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Define Knowledge Management Privileges

You can define the areas of Knowledge Management you want to be available for this role.

Note: Not all of the Knowledge Management privilege options are available for the Customer and Employee roles. For access to all of the options, you must select the Analyst web user interface type on the Web Interface tab and save the role definition.

  1. Select the Knowledge Management tab on the Create Role or Role Update page.

    The Knowledge Management fields appear.

  2. Fill in the following fields as appropriate:
    Open Issue/Request

    Allows the role to open an issue and request.

    Open Issue/Request based on Document

    Allows the role to open an issue and request based on a Knowledge Document.

    Bypass Approval Process

    Allows the role to bypass the knowledge approval process.

    Change Approval Process Template

    Allows the role to change the approval process template.

    Add, Edit, Copy and Paste Categories

    Allows the role to manage Knowledge Categories.

    Delete Multiple Categories and Documents

    Allows the role to delete parents and child categories and documents.

    Delete Category

    Allows the role to delete a Knowledge Category.

    Create Document

    Allows the role to Create a Knowledge Document.

    Create Document with Attachments

    Allows the role to create a document with attachments.

    Note: If this option is disabled, the Attach File and Attach File from Library buttons do not appear for that role.

    Delete Knowledge

    Allows the role to delete knowledge documents, forums and files.

    View Forum

    Allows the role to view forums.

    Create Forum

    Allows the role to create a forum.

    Reply Forum

    Allows the role to reply to a forum.

    Edit Forum

    Allows the role to edit a forum.

    View File

    Allows the role to view files.

    Edit File

    Allows the role to edit files.

    View External Repository

    Allows the role to view the external repository.

    View Related Tickets

    Allows the role to view related support tickets.

    Add Bookmark

    Allows the role to add bookmark to My Bookmarks.

    Use Preferences

    Allows the role to use preferences.

    Allow Export

    Allows the role to export knowledge packages.

    Allow Import

    Allows the role to import knowledge packages.