KB Fine Grained Access for Knowledge Agents
KB Fine Grained Access allows Knowledge Managers to control the viewing and edit access of Knowledge Agents to files and folders.
Important Warning:
Changing Console Access on a folder will cascade those permissions to all child folders and files. DO NOT make any changes to folder permissions without considering child content first.
Note on Roles:
Enabling KB Fine Grained Access required the creation of a new role in the Capacity platform: the Knowledge Agent. Previously, the only KB-specific user role was the Knowledge Manager, who was and is still able to view and edit all KBs. The Knowledge Agent, on the other hand, can be limited as described below. So, existing organizations relying exclusively on Knowledge Manager roles will need to downgrade users to Knowledge Agents before the following controls will apply.
How it works
To start, click the eye icon when in the KB. Use this to open the access control modal, which lets users specify to which folders and files teams, concierges, and/or content groups should have access.
Console Access Tab
The "Console Access" tab allows users to select a team and limit access in the Web Console for users of that team. Options include:
- No access - The users in the team will not be able to see the file or folder in the Console, unless it's a parent folder of a folder to which the user does have access
- Can View - The users in the team can view the file or folder
- Can Edit - The users in the team can edit (and view) the content of the file and folder
Note on the Copilots Team:
By default, all new users created by organizations are added to the Copilots team. Copilots have default access to every new KB. So, in order to leverage KB access control, you'll want to either create a new KB that does not give the Copilots team full access, or remove full access to the KB at the root level.
Concierge Access Tab
The "Concierge Access" tab works as it has in the past. In this view, Admins and Knowledge Managers can limit KB content to specific Content Groups and Concierge Groups, with simple checkboxes.