Better knowledge base access management (docs as well)

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  • Clintre
    Junior Member
    • Sep 2016
    • 29

    Better knowledge base access management (docs as well)

    The current methodology for managing the KB is a bit taxing.

    1. There is no way to limit categories to internal or portal only! If you could set that, it would make the rest much easier.
    2. By default all articles are available to ALL portals and there is no initial way to have an article internal only. The work around is to create a dummy portal and then you have to remember to select it each and every time or you risk an internal article being put out to people you may not want to have it.

    Documents are even worse with even less control. These are two areas that are extremely important for use in portals for us, yet we have to do some major work around to get them to work properly.
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    Item 1. I don't understand why this is needed. If there is no any accessible article in category then this category won't be listed in portal.
    Item 2. As workaround you can add addition status like "Published Internally". I believe this will make a trick.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • yuri
      Member
      • Mar 2014
      • 8440

      #3
      Item 2. Maybe we should change it so that empty portals field will mean no access from any portal.
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

      Comment

      • Clintre
        Junior Member
        • Sep 2016
        • 29

        #4
        I figured out what you mean on item one, so we are good there. Second one was the main issue.

        Comment

        • yuri
          Member
          • Mar 2014
          • 8440

          #5
          In the next version no specified portals will mean no access from portals.
          If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

          Comment

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