Knowledge management permissions and default actions

View articles in simple view

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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 How-knowledge-articles-are-found.

View articles in advanced view

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View in-progress articles

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You can see only in-progress articles that you created. You cannot view an in-progress article that another user created.

View draft articles

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View in-review articles

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View published external articles

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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 How-knowledge-articles-are-found.

View published internal articles

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Published knowledge articles are approved but not visible to Self Service users.

View closed version

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Closed articles are not returned after a search, but can be viewed in the revisions tab of the advanced view.

View retired articles

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By default, the retired articles are searchable.

View cancelled articles

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Cancelled articles can be viewed from the console.

View articles waiting for approval

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Articles waiting for approval (both published and retired) can be searched for and viewed.

View update requests

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View relationships

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View Categories

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View Revisions

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View History

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View Usage

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Create a new article

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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

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Knowledge Submitter users can edit only their own articles.

Edit draft

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Edit in-review

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The editor must be part of the relevant reviewer's support group.

Edit published

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This action creates a new version in draft.

Edit closed version

No user can edit a closed version of the article.

Edit retired

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Users can only edit articles flagged as internal, change the article status to Cancelled, and change the assignee.

Edit cancelled

No user can edit the cancelled version of an article.

Edit waiting-for-approval

No user can edit an article awaiting approval for publishing or retiring.

Change status to draft

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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

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Change status to publish/retire approval

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Draft articles can also be changed to retired-approval.

Change status to cancel

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Only a Knowledge Admin can cancel an article without any approval, irrespective of the article status. However, Knowledge users have to follow the approval process to cancel knowledge articles.

Take ownership

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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

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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

Approve retire

Set owner/owner-group

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Open knowledge source management under Functions

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Quick Actions

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View articles not assigned to me/All

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When filtering my groups users who are not assigned the articles can also view the filtered articles

Open the Knowledge Management Console

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Open configuration for Knowledge Management

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Open search dialog box

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Other

Submit update requests

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Submit feedback

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Create reports

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BMC Helix fixed (write) license

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Part of support staff

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Create relationships

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A submitter can create relationships only for in-progress articles.