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Microsoft Dynamics CRM (Archived)

How to hide Knowledge Base section from the unauthorized users on Portal?

Posted on by 40

Hi all,

Please help me hide Knowledge Base section from the unauthorized users on Portal.

It is also applicable to hide not all section, but separate articles. I have tried to do it, but I haven`t found "Content Access Level" grid (take a look on the screenshot1).

 scr1.PNG

Portal is already used as external Portal. (take a look on the screenshot2)

5100.screenshot2.PNG

I hope you will help me. Thank you.

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  • Slava Kostiuk Profile Picture
    Slava Kostiuk 40 on at
    RE: How to hide Knowledge Base section from the unauthorized users on Portal?

    Thank you for the answer

  • Slava Kostiuk Profile Picture
    Slava Kostiuk 40 on at
    RE: How to hide Knowledge Base section from the unauthorized users on Portal?

    Thank you for the answer!

  • Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: How to hide Knowledge Base section from the unauthorized users on Portal?

    Hey Slava,

    Pls close this thread by marking the answer Yes. If your issue got resolved.

    Thanks

  • Suggested answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: How to hide Knowledge Base section from the unauthorized users on Portal?

    Hi Slava,

    For Point 1:

    If you had performed all the steps as I mentioned, it should have worked. if not. Login on Portal with Administrator Web Role and Clear the Cache by hitting the below URL in new tab.

    https://<portalname>.microsoftcrmportals.com/_services/about

    and Click on Clear Cache.

     

    For Point 2:  In order to hide Knowledge Base Information from Home Page.

    Remove the below highlighted content from Home Web Template.

    Find (CTRL + F) - content-home and remove the highlighted content.

    5353.Capture.JPG


    If found useful, please mark the answer as verified.


    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.com

     

  • Slava Kostiuk Profile Picture
    Slava Kostiuk 40 on at
    RE: How to hide Knowledge Base section from the unauthorized users on Portal?

    Thank you for your answer Arpit,

    I want to hide all info about articles from not authorized users.

    scr-4.1.PNG

    To hide 1) I have performed actions that you had described. But unfortunately it hasn`t disappeared. And I still can go to https://[ourportal].com/knowledgebase/

    To hide 2) I don`t know what to do. I tried to do it in Knowledge Article record in the CRM.

    Cheers

    Slava

  • Verified answer
    Shaminderpal Singh Profile Picture
    Shaminderpal Singh 1,565 on at
    RE: How to hide Knowledge Base section from the unauthorized users on Portal?

    Hi Slava,

    If you want to hide specific articles, assign content access level to article.

    The default form in customer service hub doesn't contain the subgrid to access levels.

    You can go to solution and change the form order from 'knowledge base' form to' portal interactive form' -that will show you the subgrid in customer service hub and you can associate your access level.

    Hope it helps.

    Regards,

    Shaminder

  • Verified answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: How to hide Knowledge Base section from the unauthorized users on Portal?

    Hi Slava,

    Do you want to hide the Knowledge Base link (appear on the Portal) for anonymous user?

    5611.capture1.JPG

    Then you can manage it using Web page Access Control Rule.

    Create a new Web page Access Control Rule

    5611.capture1.JPG

     

    Associate it with Knowledge Base - Home webpage

    1513.Capture2.JPG

     


    If found useful, please mark the answer as verified.


    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.com

     

     

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