Managing reader groups

Accessing the reader groups overview page on the Knowledge base portal

1. Go to Settings → Users & Security → Readers & groups → Reader groups
2. The list of available reader groups appears

Adding a new reader group

1. Go to Settings → Users & Security → Readers & groups → Reader groups
2. Click the New reader group button
3. A New reader group blade appears on the right

a. Set up the basics

• Group name - Type in a name for the new reader group. This field is mandatory.

The group name should be less than or equal to 50 characters (including space) and can be a combination of letters, numbers, and hyphen(-). Other special characters are not permitted.

• Description (optional)- Type in a description for the reader group. This field does not have any character limit.

Once done, click the Next button at the bottom.

b. Add readers

Associate the desired readers with the group. The list of all available reader accounts would be listed in this section.

• Hover over the desired reader account(s) and select the checkbox adjacent to them
• You can also use the search bar to narrow down results for a reader account search
• If you want to select all reader accounts, click Select all

Once done, click the Next button at the bottom.

c. Content access

Choose the level of access for the new reader group.

• None - No access to the knowledge base content. This selection can be changed later
• Complete knowledge base (project) - Access the entire knowledge base content with all its version(s) and language(s)
• Version/Language- Access specific version(s) and language(s) in the knowledge base content
• Category - Access specific categories in selected version(s) and language(s) of the knowledge base content

Once done, click on the Next button at the bottom.

d. Review and finish

Make sure all the details for the new reader group are correct before you finish.

Click on the Add button at the bottom and the new reader group would be added and available on the overview page.
Click on the Close button to return to the reader group overview page from the blade.

Editing a Reader Group

1. Go to Settings → Users & Security → Readers & groups → Reader groups. The list of already added reader groups appears
2. Hover over the desired reader group and click the Edit (pencil) icon on the right
3. The Edit reader group blade appears on the right
4. Update the desired settings in the reader group
5. Once done, click the Update button

Deleting a Reader Group

1. In Settings → Users & Security → Readers & groups → Reader groups. The list of already added reader groups appears
2. Hover over the desired reader group and click the Remove (trash bin) icon on the right
3. Click Yes in the Delete confirmation prompt

The reader group would be permanently deleted from the reader group list.