Creating management permissions to define agent editing and publishing rights

Guide Professional or Enterprise








Note: On Suite Growth and Professional or Guide Professional, edit and publish permissions are
assigned together to a user segment of agents. On Enterprise plans, editing and publishing
permissions are assigned separately, so that they can be assigned to different user
segments.

Management permissions define editing and publishing permissions for agents. You apply
management permissions to an article to determine agent editing and publishing access for that
article.
There is one pre-defined management permission, plus a pre-defined editor and publisher
permission that can be activated if you are on an Enterprise plan:

Admins is active by default and gives only Knowledge admins edit and publish
permission.

Editors and publishers (Enterprise plans only), gives all agents and admins edit
permission, but gives only Knowledge admins publish permission.


Depending on your account, you might also have an Agents and managers management
permission pre-generated for you. You can create custom management permissions as needed, up
to 200.
This article covers the following topics:
Creating management permissions for
agents
Understanding agent privileges by user
management permissions




Creating management permissions for agents

Management permissions include editing and publishing permissions. You can grant management
permissions to any agents, including light agents, so that they can participate in the
article creation and management process.
To build management permissions, you choose a user segment. See Creating user segments to give those agents editing and publishing
permissions. You then apply that management permission to the appropriate articles. You must
be a Knowledge admin to create management permissions.

To create management permissions
In Knowledge admin, click User permissions
( ) in the sidebar.
Click Management permissions.
Click Add new.
Enter a name for this management permission.
In Permissions, select one or more existing user segments of agents or click
Add new user segment to create a new user segment. The first five Staff user
segments appear by default. If you do not see your user segment, start typing in the
permissions box, and matching user segments will appear.


On Suite Growth and Professional or Guide Professional, you assign edit and
publish permissions together to a user segment of agents. Agents with edit
and publish permissions can view, create, and update articles, as well as submit
for review, publish, unpublish, and archive articles, where this management
permission is applied. See the complete list of agent privileges.


On Enterprise plans, you assign edit permissions and publish permissions
separately to the same or different user segments of agents. Agents with
edit permissions can view, create, and update articles, as well as submit articles
for review where this management permission is applied. Agents with publish
permissions have edit permissions, plus they can publish, unpublish, and archive
articles. See the complete list of agent privileges.



Click Create.


After you create management permissions, you can apply it to an article to determine agent
editing and publishing access for that article. You can apply management permissions to
an existing article or a new article.
Knowledge admins can apply any management permissions to an article, while agents can apply
only the management permissions they belong to.



Understanding agent privileges by user management permissions

Management permissions include editing and publishing permissions.


Note: Remember, on Suite Growth and Professional or Guide Professional, edit and publish
permissions are assigned together and give agents one set of management privileges for
knowledge base articles. On Enterprise plans, editing and publishing permissions are
assigned separately and give agents separate edit and publish privileges knowledge base
articles.

The following table includes the complete list of agent privileges granted by edit and
publish permissions for each plan. An x mark (x) indictes which plans include the privilege.
Guide Legacy customers should refer to the Guide Professional column.












Privilege
Suite Team

Suite Growth and Professional
Guide Professional


Suite Enterprise and Enterprise
Plus
Guide Enterprise






Edit and publish permissions
Edit and publish permissions
Edit permissions

Publish permissions






New unpublished article
Existing published article



Update title
x
x
x
x
x


Update section
x
x
x

x


Update labels

x
x

x


Update body
x
x
x
x
x


Update author
x
x
x

x


Add inline attachments
x
x
x
x
x


Remove inline attachments
x
x
x
x
x


Add translation
x
x
x
x
x


Delete translation
x
x
x

x


Set source translation
x
x
x

x


Flag translation
x
x
x
x
x


Add block attachment
x
x
x

x


Remove block attachment
x
x
x

x


Preview / Show in help center
x
x
x
x
x


Set management permissions
x
x
x

x


Set view permissions
x
x
x

x


Promote article
x
x
x

x


Open for comments
x
x
x

x


View revisions

x
x
x
x


Restore revision

x
x
x
x


Apply template


x

x


Preview
x
x
x
x
x


Create article
x
x
x
x
x


Submit for review


x
x
x


Assign


x
x
x


Approve




x


Publish
x
x


x


Schedule publishing




x


Unpublish
x
x


x


Archive article
x
x
x

x


Restore article
Admins only


Delete article
Admins only


View history
Admins only