In Document360, you can edit an existing user's portal role and content access permissions from the Knowledge base portal. Updating these settings lets you control what a user can view, manage, and contribute to within your project.
Before you begin
Before editing a user, ensure the following:
You have a Project Owner or Admin role.
The user you want to edit already exists in the project.
Edit a user
To edit the configuration of a user, follow the steps below:
Navigate to Configurações () > Usuários e permissões in the left navigation bar in the Knowledge base portal.
In the left navigation pane, navigate to Usuários & grupos > Usuários.
Hover over the desired user and click the Editar () icon.
To update the portal role:
Click Manage project role.
Select the desired portal role in the Edit user panel.
Click Update.
To update content access permission:
Click Manage content roles & permissions.
Select the desired Content role and Content access in the Edit user panel.
Click Update.
NOTE
For users, access is inherited, allowing them to view both categories and subcategories unless access is explicitly restricted.
FAQ
Can I update a user's email ID in the project?
No, you cannot update the email ID of other users in your project.
Who can change the access permissions for a user?
Users with Admin or Owner portal roles in a project can change the access permissions for a user.
Users with the Manage users permission can also change the access permissions for a user.
Users cannot change their access permissions.
How do you add a user with edit access to one Category and read-only access to the rest?
You can achieve this by creating a custom content role and assigning appropriate permissions to the user.
Creating a custom content role
Navigate to Configurações () > Usuários e permissões in the left navigation bar in the Knowledge base portal.
In the left navigation pane, navigate to Funções e permissões.
Under the Content role tab, click New content role.
In the Create content role panel:
Enter the desired role name and description.
In the Features section, select the View checkbox for Categories and Articles.
Click Create role.
NOTE
For more information, read the article on Roles and permission.
Creating a user with specific permissions
Navigate to Configurações () > Usuários e permissões in the left navigation bar in the Knowledge base portal.
In the left navigation pane, navigate to Usuários & grupos > Usuários.
Click Adicionar and select User.
In the New user panel:
Enter the email address for the user.
Select the appropriate Project role.
In the Content role & access section:
Content role: Select Editor from the dropdown.
Content access: Choose Category and select the desired category/categories you want the user to edit.
Click Add another content role to set read-only access for other categories:
Content role: Select the custom content role created in Step 1.
Content access: Choose the desired category/categories that the user can view only.
Click Create user.
This creates a user with edit access to specific categories and read-only access to the remaining categories.
Updating an existing user
Navigate to Configurações () > Usuários e permissões in the left navigation bar in the Knowledge base portal.
In the left navigation pane, navigate to Usuários & grupos > Usuários.
Hover over the desired User and click the Editar () icon.
In the Content role & access section, click Manage content roles & permissions.
Assign two content roles as follows:
Editor role: Assign this to categories that the user should edit.
Custom content role: Assign this to categories that the user should only view.
Select the respective categories for each role and click Update.
This updates the user to have edit access for specific categories and read-only access to the remaining categories.