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Knowledge

Welcome to the Knowledge page guide! This is where you can organise and manage all your documents and information in one place.

Overview​

The Knowledge page helps you:

  • Organise documents into collections
  • Manage access to your information
  • Upload files

Add collections

Collections​

Managing Collections​

Collections are folders that help you organise your uploads. You can:

  • Create new collections
  • Edit collection details
  • Delete collections
  • View all collections you have access to

Access Levels of Collections​

Collections have different access levels:

  • Admins have full view and edit rights to all collections
  • Users can view collections if they have read access to in Knowledge and Chat
  • Users can edit collections if they have write access to in Knowledge

Note: Users without read access cannot view or use collections in Knowledge or Chat.

In your collections, you can:

  • View list of all knowledge assets
  • Delete assets when no longer needed

How to Use​

Creating Collections​

  1. Click + New Collection button
  2. Name your collection and add a description
  3. Set visibility
  4. Save your collection

Add collections

Adding Files​

  1. Select target collection
  2. Click Add knowledge
  3. Click Upload file
  4. Choose file to upload

Manage

Viewing Content​

  1. Open desired collection
  2. Select file to view

Managing Access​

  1. Click collection settings
  2. Click on Access
  3. Adjust access to groups
  4. Save changes
  5. Users will see updates immediately

Manage access