledge base to Public.
- If no action is taken and the popup is dismissed, no changes will be made and permission state remains unchanged.
- This safeground prevents accidental exposure of sensitive information by ensuring every KB remains properly governed unless explicitly made public.