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This documentation supports the 19.11 version of BMC Knowledge Management, which is available only to BMC Helix subscribers (SaaS).
To view an earlier version, select the version from the Product version menu.

Permissions required to perform actions in BMC Knowledge Management

The following table shows the available default actions for the different user permissions.

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BMC Knowledge Management permissions with their actions

PrivilegesSelf ServiceKnowledge ViewerKnowledge SubmitterKnowledge UserKnowledge AdminKnowledge ConfigComments
Viewing
View articles in simple view++++++Self Service users can view knowledge articles in simple view only if those articles are assigned to the appropriate visibility group. For more information, see Configuring visibility groups and Managing knowledge article visibility.
View articles in advanced view ++++  
View in-progress articles  +++ You can see only in-progress articles that you created. You cannot view an in-progress article that another user created.
View draft articles ++++  
View in-review articles ++++  
View published external articles++++++Self Service users can view external knowledge articles (external files that have been registered in the knowledge base via the Registration Wizard) only if those articles are assigned to the appropriate visibility group.

For more information, see Registering file system paths, Configuring visibility groups, and Managing knowledge article visibility.
View published internal articles ++++ Published knowledge articles are approved but not visible to Self Service users.
View closed version ++++ Closed articles are not returned after a search, but can be viewed in the revisions tab of the advanced view.
View retired articles ++++ By default, the retired articles are searchable. To change this default setting and not display the retired articles in the search results, see After publishing an article.
View cancelled articles    + Cancelled articles can be viewed from the console.
View articles waiting for approval ++++ Articles waiting for approval (both publish and retire) can be searched for and viewed.
View update requests ++++  
View relationships++++++ 
View Categories++++++ 
View Revisions ++++  
View History ++++  
View Usage    +  
Editing
Create a new article  +++ 

After an article has been updated to In Progress, it can be assigned to a Knowledge User or Admin.

Note: The Assignment availability option in your People record must be set to Yes for you to be able to create new knowledge articles.

Edit In Progress  +++ Knowledge Submitter users can edit only their own articles.
Edit draft   ++  
Edit in-review   ++ The editor must be part of the relevant reviewer's support group.
Edit published   ++ This action creates a new version in draft.
Edit closed version      

No user can edit closed version of the article.

Edit retired   ++ Can only edit articles flagged as internal, change the article status to Cancelled, and change the assignee.
Edit cancelled      No user can edit cancelled version of the article.
Edit waiting-for-approval      No user can edit an article awaiting approval for publish or retire.
Workflow
Change status to draft  +++ The status is changed to Draft from In Progress.

Note: Users with Knowledge Submitter permission can promote a knowledge article to Draft status only if the Assignee user has  Knowledge User or Knowledge Admin permission.
Change status to review   ++  
Change status to publish/retire approval   ++ Draft articles can also be changed to retired-approval.
Change status to cancel    + Only the Knowledge Admin can cancel an article, irrespective of the article status, without any approval. However, Knowledge users have to follow the approval process to cancel knowledge articles.
Take ownership   ++ User must be part of the relevant reviewers support group if the article is in review. In other statuses, the group is not relevant.
Assign ownership   ++ User must be part of the relevant reviewers support group if the article is in review. In other statuses, the group is not relevant.
Approve publish      Configured in the BMC Knowledge Management configuration. Requires support group membership and Knowledge Approver functional role.
Approve retire      Configured in the BMC Knowledge Management configuration. Requires support group membership and Knowledge Approver functional role.
Set owner/owner-group    +  
Knowledge Management Console
Open knowledge source management under Functions    +  
Quick Actions    +  
View articles not assigned to me/All    + A user with the Knowledge Admin role can view articles not assigned to that user when filtering 'my groups'.
IT Home Page
Open the Knowledge Management Console ++++  
Open configuration for BMC Knowledge Management     + 
Open search dialog box++++++ 
Other       
Submit update requests ++++  
Submit feedback++++++ 
Create reports    +  
Remedy fixed (write) license   +++ 
Part of support staff +++++ 
Create relationships  +++ Submitter can create relationships only for in-progress articles.

Related topics

User permissions

KCS permissions required to perform actions in BMC Remedy with Smart IT

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