Setting Firm Knowledge Base Permissions (Admin)

In this article:

• Assigning Permissions When Adding a Topic
• Setting Permissions in Users & Permissions

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:

1. In Actionstep, go to More > Knowledge Base > Admin.
2. Click Add Root Topic.
   The Add Topic page appears.
3. Complete the fields as described in Adding Topics to a Firm Knowledge Base.
4. In the Permissions section, select the system roles that can access this topic.
   
5. 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:

1. In Actionstep, go to Admin > Users & permissions. The Users & Permissions page appears.
2. Click Data Permissions on the right side of the page. The Permissions page appears.
3. Click the System Role drop-down list and choose the role you want to grant or revoke access for.
4. Click the System Object drop-down list and choose Knowledge Base Topics.
   
5. In the list of topics, select or clear the checkmark next to each topic you want to enable or disable for the system role.
   
6. Click Save to save your changes. 

Part 2: To assign menu permissions

1. Go to Admin > Users & permissions. The Users & Permissions page appears.
2. Click Menu permissions on the right side of the page. The Menu Permissions page appears.
3. In the Menu Name column, find and click Actionstep_Main_Menu. (You can click the column heading to sort the list alphabetically.)
   
4. For each system role that should have access to the knowledge base, select the checkbox in the Intranet column.
   
5. Click Save. You are returned to the Menus list.
6. In the Menu Name column, click Actionstep_Intranet_Menu. 
7. Make sure the checkbox for Contents, Search, and _Spacer_ are selected for the system roles. (The other options are optional.)
   
8. Click Save to save your changes. 

Related Articles:

• About the Firm Knowledge Base
• Adding Topics to a Firm Knowledge Base
• Updating Your Firm's Knowledge Base Landing Page
• Adding Documents to a Firm Knowledge Base
• Adding Web Links to a Firm Knowledge Base
• Sharing Knowledge Base Content Between Actionstep Systems