Create user criteria for controlling access to knowledge bases and articles
Control access to knowledge bases and articles by creating user criteria.
Before you begin
Role required: user_criteria_admin
Note: To create a user criteria record from the Knowledge module, you must have the user_criteria_admin role in addition to the knowledge role. For more information about access, see Managing access to knowledge bases and knowledge articles.
Procedure
Navigate to All > Knowledge > Administration > User Criteria.
Click New.
On the User Criteria form, fill in the fields.
| Field | Description |
|---|---|
| Name | Unique name of the user criteria. |
| Users | Users that must match the user criteria. |
| Groups | Groups that must match the user criteria. |
| Roles | Roles to match the user criteria. Note:
|
| Advanced | Option to display or hide the advanced option that includes the Script field on the User Criteria form. |
| Script | Script to define any additional user criteria that returns true or false. This field is available when the Advanced option is selected on the User Criteria form. Note:
|
| Active | Option to activate or deactivate the user criteria. |
| Companies | Companies that the user record must match. |
| Locations | Locations that the user record must match. |
| Departments | Departments that the user record must match. |
| Match All | Option to determine whether all elements from each populated user criteria field must match. If selected, only users who match all user criteria are given access. If cleared, the user must meet one or more of the set user criteria to be given access. By default, this check box is cleared so that any condition met provides a match. For example, consider a user criteria record for the following:
If Match All isn’t selected, users meeting any of these conditions are matched. For example, a user with a location B. Note: If you select Match All, ensure that you don't create contradictory conditions that can never be met. For example, if all users in location A work for company G, the conditions in this example can never be met. |
- Click Submit.
Parent Topic:Managing access to knowledge bases and knowledge articles
Related topics
Control access at the knowledge base level through user criteria
Control access at the knowledge article level through user criteria