Managing reader groups

Organizing your readers into groups can streamline content access management and ensure each Reader has the appropriate permissions to view specific articles. Reader groups in Document360 allow you to efficiently control which sections of your knowledge base are accessible to different readers.

Creating a new Reader group

To create Reader groups in your project,

1. Navigate to Settings () in the left navigation bar in the Knowledge base portal.

2. In the left navigation pane, navigate to Users & security > Readers & groups > Readers.

3. Click New reader group, and the Create reader group panel opens.

4. Enter the name and description of the group in their respective fields.

5. Choose the content access level you want the associated Reader accounts to hold.

   The available levels of content access are None, All, Workspace/language, and Category.

6. Once done, click Next.

7. Add the Reader accounts you want to associate with the reader group.

8. Click the Create reader group.

NOTE

• By default, users in reader groups are organized alphabetically based on their email IDs.

• JWT readers do not appear in the Document360 portal as they are authenticated through a JSON Web Token (JWT).

8. Click on the desired reader group, and the details will appear.

9. Click Export CSV on the top right to download the list of users in a reader group in Excel/CSV format.

   

Edit or Delete a Reader group

Hover over the Reader group on the Overview page. The Edit () icon and Delete () icon appear. Click on each button to perform the respective operations.