In this article:
When you add content to your firm's knowledge base, there are two ways you can specify who can see the content:
- Assign the permission when adding the topic.
- Assign permissions in Admin > Users & Permissions. (When you create a topic in your knowledge base, Actionstep creates a correlating new system object for it.)
Assigning Permissions When Adding a Topic
When you create a topic for your knowledge base, you can designate which system roles have permission to view the related content.
To do this:
- In Actionstep, go to More > Knowledge Base > Admin.
- Click Add Root Topic.
The Add Topic page appears.
- Complete the fields as described in Adding Topics to a Firm Knowledge Base.
- In the Permissions section, select the system roles that can access this topic.
- Click Submit to save your changes.
Setting Permissions in Users & Permissions
You can set permissions in the Admin > Users & Permissions section of Actionstep. To assign permissions here, topics in your knowledge base need to already be created. (See Adding Topics to a Firm Knowledge Base for help.)
There are two parts to setting topic permissions:
- Part 1: Assigning data permissions
- Part 2: Assigning menu permissions
Part 1: To assign data permissions:
- In Actionstep, go to Admin > Users & permissions. The Users & Permissions page appears.
- Click Data Permissions on the right side of the page. The Permissions page appears.
- Click the System Role drop-down list and choose the role you want to grant or revoke access for.
- Click the System Object drop-down list and choose Knowledge Base Topics.
- In the list of topics, select or clear the checkmark next to each topic you want to enable or disable for the system role.
- Click Save to save your changes.
Part 2: To assign menu permissions
- Go to Admin > Users & permissions. The Users & Permissions page appears.
- Click Menu permissions on the right side of the page. The Menu Permissions page appears.
- In the Menu Name column, find and click Actionstep_Main_Menu. (You can click the column heading to sort the list alphabetically.)
- For each system role that should have access to the knowledge base, select the checkbox in the Intranet column.
- Click Save. You are returned to the Menus list.
- In the Menu Name column, click Actionstep_Intranet_Menu.
- Make sure the checkbox for Contents, Search, and _Spacer_ are selected for the system roles. (The other options are optional.)
- Click Save to save your changes.
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