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Guide 用户权限包括:
- 查看权限:查看帮助中心知识库的内容。查看权限包括内部和外部用户。
- 在帮助中心知识库中创建、编辑和发布内容的管理权限 。管理权限仅包括内部用户。
用户权限是根据 用户区段定义的。您可以将用户区段应用到文章以定义用户查看权限。您还可以使用用户区段建立管理权限,然后将其应用到文章以定义专员的编辑和发布权限。
建立和应用权限的流程包括以下步骤:
第 1 步:开始构建内容库、用户区段
用户区段是用户权限的构建基块。用户区段是由一组特定属性定义的一组专员和终端用户。在建立或设置用户权限之前,您需要确保已创建必要的用户区段来定义您的用户分组。
默认有两个内置用户区段:
- 已登录用户,包括已登录帮助中心的用户
- 专员和管理者:所有专员和 Guide 管理员
您可以创建自定义用户区段以进一步细化这些用户组,如下所示:
- 已登录用户,基于在管理中心中创建的工单标签和组织
- 员工(专员和管理员),基于在管理中心中创建的工单标签和组
要创建用户区段,请参阅 创建用户区段。
第 2 步:构建编辑和发布的管理权限
用户权限包括内容查看权限和管理权限。您无需建立查看权限(您可以将最多 10 个用户区段直接应用到一篇文章以设置该文章的查看权限),因此您可以跳过此查看权限步骤。您必须建立管理权限来定义专员的编辑和发布权限,然后将其应用于文章,以设置该文章的专员管理权限。
除了现有的预定义管理权限之外,您还可以激活预定义的编辑者和发布者权限(仅限 Enterprise):
- 管理员:默认处于活跃状态,仅授予 Guide 管理员编辑和发布权限。
- 编辑者和发布者 (需要 Enterprise)授予所有专员和管理员编辑权限,但仅授予 Guide 管理员发布权限。
您可以根据用户区段创建管理权限。在 Professional 中,编辑和发布权限一起分配给专员的某个用户区段。在 Enterprise 中,编辑和发布权限是相互独立的,因而可分配给不同的用户区段。
要创建管理权限,请参阅 创建管理权限以定义专员编辑和发布权限。
第 3 步:用户权限应用到文章
您可以在文章级别应用用户权限。权限无法应用于类别或组别。
- 查看权限:可最多应用到一篇文章的 10 个用户区段,以设置该文章的查看权限。要应用查看权限,请参阅 设置带有用户区段的文章的查看权限。
- 管理权限 您应用管理权限来定义专员的编辑和发布权限,然后将其应用于文章,以设置该文章的专员管理权限。要应用管理权限,请参阅 设置专员对知识库文章的编辑和发布权限。
9 条评论
Randy Manthey
How would you segment your help center content creators by brand.
0
Christine
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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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
0
Christine
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.
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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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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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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?
1
Alina
Hi there,
One of the publishers/editors doesn't have the Revisions section available. How can we grant permissions to see the revisions? Thanks.
0
Antonio Lozano
Hi Team ,
Our Organization needs to set different user permissions in Guide for :
Any advice on how to set this configuration please?
Thanks very much
0
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