Access Control

Access control lets you set granular permissions on your Knowledge Base. You can control which roles can view, edit, or manage specific sections, ensuring team members only see content relevant to their responsibilities.

How Access Control Works

Access is managed at the section level. Each section can have different access levels for different roles. Access levels are hierarchical:

1. Read -- Can view the section content but cannot make changes
2. Edit -- Can view and modify the section content
3. Delete/Admin -- Full control including the ability to delete the section

Setting Access Permissions

1. Open your Knowledge Base and click 'Manage Access' in the left sidebar.
2. The KB enters 'access mode' where you can select sections.
3. Check the sections you want to set permissions for.
4. A floating action bar appears at the bottom. Click 'Set Access'.
5. In the access modal, choose the access level (Read, Edit, or Admin) and select which roles should receive this access.
6. Click 'Apply' to save the permissions.

View As Feature

The 'View As' feature lets admins preview the Knowledge Base as it would appear to a specific role. This is useful for verifying that access permissions are set correctly before sharing the KB with your team.

1. Look for the 'View As' dropdown near the top of the KB content area.
2. Select a role from the dropdown.
3. The KB will reload showing only the sections that role can access.
4. Click 'Exit View As' or select your own role to return to your normal view.