Manage Reader Access and Permissions in Knowledge base

If you’re managing a private or mixed knowledge base, you’ll have to find out the best way to handle reading access and other permissions. With Document360, you can easily invite new readers and set their level of access by adding crucial content security that ensures that unauthorized hands stay off your content. You have all the necessary features at your disposal to help you keep a tight lid on your Knowledge Base with detailed access control.

Here are the steps to Manage Reader Access in Document360

1. Go to ‘Users and Security’ in the knowledge base site settings.
2. Click ‘Create,’ select ‘New Reader,’ input email IDs, set content access, assign groups, and click ‘Create Reader Account.’
3. Click ‘Create,’ select ‘Import Readers,’ download the CSV template, input email IDs and names, upload, and validate.
4. Click on a reader’s name to edit information such as last activity date, account creation date, groups, and content access.
5. Create a group and set an access level before adding readers and clicking ‘Create Reader Group.’
6. Toggle Allow Self Registration and set custom groups; allowed blocked by domain. Create allow/block rules.
7. Use the tree view to configure access at the project, workspace even language level. Manage inheritance and restrictions.
8. Add allow/block rules for specific IP address ranges or line IPs, and then make some rules based on your current IP.

To read more about this feature, here is a guide for you to refer to: Manage Readers