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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Knowledge Management guide for users

After knowledge bases are set up, you can start searching and creating articles.

Requirements

Role required: All users can read knowledge articles. Users with the knowledge or any other fulfiller role, such as sn_customerservice_agent, can create and edit knowledge articles in a knowledge base, unless the knowledge manager has restricted access to the knowledge base or knowledge articles.

If you need these permissions, contact the knowledge manager or knowledge administrator for the knowledge base.

What to do

Next steps

After articles are created, you can perform the following tasks to make sure that articles are organized in the right knowledge bases and retired when appropriate. If existing knowledge bases do not fit your needs, you can request a new knowledge base.

Parent Topic:Using Knowledge Management