Reader accounts are end-users who must first log in to a private knowledge base to view articles. Readers are different from team accounts in that they are not contributors to a knowledge base. They can only view articles.
Reader accounts are only necessary when a knowledge base is set to private in order to allow access to a specific group of people, wether that be partners, internal employees, etc.
A reader can also be associated to one or more Reader Group(s). Also, access scope can be set for individual readers, which restricts them from viewing any documentation outside of their assigned scope.
Fore more information, view the Documentation Scope topic.
To add a reader account
- In Settings, click Site Access.
- Click Add new reader.
- Enter a valid email.
- If desired, assign the account to any reader groups.
- If desired, assign an access scope.
- Click Add.
Once a reader is added, they will receive an email verification link and a temporary password. Once the email is verified, the reader can login to your knowledge base and view articles.
Bulk Reader Import
If you need to add a large number of readers at one time, you don’t have to add them one by one. Instead, you can import readers by uploading a CSV that matches this template.
You can also download the template here:
To bulk import readers
- Open the Import Readers menu.
- Upload or drag and drop your CSV file.
- Click Import.