Dynamics Community Forum Thread Details

Restricted access to knowledge articles defined by category

Hello,

I have a question regarding the security roles when using a portal.
I have successfully integrated the knowledge base into the customer portal. Now all categories are displayed, through which one can click and open the corresponding knowledge articles.

This is correct, as everyone should see all knowledge articles - except for a specific category.

Now to my problem:
I would like to introduce a new category, for which knowledge articles will then also be created. However, knowledge articles that are assigned to this category should not be visible to everyone, but only to specific contacts - i.e. only the knowledge article that is assigned to each contact.

These knowledge articles should contain price lists, but these are different for each customer because of the specific discounts. Other customers, of course, should only see their own price list.

This means that something has to be changed in the table permissions.

Unfortunately, I have not yet found the right way to do this.

I am very grateful for any ideas!

Kind regards,
Daniel

Hi danielst,

Dynamics 365 Portals have a very convenient way to control access to knowledge base articles –Content Access Level . Link contact, account, or web role to a content access level (e.g. Gold Partners), then simply associate that access level with a knowledge base article and boom – that article is only available to the users associated with that access level (directly or indirectly).

By default all of the KA published can be accessed by everyone, even if they aren’t logged in as a user of the portal.

Navigate to the Site Settings area for your portal, and look for the KnowledgeManagement/ContentAccessLevel/Enabled setting. By default this is set to false. Change the value to true and save the site setting record.

Now,Go to Portal Management > Knowledge Article and open the knowledge article you want to assign content access level, select Portal Knowledge Arcticle for Interactive Experience.

On the Summary tab, under Related information, select Content Access Levels (lock icon) from the toolbar to add content access level.