Cube Yogi
Cube Yogi
Leader in Zoho Solutions/Consultation

USER GUIDE

KB  article  PERMISSION

in  Zoho DesK

Here is our approach for making Knowledge Base Articles visible to specific customers in Zoho Desk

Approach

We can make an article visible for specific customers by creating a new "User Group" to add some specific customers into that newly created "User Group" and changing the KB section visibility to newly created "User Group"

1. Managing user group

Limitation: 
  •  We can associate about 2000 users' to one User Group
  • We can add the User's who are registered on the Help Center
  •  We can add a User to multiple User Groups

1.1 Go to "Setup" ---> Select "Help Center" from "Channels"

1.2 Tap on "User Groups"

1.3 Tap on the button "Add Group"

1.4 Give a name for newly creating group

1.5 Tap on "Add Users"

1.6 Select the user to add in the group and tap on "Add " button

1.7 Users are added successfully into the group

2. Managing the visibility of the KB section 

2.1 Tap on "Manage" from KB page

2.2 Select "Organize"

2.3 Tap on "Edit" from the section which you are using in the portal

2.4 Select "Groups" from "Visibility"

2.5 Tap on the button "Continue"

2.6 Select the "Newly created Group" and tap on "Add" button

2.7 Tap on "Update" button to save the changes you made

3. Managing Article permission

3.1 Select the Article which you want to change its visibility

3.2 Tap on "Category"

3.3 Choose "Department" from "Category" which you added "Account" group as its visibility