Plans supporting access to security settings in the knowledge base site

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Add or deny access to the article content for team accounts, team account groups, reader accounts, and reader groups on the Knowledge base portal or Knowledge base site.


Accessing the Article access control

  1. Navigate to the desired article in the documentation editor.

  2. Click on the More (•••) options on the top right of the editor, and select Security.

  3. There are two options to choose from

    An Access control overview blade will appear.

  4. You can manage access to the article for Team accounts or readers.

1_Screenshot-Accessing_the_Article_access_control

Knowledge base portal

To change the article access on the portal, select the Knowledge base portal access control.

For team accounts & team account groups
Portal access refers to the access through which the article content and article settings are updated or deleted.

The Assign content access: Knowledge base portal panel appears with the list of existing team accounts.

  1. If no accounts are listed, click Assign Article Access to assign team members.

  2. Select the desired team account and click Apply.

  3. In the Team account section, you can perform operations such as Edit, Deny, and Remove.

  4. Once done, click Close.

2_Screenshot-Knowledge_base_portal_access_control

Knowledge base site

To change the article access on the site, select the Knowledge base site access control.

For readers & reader groups
Site access refers to the view access of the published article on the private or mixed knowledge base site.

Why is this option Inactive?
This option would be inactive (grayed out) if the knowledge base site access is set as Public.

The Assign content access: Knowledge base site panel appears with the list of existing readers.

  1. If no readers are listed, click Assign Article Access to assign reader accounts.

  2. Select the desired reader account and click Apply.

  3. In the Readers section, you can perform operations such as Deny and Remove.

  4. Once done, click Close.

3_Screenshot-Knowledge_base_site_access_control


FAQ(s)

Once Knowledge base portal access is denied for a Team account or group, how can it be restored?

If access is denied for a team account, the team account will not be listed. To restore access, click Assign Article Access and add the same team account again.

Once Knowledge base site access is denied for a reader or group, how can it be restored?

If access is denied for a reader account, the read account will not be listed. To restore access, click Assign Article Access and add the same reader account again.

Can I give access to an entire category to a team account and still restrict access to specific articles within that category?

Yes, in Document360, you can grant access to an entire category to a team account and still restrict access to specific articles within that category.

How do I deny access to a specific article for a team account?

To deny access to a specific article for a team account, follow these steps:

  1. Go to the specific article and click on the More (•••) icon in the Knowledge base portal.

  2. Navigate to Security > Knowledge Base portal.

    The Team accounts list will appear.

  3. Hover over the desired Team account and click the Deny () option.

How do I grant access to a category for a team account?

To grant access to a category for a team account,

  1. Navigate to the category you want to give access to in the Knowledge base portal.

  2. Click More (•••) icon > Security > Knowledge base portal > Assign category access.

  3. Select the desired Team account and click Apply.

Can I manage article-level access independently within a category?

Yes, Document360 allows you to manage article-level access independently within a category. You can grant or deny access to specific articles even if the user has access to the entire category.

What happens if I deny access to an article that is part of a category the user has access to?

If you deny access to a specific article, the user will not be able to view or interact with that article, even if they have access to the rest of the category. The restrictions applied at the article level will override the category-level permissions for that specific article.