Knowledge-Centered Service user roles and permissions
KCS permissions
Privileges | KCS Candidate | KCS Contributor | KCS Publisher | KCS Coach | Comments |
|---|---|---|---|---|---|
Viewing | |||||
View in-progress articles | ✅️ | ✅️ | ✅️ | ✅️ | All KCS users can view knowledge articles that are in In Progress status. |
View draft articles | ✅️ | ✅️ | ✅️ | ✅️ | All KCS users can view knowledge articles that are in Draft status. |
View in-review articles | ✅️ | ✅️ | ✅️ | ✅️ | All KCS users can view knowledge articles that are being reviewed. |
View published external articles | ✅️ | ✅️ | ✅️ | ✅️ | You can view articles that are published to the self service users (external users of Smart IT such as BMC Service Request Management users) |
View published internal articles | ✅️ | ✅️ | ✅️ | ✅️ | You can view articles that are published internally but not yet made available to the self service users. |
View closed version | ✅️ | ✅️ | ✅️ | ✅️ | Closed articles are not displayed in the search result. To view a closed article, you must use the filter in the Smart IT Knowledge Console, and select the Closed Version check box. Alternatively, you can open an article and select the version number of the closed article from the version list. |
View retired articles | ✅️ | ✅️ | ✅️ | ✅️ | Retired articles are not displayed in the search result. To view a retired article, you must use the filter in the Smart IT Knowledge Console and select the Retired check box. |
View cancelled articles | ✅️ | ✅️ | ✅️ | ✅️ | Cancelled articles are not displayed in the search result. To view a cancelled article, you must use the advance filters in the Smart IT Knowledge Console and select the Cancelled check box. |
View articles waiting for approval | ✅️ | ✅️ | ✅️ | ✅️ | You can view articles that are in the Publish approval and Retire approval status, and in the Cancellation approval state. |
View relationships | ✅️ | ✅️ | ✅️ | ✅️ | |
View Categories | ✅️ | ✅️ | ✅️ | ✅️ | |
View Revisions | ✅️ | ✅️ | ✅️ | ✅️ | |
View Timeline | ✅️ | ✅️ | ✅️ | ✅️ | |
View Usage | ✅️ | ✅️ | ✅️ | ✅️ | The reuse count indicates the number of tickets linked to a knowledge article. The reuse count is seen in the list of articles displayed under Recommended Knowledge when you search for articles from a ticket or Smart Recorder. |
Editing | |||||
Create a new article | ✅️ | ✅️ | ✅️ | ✅️ | All KCS users can create knowledge articles. |
Edit In Progress | ✅️ (only their own) | ✅️ | ✅️ | ✅️ | All KCS users, other than KCS Candidate, can edit their own and other's articles that are in In Progress status. Note that they must be assigned to articles written by other authors. KCS Candidates can edit only their articles. |
Edit draft | ✅️ (only their own) | ✅️ | ✅️ | ✅️ | All KCS users, other than KCS Candidate, can edit their own and other's articles that are in Draft status. Note that they must be assigned to articles written by other authors. KCS Candidates can edit only their articles. |
Edit in-review | ✅️ (only their own) | ✅️ | ✅️ | ✅️ | All KCS users, other than KCS Candidate, can edit their own and other's articles that are in review. Note that they must be assigned to articles written by other authors. KCS Candidates can edit only their articles. |
Edit published | ✅️ | ✅️ | ✅️ | Except KCS Candidates, all KCS users can edit published articles. If you make minor edits, the version of the published article remains the same, whereas major edits create a next version of the published article. | |
Edit closed version | Closed versions of knowledge articles are not available for editing. | ||||
Edit retired | Retired versions of knowledge articles are not available for editing. | ||||
Edit cancelled | Cancelled versions of knowledge articles are not available for editing. | ||||
Edit waiting-for-approval | Knowledge articles that are in Publish approval or Retire approval status are not available for editing. | ||||
Permissions for performing various KCS functions
Depending upon the KCS permission, a KCS user can perform different functions on knowledge articles until the article is in a particular status. The following table lists the actions that KCS users can perform on articles in different states:
Article status in Smart IT | In progress | Draft | SME review | Optional review-1 | Optional review-2 | Publish approval | Published (Internal use: Yes) | Published (Internal use: No) | Retire approval | Retired | Cancellation approval | Cancelled | Closed | Comments |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
KCS Candidate — Assignee | ||||||||||||||
Create relationships | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||
Flag articles | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
Unflag articles | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||||
Take ownership of articles1 | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||||
Assign ownership of articles2 | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||||
Add comments | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
Progress an article to next stage | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||||
Apply visibility group to an article | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||||
Add metadata attachments to articles | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||||
KCS Candidate — Non-assignee | ||||||||||||||
Create relationships | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||
Flag articles | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
Unflag articles | No permissions | |||||||||||||
Take ownership of articles1 | No permissions | |||||||||||||
Assign ownership of articles2 | No permissions | |||||||||||||
Add comments | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
Progress an article to next stage | No permissions | |||||||||||||
Apply visibility group to an article | No permissions | |||||||||||||
Add metadata attachments to articles | No permissions | |||||||||||||
KCS Contributor | ||||||||||||||
Create relationships | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||
Flag articles | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
Unflag articles | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||
Take ownership of articles1 | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||
Assign ownership of articles2 | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||
Add comments | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
Progress an article to next stage | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||||
Apply visibility group to an article | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
Add metadata attachments to articles | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
KCS Publisher | ||||||||||||||
Create relationships | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||
Flag articles | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
Unflag articles | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||
Take ownership of articles1 | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||
Assign ownership of articles2 | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||
Add comments | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
Progress an article to next stage | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||||
Apply visibility group to an article | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
Add metadata attachments to articles | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
KCS Coach | ||||||||||||||
Create relationships | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||
Flag articles | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
Unflag articles | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||
Take ownership of articles1 | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||
Assign ownership of articles2 | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | |||||||
Add comments | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
Progress an article to next stage | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||||
Apply visibility group to an article | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
Add metadata attachments to articles | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ||||
Perform assessment related operations | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | ✅️ | Only a KCS Coach can create, edit, and delete AQI assessment question sets. Only a KCS Coach can assess articles. |
1 and 2 - The Assignment availability option in the People record must be set to Yes for you to take ownership of articles, and also for the person whom you want to assign ownership of articles.
KCS user permissions for changing knowledge article status
This table provide details about permissions granted to each KCS role to change the status of knowledge articles in the article lifecycle.
Status Change from | Status Change to | KCS Candidate | KCS Contributor | KCS Publisher | KCS Coach |
|---|---|---|---|---|---|
In Progress | Draft | ✅️ | ✅️ | ✅️ | ✅️ |
Draft | SME Review | ✅️ | ✅️ | ✅️ | ✅️ |
Optional Review 1 | ✅️ | ✅️ | ✅️ | ✅️ | |
Optional Review 2 | ✅️ | ✅️ | ✅️ | ✅️ | |
Publish Approval | ✅️ | ✅️ | ✅️ | ✅️ | |
Cancelled | ✅️ | ✅️ | ✅️ | ||
SME Review | Draft | ✅️ | ✅️ | ✅️ | ✅️ |
Optional Review 1 | ✅️ | ✅️ | ✅️ | ✅️ | |
Optional Review 2 | ✅️ | ✅️ | ✅️ | ✅️ | |
Publish Approval | ✅️ | ✅️ | ✅️ | ✅️ | |
Cancelled | ✅️ | ✅️ | ✅️ | ||
Optional Review 1 | Draft | ✅️ | ✅️ | ✅️ | ✅️ |
SME Review | ✅️ | ✅️ | ✅️ | ✅️ | |
Optional Review 2 | ✅️ | ✅️ | ✅️ | ✅️ | |
Publish Approval | ✅️ | ✅️ | ✅️ | ✅️ | |
Cancelled | ✅️ | ✅️ | ✅️ | ||
Optional Review 2 | Draft | ✅️ | ✅️ | ✅️ | ✅️ |
SME Review | ✅️ | ✅️ | ✅️ | ✅️ | |
Optional Review 1 | ✅️ | ✅️ | ✅️ | ✅️ | |
Publish Approval | ✅️ | ✅️ | ✅️ | ✅️ | |
Cancelled | ✅️ | ✅️ | ✅️ | ||
Published | Retire Approval | ✅️ | ✅️ | ✅️ | |
Retired | Cancelled | ✅️ | ✅️ | ✅️ |