Knowledge Centers (KCs) are containers for folders and their files. Setting the security of a KC allows you to define security for all the folders and files inside of it. KC security is derived from two different security properties: security rules that define specific security attributes and permission levels for specifying what groups and users have access.
If the KC has a parent Community, it and its content inherit the Community's security. If the Community and KC security conflict, the Community's security takes precedence.
KC security rules define certain aspects of their access control. When creating a KC in /designer or using the Create KC smart service there are preset security levels available for different combinations of the rules:
Medium is the most commonly used preset, and in the Appian Designer environment all KCs are created with the Medium security level setting.
The rules and combinations for the preset security levels are described in the table below.
|Only users in the rolemap of the KC can access the KC and its contents||Yes||Yes||No|
|The KC and its contents are not displayed in /designer search results||Yes||No||No|
|All changes to the files contained in the KC require approval by the KC administrator||Yes||No||No|
All other combinations of security rules fall under the Custom security level setting.
Users assigned to KCs can have the following permission levels:
Note: In /designer the permission levels are called Administrator, Author, Read Only, and Deny, respectively.
The following actions can be completed by each permission level:
|View and download Medium and High security KCs and their content||Yes||Yes||Yes|
|View file properties in /designer||Yes||Yes||Yes|
|Create new folders and upload files||Yes||Yes||No|
|View KC security in the Appian Designer||Yes||Yes||No|
|Move and delete KCs||Yes||No||No|
|Move and delete folders||Yes||No||No|
|Edit file names and descriptions||Yes||No||No|
|Manage KC security and Access Requests||Yes||No||No|
|View KC Properties, File Expirations, Pending Changes, and Statistics||Yes||No||No|
Basic users associated with the Deny permission level cannot see the KC or its contents.
See also: Setting Folder Users Rights
Here is a list of common considerations when configuring security for a KC:
Editing the security of a KC can be done by modifying the permissions levels of groups and users already in its rolemap, adding new groups and users to the rolemap, or changing the security rules of the KC.
To edit the rolemap of a KC in the Appian Designer environment:
To add users or groups to the KC rolemap:
Users can also be removed from the rolemap by clicking the red x icon next to the user or group's permission level on the Knowledge Center Security dialog.
If you need to edit the security rules of an existing KC, you must access the KC Security menu from the /designer environment.
To edit the security rules of a KC in /designer:
See also: Modify KC Security Smart Service