How to Restrict Knowledge Base Visibility to Authorized Users

To ensure your Knowledge Base (KB) content is not accessible to anonymous users, you need to enable the Logged-In User visibility at the Knowledge Base portal, categories and articles visibility settings. This will require users to sign in before viewing your self-service resources. Let’s explore how to configure this access permission.

Steps to enable the “Logged-In User” visibility for the KB Portal

1. Log in to the BoldDesk account as an administrator.
2. Go to the Admin center > Customer Portal under Settings
3. Then, navigate to the Knowledge Base tab.
4. Select Logged-in Users option on the visibility settings.
5. Click Update to save the setting.
   

Steps to enable the “Logged-In User” visibility for the category

This setting can be managed when creating or editing a category. The following steps apply when editing a category.

1. Open KB module.
2. On the Manage Articles section, choose a Category.
3. Click the three vertical dots next to it and select Edit.
4. Under the Visibility section choose Logged in users
5. Click Update to save the changes.

Steps to Enable ‘Logged-in User’ Visibility for Article

This setting can be managed when creating or editing an article. The following steps apply when editing an article.

1. Access the KB module.
2. Locate and open the article you wish to restrict.
3. On the Settings tab, locate to the Visibility section.
4. Then, select Logged-in Users from the dropdown options.
5. Click Update to save the changes.

By following these steps, you ensure that content is safeguarded and only accessible to authenticated users, enhancing both security and the user experience.

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• Organizing Knowledge Base - Categories and Sections
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