Understanding Guide user permissions for knowledge base access

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8 Comments

  • antonio.lozano

    Hi Team , 

    Our Organization needs to set different user permissions in Guide   for :

    • Forms ( It will only be available for  employees) 
    • Knowledge base ( it will be available for external customers + employees. 

    Any advice on how to set this configuration please? 

    Thanks very much

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  • Alina Cautis

    Hi there, 

    One of the publishers/editors doesn't have the Revisions section available. How can we grant permissions to see the revisions? Thanks.

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  • Silas Johnson

    Is it possible to make categories and sections visible only to agents and admins? Is it only articles? I want to have full categories in our KB only available to staff. Is this possible?

     

    2
  • Danny Cohen

    +1 to Silas Johnson. We need to have the ability to let guide editors access to update categories & sections. Not just admins. 

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  • William Grote

    I am trying to delete Publishers and editors but it says 'in -use' even though no articles are assigned this group - I have an identical group called Documentation Team I wish to use in its place

    Also, another test role I created will not delete, how can I delete roles?

     

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  • Christine Felicia
    Zendesk Engineering
    Hi William,

    You can only delete a role if no agents are assigned to it. If agents are assigned to the role, you must remove them before you can delete it.

     

    1. In Admin Center, click the People icon () in the sidebar, then select Team > Roles.
    2. Locate the role you want to delete, click the option menu icon (), and select Delete.
    3. Click Delete role to confirm deletion.
     

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  • William Grote

    This is not an option, since im trying to edit the Management Permission roles for the User Segments that have Guide permissions -

    I have a duplicate Management Permission User Segment called  Admin(need to delete this) as well as the "editors and published" but these are both locked, can't seem to change them or delete them


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  • Christine Felicia
    Zendesk Engineering
    Hi William,

    If the user segment is currently applied to a topic, then you cannot delete it. You can edit the article or topic where the user segment is applied to change the user segment, see Setting view permissions on articles with user segments and Restricting access to community content.

    Once you have confirmed that this is still not the case for you, kindly raise a ticket with us directly and we'll be glad to investigate from there. See Contacting Zendesk Customer Support. Thank you!
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