How can I limit access to articles, categories or sections?

Question

Can I restrict access to articles, categories or sections in my help center?

Answer

Yes. It is possible to restrict access to specific articles, categories or sections. Article settings and more specifically Viewing permissions control the access to categories and sections above. 

Open the article editor page, then go to Article settings > Placement. Under Viewing permissions, select Visible to everyone or Only visible to the selected user segments, then choose who can see the article:

• Signed-in users
• Agents and admins
• Up to 10 custom user segments

You can also control access in these following ways:

• To restrict content to a specific group of end users, create user segments and apply them to each article. To create internal articles for your agents and admins, apply the Agents and admins visibility to your articles.
• To restrict an entire section or category at once, restrict all the articles in that section in bulk.

• To restrict access to your entire help center, see Restricting help center access to signed-in end users.

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  Can I restrict access to articles, categories or sections in my help center? Can I limit access to help articles? Can I lock down sections or categories?

  Yes. You can restrict access to specific articles, categories or sections in your Guide or knowledge base by using the Viewing permissions article settings. Articles control access and visibility to categories and sections above them.

  How do I restrict access to articles, categories or sections? How do I set viewing permissions for help articles? How do I limit article visibility?

  1. Open the article editor page.
  2. Go to Article settings > Placement.
  3. Under Viewing permissions, select Visible to everyone or Only visible to the selected user segments.
  4. Choose who can see the article: Signed-in users, Agents and admins, or Up to 10 custom user segments.

  How do I restrict content to a specific group of end users or customers? How do I create internal articles for my team members or support persons?

  Create user segments and apply them to each article to restrict content to a specific group of end users or clients. Apply the Agents and admins visibility to your articles to create internal articles for your team members and support persons.

  How do I restrict an entire section or category at once? How do I bulk restrict help articles?

  Restrict the Viewing permissions of article settings in a section in bulk to restrict an entire section or category at once.

  What are the viewing permission options for help articles? Who can see restricted articles? What are the hard limits for user segment permissions?

  Article Viewing permissions control the access to categories and sections above. You can choose to make articles visible to everyone or only visible to the selected user segments. The supported options include signed-in users, agents and admins, or a hard limit of up to 10 custom user segments.