This document explains how to add a user to your KB and grant them permissions consistent with your workflow. In the spirit of Best Practices, KB Admins control permissions to their KB Site. However, please be mindful that any user with the Users permission enabled may make changes to User permissions.
Fill in the following fields, an asterisk denotes that the field is required:
|Check this box:||To grant access to:|
|The internal KnowledgeBase|
|Create, edit, and review Drafts and Active Docs owned by the user.|
|Create, edit, and review Drafts and Active Docs owned by any member of the group.|
|Allow the user to post News items.|
|Allow the user to create, edit, and delete Topics.|
|Allow the user access to most of the site administration functions. Access to this site is generally limited to only a few people per site.|
|Allow the user to add, delete, alter permissions for New users as well as existing users.|
|Allow the user to add, delete, alter Assessment Modules.|
|Allows the user access to info specifying which documents are being viewed on each site.|
|Allows user permission to activate and deactivate documents on your site.|
|Allows user permission to test beta features on documents on your site. Please refer to KB Users Guide - Users Tab - Tester Role for more information.|
Desired Access: Check These Boxes: To grant a user read only access to an internal KB (user can read docs on the KB but cannot create or edit documents). Check Active and iKB.
Do NOT check oDocs or gDocs.
To grant a user permission to create and edit only documents they own: Check oDoc
(as well as Active and iKB (for internal sites))
To grant a user permission to create and edit documents owned by anyone in the group: Check gDoc
(as well as Active and iKB, and probably oDoc)
To grant a user permission to access the Topics, News, SitePref, Users, Asst, or Stats tabs: Check the corresponding checkbox.
NOTE: Managers like to review stats, so be sure to give them access to this page.
To grant a user permission to publish documents (make documents active on either internal or external KB sites): Check Publish To grant a user permission to test beta features on your KB Site (Please refer to KB Users Guide - Users Tab - Tester Role for more information) : Check Tester To be considered a KB Administrator Check all available permissions
(Active, iKB, ... Publish)
- Click on Add User button.
If you begin to add a user who already belongs to another KB subsite, all their information will auto-fill. A line of text identifying what that user's current default group is will appear next to the NetID field, which will read
FirstName LastName's default group space: KB Subsite Name.
KB Admins will easily determine the other KB group in which their new user exists. The KB Admin can then contact that Group, should the user need to be removed (e.g. if the default group list a a department where the new user had worked with in the past). Or, KB Admin(s) may ask their new user to update their own Default KB space.