Creating and Managing Team Accounts in Knowledge Base

Document360 knowledge base helps you handle your team well when working on Knowledge base, no matter if you lead a small group or a big company. With this Team management feature, you can invite and manage new team members, administer permissions and roles, and determine the kind of content they can access.

When working on a knowledge base, we need to ensure the efficient team management by giving the right people have the appropriate access and responsibilities, see how you can achieve it through Document360.

Steps Covered in the Video:

Inviting and Managing New Team Members:

1. Navigate to the knowledge base portal settings under users and security.
2. Click Create and select Team Account.
3. Enter email addresses (up to 5 simultaneously), assign portal roles, and grant content access.
4. Use the import function for adding more than 5 users.

Creating and Managing Team Account Groups:

1. Create groups with common portal and content roles.
2. Assign team members to groups for efficient management.
3. Use the content access section to regulate access across projects, workspaces, and languages.

Administering Permissions and Roles:

1. Define portal roles and content roles for team members.
2. Create custom roles to align with business needs.
3. Assign and manage permissions at a granular level for each team member.

To read more about this feature, here is an elaborate guide for you to refer to: Managing team account