Manage knowledge articles by using content access levels

Manage Knowledge Articles Using Content Access Levels

Content Access Levels

• Provide additional access control beyond Web Roles
• Ensure the right content reaches the right audience
• Help create structured learning paths and hide irrelevant content
• Default levels include Default, Registered Users, and Premium Users
• Custom levels can be created and assigned to Accounts, Contacts, or Web Roles

How Content Access Levels Work

• New knowledge articles automatically use the Default access level
• Access levels are copied when an article is translated or versioned
• Website search and navigation display articles based on the user’s access level
• If a user lacks permission, an Article Unavailable message is shown
• Site setting must be enabled: KnowledgeManagement/ContentAccessLevel/Enabled = true

Create Content Access Levels

• Go to Power Pages → Security → Content Access Levels
• Select New and enter a Name and Description
• Mark as Default Access Level if required
• Select Save

Assign Content Access Levels to Articles (Customer Service Hub)

1. Open the Customer Service Hub app in App Designer.

2. Under Table View, select the Forms tile for the Knowledge Article entity.
3. Select Portal Knowledge Article for Interactive Experience.

1. Save and publish the changes.
2. Open Customer Service Hub.
3. Navigate to the knowledge article you want to update.
4. Select Portal Knowledge Article for Interactive Experience.

1. On the Summary tab, under Related information, select Content Access Levels (lock icon).
2. Select Add Existing Content Access Level.
3. Select the content access level from the lookup.
4. Select Add.

Assign Content Access Levels to Articles (Power Pages)

1. Open the Power Pages app.
2. Go to Portals → Knowledge Article and open the article.
3. On the Summary tab, under Related information, select Content Access Levels (lock icon).
4. Select Add Existing Content Access Level.
5. Select the content access level.
6. Select Add.

Interactive Service Hub

1. Open the Interactive Service Hub.
2. Select or create a knowledge article.
3. Select Summary above the progress bar.
4. Under Related Information, select the lock icon.
5. Add or remove Content Access Levels as required.

Assign Content Access Levels to Users

• Go to Power Pages → Portals → Security → Contacts
• Open a contact and locate the Content Access Levels section
• Add or remove access levels

• Web Roles
• Parent Contact
• Account