Managing Access to Documents and Folders

In the Knowledge Base, you can control who has access to each document or folder. This allows you to fine-tune content visibility for different training groups.

🔓 Ways to grant access:

  1. From an open document or folder:
    1. Open the desired document or folder.
    2. At the top of the page, click the “Access“ button.
    3. In the dialog window, select one or more training courses to grant access to.
    4. Click “Save“.
  2. Managing element access
  3. From the list of documents and folders:
    1. In the left panel (Knowledge Base structure), locate the document or folder
    2. Click the three dots (•••) next to its name.
    3. In the dropdown menu, select “Access”.
    4. In the dialog window, choose the training courses that should have access.
    5. Click “Save”.
  4. Managing element access on the sidebar

📁 Folder access specifics:

  • If you grant access to a folder, all documents and subfolders inside it will automatically inherit the same access.
  • You can always change access settings individually for any document, even if it’s inside a shared folder.