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Create Custom Roles or Manage Role to Control Actions in Knowledge Base

Create custom roles, define their scope of access and usage at a granular level. There are two categories of account in Document 360.

  • Teams Account
  • Reader Account

You can assign the Owner, Administrator, Editor, and Draft Writer role in the team accounts. Reader accounts are end-users who must first log in to a private knowledge base to view articles. If the built-in roles don’t meet the specific needs of your organization, you can create your own custom roles.

 Just like built-in roles, you can assign custom roles to your team. Below are the steps to creating a new role

  • Navigate to Settings and then click Team Management.
  • Select the Roles tab.
  • In the roles table, click Add new role.
  • Give the new role a unique, practical name and description. 
  • Configure the role’s permission set.
  • Click Add.
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