Knowledge Management Security Roles

You can use the Knowledge Management Security role to assign and restrict permissions for viewing, creating and editing knowledge entries within the Knowledge Bank.

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.

  1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed . In the Explorer pane, locate the System group , scrolling up or down if necessary. You may need to expand the group to see the options within it.

  2. Expand the Security Roles group in the Explorer pane , scrolling up if necessary.
  3. Select Knowledge Management from the list. A browse table displays all of the existing Knowledge Management roles.
  4. 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.

  5. 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 .
  6. The permissions for Knowledge Management security roles are available on several tabs. Select the appropriate one for your needs:

Options

contains security permissions relating to knowledge entries within the Knowledge Bank including viewing, searching and editing entries

Content Access

contains security permissions for knowledge profiles.

Content Access is enabled by selecting Search in the Options tab

Statuses

contains security permissions relating to knowledge statuses.

Statuses is enabled by selecting Author in the Options tab