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How to Manage Role Privileges and Document Visibility

You can set up Knowledge Management security permissions by managing role privileges for users in your environment. These permissions let you establish what users can access when they want to view or create knowledge, and how users are authenticated when they log in to the system.

You can manage role privileges and document visibility for Knowledge Management by doing the following:

  1. From the Administration tab, select Security and Role Management, Role Management, Role List.

    The Role List page appears.

  2. Select the role you want such as Knowledge Manager.

    The Role Detail and Update Role pages display the following tabs:

    Knowledge Management

    Specifies the Knowledge Management privileges for the role.

    KT Document Visibility

    Specifies which document statuses the role is allowed to view, such as draft, retired, and published.

  3. Complete the tab pages and save changes.

    Security and role privileges are defined.

Note: For more information about setting up security and defining roles, see the Online Help.