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Sharing

Manage Permissions

Set sharing permissions for your knowledge base effectively.

TL;DR

1
Open Sharing
Hover over your knowledge base, click the three dots, select Share, then Invite
2
Recognize overrides
Individual access overrides workspace access rules.
3
Review permissions
Check sharing permissions to confirm settings.

Let's Do It Together!

Step 1: Access Sharing Permissions

  1. Hover over your knowledge base to manage sharing permissions.

  2. Click the three dots, select Share, then click the Invite tab.

You are now in the sharing permissions settings.

Snapshot

Step 2: Understand Access Levels

  1. Learn about the two main levels of access: Individual Access and Workspace Access.

  2. Individual Access sets access levels for specific email addresses.

  3. Workspace Access sets default permissions for all admins and members in your workspace.

NOTE: Individual Access always overrides Workspace Access.
Snapshot

Step 3: Override Rules

  1. If a person has both Workspace Access and Individual Access, the Individual Access will override.

  2. For example, if a member has Writer access by default but you've also given them Full access individually, they'll have Full access.

Step 4: Check Workspace Access

  1. Click the Workspace button in the left side panel at the top, then select Invite Members.

  2. Check that the example user has member level access to the workspace.

Snapshot

Step 5: Review Sharing Permissions

  1. Click the Back button at the top and access Sharing via the Knowledge base.

  2. Here, observe that members are set to have Writer access, but individual access takes precedence.

Snapshot

FAQ

What is the difference between normal access and workspace access?
There are two main levels of access: - Individual Access: Sets permissions for specific email addresses. - Workspace Access: Sets default permissions for all admins and members in your workspace. NOTE: Individual Access always overrides Workspace Access.
How can I view a list of all the workspace members?
Click the Workspace button in the top left corner of the page, then select Invite Members. Here you’ll see a list of all your members.
How can I check if Individual Access is overriding Workspace Access for members?
Check the member list to see if the user is an admin or member, then open the knowledge base sharing settings and expand the Workspace Access dropdown. Compare their Individual Access with the Workspace Access to confirm if the Individual Access is overriding it. NOTE: Individual Access always overrides Workspace Access.

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