Add a user to a knowledge group

User roles: KM Admin, System Administrator

Only a user with a KM ADMIN profile or the System Administrator can add users to knowledge groups. There are two methods for adding a user to a knowledge group.

  • In the operator record, on the Login Profiles tab there is a Knowledge Group section for the system administrator to specify the knowledge groups for the user.
  • The Knowledge Management > Administration > Knowledge Groups function allows a user with a KM ADMIN profile to add users to a knowledge group.

To add a user to a knowledge group in the operator record, follow these steps:

  1. Click System Administration > Ongoing Maintenance > Operators.
  2. Click Search.
  3. Select an operator.
  4. Click the Login Profiles tab.
  5. In the Knowledge Groups section use the Fill icon to display a list of the knowledge groups.
  6. Select the appropriate knowledge groups.
  7. Click Save.
  8. Click OK.

To use the Knowledge Group function to add a user to a knowledge group, follow these steps:

  1. Click Knowledge Management > Administration > Knowledge Groups.
  2. Click Search to display a list of knowledge groups.
  3. Click the knowledge group.
  4. Type the name of the user in the Operators section, or use the Find or Fill button to locate the user.
  5. Click Save.
  6. Click OK.
  7. Repeat steps 2 to 6 until you have added the user to all of the appropriate knowledge groups.