When creating and editing a knowledge entry, Analysts can assign it a knowledge status. You can restrict the statuses that an Analyst with this Knowledge Management Security role can set or update for an entry.
Before you start
You must have Security Roles setup selected in the Admin tab of your own General Access security role before you can assign or remove permissions for any security roles.
-
Display the Knowledge Management Security Role details window, if it is not already on screen.
Select the Menu button
, then Admin, then select System Administration. The System Administration window appears.
In the Explorer pane, expand Security Roles, then select Knowledge Management. All existing Knowledge Management security roles are displayed.
The pre-defined role All typically has all role options selected. However, some of the options are not selected by default and you should explore the permissions set before assigning the role.
If you want to create a role, select
and assign the role a name in the Role Name field. To view or update a role, select the role in the browse table and select 
. - Select the Statuses tab
. - Choose the settings you wish to assign to the security role:
- Status Security is deselected by default and the role has access to all statuses. Select the option to specify particular statuses and the access you want to give.
- To enable Analysts with the role to work with knowledge entries of a particular status, select the status in the Select Status table.
- Select
. - Tick the Own box to allow Analysts assign this status to their own knowledge entries.
- To remove a status from the role, select it in the Selected Status List table, and select
. - Select
to save the changes and close the window. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.
