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How to enable Knowledge base portal security

We at Document360 understand the importance of data security. With our robust system of data safeguards, we allow you to focus on the data rather than on its security. Share access to the knowledge base portal to your team, and they can view and manage the content of a knowledge base as per their roles and access.


๐€ ๐ญ๐ž๐š๐ฆ ๐š๐œ๐œ๐จ๐ฎ๐ง๐ญ ๐ข๐ง ๐ƒ๐จ๐œ๐ฎ๐ฆ๐ž๐ง๐ญ๐Ÿ‘๐Ÿ”๐ŸŽ:

  • Can be a regular team account or SSO (Single Sign-On) team account
  • Can be assigned a portal role, content role, and content access
  • Can access the Knowledge base portal and site as per their assigned roles and access
  • Can be associated with one or more team account groups


๐Š๐ง๐จ๐ฐ๐ฅ๐ž๐๐ ๐ž ๐›๐š๐ฌ๐ž ๐ฉ๐จ๐ซ๐ญ๐š๐ฅ ๐ซ๐จ๐ฅ๐ž๐ฌ:

When a new member is added to a Document360 project, theyโ€™ll be assigned the roles that contain a specific permission set that determines what they can and cannot access, edit, or configure in the project.

There are 2 types of roles: Portal role and Content role.

๐๐จ๐ซ๐ญ๐š๐ฅ ๐ซ๐จ๐ฅ๐ž defines the permission for activities a team account or group can perform in the knowledge base portal.

๐‚๐จ๐ง๐ญ๐ž๐ง๐ญ ๐ซ๐จ๐ฅ๐ž defines the permission for knowledge base content a team account or group can perform in the knowledge base portal.

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