Limit knowledge base access to internal users

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Limit access to the information in a knowledge base to internal users.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    The articles in a knowledge base are available to both internal users, such as customer service agents, and to external users (customers and partners). If the articles in a knowledge base are intended for internal users only, the system administrator can restrict access by customizing the knowledge base form.

    Prozedur

    1. Navigate to All > Knowledge > Administration > Knowledge Bases.
    2. Click the desired knowledge base.
    3. Right-click the form header and select Configure > Related Lists.
    4. Select Cannot Contribute from the Available column and move it to the Selected column.
    5. Click Save.
    6. On the selected knowledge base form, click the Cannot Contribute related list.
    7. Click Edit.
    8. Click All Customer Contacts in the left column and move it to the right column.
    9. Click Save.