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Setting Guide roles and permissions


Adding an individual user to a user segment in Guide

What's my plan? When you set access to help center content, you define user segments to specify the users who are ...

Edited Jun 21, 2024

1 vote  ·  0 comments

1

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0

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Understanding Guide user permissions for knowledge base access

What's my plan? Guide user permissions include: View permissions for viewing content in the help center knowledge...

Edited Jun 21, 2024

6 votes  ·  9 comments

6

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9

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Setting agent editing and publishing permissions on knowledge base articles

What's my plan? Management permissions define editing and publishing rights for a user segment of agents. Y...

Edited Jul 12, 2024

7 votes  ·  8 comments

7

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8

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Creating management permissions to define agent editing and publishing rights

What's my plan? Note: On Suite Growth and Professional or Guide Professional, edit and publish permissions are as...

Edited Aug 12, 2024

13 votes  ·  6 comments

13

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6

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Creating user segments for Guide user permissions

What's my plan? A user segment is a collection of end users and agents, defined by a specific set of attrib...

Edited Feb 07, 2025

14 votes  ·  48 comments

14

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48

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Setting view permissions on articles with user segments

What's my plan? Note: Article view permissions are limited on Suite Team. You can allow all users to ...

Edited Aug 12, 2024

16 votes  ·  43 comments

16

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43

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Managing user segments

What's my plan? A user segment is a collection of end users and/or agents, defined by a specific set of att...

Edited Nov 13, 2024

2 votes  ·  21 comments

2

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21

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Understanding Guide roles and privileges

What's my plan? Support agents have Guide agent privileges by default. Support admins have Guide admin privileges. Y...

Edited Jul 02, 2024

23 votes  ·  9 comments

23

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9

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Changing an agent's role to grant Guide admin privileges

What's my plan? Support agents have Guide agent privileges by default, see Understanding Guide roles and privileges. ...

Edited Jun 21, 2024

4 votes  ·  2 comments

4

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2

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