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.

1. Primary User: Full control over the KB, including read, write, edit, delete and permission management.

2. Admin User: Set by primary user, has the same level of access as the Primary User.

3. 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.

1. Navigate to the top-right corner of the KB card.

2. Click the three-dot icon to open the menu.

3. These featurs are available: + Add Document, Edit Info, View Logs, Permissions, and Delete.

4. Click Permissions to open the management interface.

5. In the permission management interface, you can quickly retrieve the role name, then assign or remove the roles.

6. Save Changes to apply new permission settings.

Note:

1. 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.
2. If no action is taken and the popup is dismissed, no changes will be made and permission state remains unchanged.
3. This safeground prevents accidental exposure of sensitive information by ensuring every KB remains properly governed unless explicitly made public.