Knowledge Center Security

Overview

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.

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.

User Permission Levels

Users assigned to KCs can have the following permission levels:

  • Administrator
  • Editor
  • Viewer
  • Deny

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:

Action Permission Level
Administrator Editor Viewer
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

Configuring KC Security

  • If users need to create or upload content, the users or appropriate groups need to be assigned the Editor permission level, regardless of the security level of the KC.
  • If users need to be able to move or delete content, ensure they are in a group that is assigned the Administrator permission level.

Editing KC Security

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 Appian Designer:

  1. Select a KC in the application contents view.
    The Security button appears in the toolbar.
  2. Click Security.
  3. From the Knowledge Center Security dialog, select the desired permission level for each user or group using the dropdown.
  4. Click Save Changes to save your edits and close the dialog.

To add users or groups to the KC rolemap:

  1. From the Knowledge Center Security dialog, click the + Users or Groups link.
    The Add Users or Groups dialog appears:
  2. Search for the desired users or groups in the picker and select the permission level that should be set for them. Click Add to add your selection to the rolemap.
  3. Click Save Changes to save your additions and close the dialog.

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.

See also: Modify KC Security Smart Service

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