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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Assign the user criteria to an OT knowledge base

Assign the user criteria records to an Operational Technology (OT) knowledge base to control which users can create, read, write, and retire knowledge articles within the knowledge base.

Before you begin

Role required: knowledge_manager, knowledge_admin, or admin

About this task

You can assign user criteria to an OT knowledge base to control read or contribute access.

Procedure

  1. Navigate to All > Knowledge > Administration > Knowledge Bases.

  2. Select the OT knowledge base record that you want to manage.

  3. Add the user criteria to the OT knowledge base.

    1. Depending on the user criteria that you want to set, select one or more of the related lists.

      Related listDescription
      Can ReadUsers can read knowledge articles in the knowledge base.
      Cannot ReadUsers can't read knowledge articles in the knowledge base.
      Can ContributeUsers can create, modify, and retire knowledge articles in a knowledge base. Contribute access to a knowledge base also provides read access to all articles in the knowledge base.
      Cannot ContributeUsers can't create, modify, retire, or read knowledge articles in the knowledge base.
    2. In the selected related list, add the required user criteria.

      • As a user with the admin role, add a new user criteria record by selecting New, specifying the required fields, and selecting Submit.
      • As a user with the knowledge_manager, knowledge_admin, or admin role, add an existing user criteria record by selecting Edit, moving the required user criteria from the Collection column to the Knowledge column, and selecting Save.
    3. On the knowledge base form, select Update.

Parent Topic:Configuring Operational Technology Knowledge Management