1. Knowledge Base Builder
  2. Roles and access
Reference

Who can do what in Knowledge Base Builder

Give article decisions and service work clear owners.

How permissions work

Article work

A Knowledge Editor maintains content, while an Article Reviewer makes the publication decision.

Support work

A Service Desk Agent records incidents, updates and requests. The Service Manager oversees service, problem and change records.

Administration

Admin sets up access and people. Builder Admin retains the app-builder access role.

Who can do what

Permissions by role
RoleArticle workspacePublication reviewReader feedbackService contextIncident guidanceProblem and request work
Builder Admin——————
AdminEditEditEditEditViewEdit
Knowledge EditorEditEditEditViewViewView
Article ReviewerApproveApproveViewViewViewView
Service Desk AgentViewEditEditViewEditEdit
Service ManagerViewViewViewEditViewEdit

Each role in detail

Builder Admin

Full data access role for app builders and administrators

Can

  • Access assigned records

Admin

Owns access setup and the operating rules for article and service records.

Can

  • Manage knowledge articles, article feedback, People, Users, Services
  • View Incidents, Problems, service requests, Changes, integration receipts

Knowledge Editor

Drafts and maintains assigned articles and reviews reader comments.

Can

  • Manage knowledge articles, article feedback
  • View Incidents, incident updates, Problems, Services

Starts on: Problem investigations

Article Reviewer

Checks article content and makes the publication decision.

Can

  • Manage knowledge articles
  • View article feedback, Incidents, Problems, Services

Reviews and approves

  • Approve knowledge articles

Starts on: Article workboard

Service Desk Agent

Records incidents and updates and uses article content to answer service questions.

Can

  • Manage Incidents, incident updates, service requests
  • View knowledge articles, article feedback, Services, Assets

Starts on: Change schedule

Service Manager

Oversees service records and investigates recurring support issues.

Can

  • Manage Services, Problems, Changes
  • View knowledge articles, article feedback, Incidents, service requests, integration receipts

Starts on: Change schedule

Set up Knowledge Base Builder your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started