Permissions

A listing of all permissions and the default setting in a default installation of Serviceware Knowledge is provided below.

Name Content Permissions consumers Editorial team member permission Permission administration Serviceware
API keys The User has access to API keys
  • view
  • create
  • edit
  • delete
Views The user is shown the Views tab within Administration and can assign views to User groups and content. This permission is not required for assigning views when creating knowledge content.

Copying is done via the Copy button in editing mode.

Exporting is done via the context menu of a view.

  • view
  • create
  • edit
  • delete
  • copy
  • export
  • view
  • create
  • edit
  • delete
  • copy
  • export
Archive Controls access to the archive. Currently no function.
  • view
  • view
  • create
  • edit
  • delete
  • copy
  • export
  • view
  • create
  • edit
  • delete
  • copy
  • export
  • view
  • create
  • edit
  • delete
  • copy
  • export
Tree This function controls access to for editing the tree as well as branches and and sub-branches.
  • view
  • view
  • create
  • edit
  • delete
  • view
  • create
  • edit
  • delete
  • view
  • create
  • edit
  • delete
  • view
  • create
  • edit
  • delete
User This function controls access to the user management. User management also controls the export of contacts to a CSV file and the possibility to log in as an administrator or another user.
Note: The use of API keys instead of a token is recommended.
  • change your own password
  • change your own password
  • view
  • create
  • edit
  • delete
  • change your own password
  • view
  • create
  • edit
  • delete
  • export as CSV
  • Create token for other users
  • change your own password
User groups

Editing user groups is important to be able to assign content and / or views to users.

This is the User groups tab in the administration. When creating knowledge content, user groups may be assigned even without the permission.

  • view
  • create
  • edit
  • delete
  • Assign pinboard to user groups
  • view
  • create
  • edit
  • delete
  • Assign pinboard to user groups
Bulk actions The user can change text properties via bulk actions.
  • Text approvals
  • Text approvals
Bulk-Request Content can be called via the API and created via a bulk request.
  • call
  • create
Cancellation Administrators have access to a folder with cancellations via the Dialog objects tab.
  • view
  • create
  • edit
  • delete
Client Settings This function allows the export of data.
  • Export data
Dialogs (Admin) Administrators have access to the Dialog objects tab, which allows creating, editing and deleting new dialogs.
  • view
  • Create dialog
  • edit
  • delete
Files This permission controls access to files.
  • view
  • view
  • create
  • edit
  • delete
  • view
  • create
  • edit
  • delete
  • view
  • create
  • edit
  • delete
Data export Enables the export of all data via client settings
  • export
Files This permission controls access to files
  • view
  • view
  • create
  • edit
  • delete
  • view
  • create
  • edit
  • delete
  • view
  • create
  • edit
  • delete
End of process (EOP) The user is shown the Edit EOP function in the editing mode of a dialog.
  • view
  • create
  • edit
  • delete
External sources This permission controls access to external sources.
  • view
  • create
  • edit
  • delete
Filter This permission controls extended access to filters. A second set of filters can be displayed, and the order of filters can be suppressed and changed.
  • view
  • edit
Questions The Questions function is visible via the Dialog objects tab.
  • view
  • create
  • edit
  • delete
Approval This permission controls the release settings in the tree.
  • edit
  • release
  • edit
  • release
Guide content (admin)
  • view
  • create
  • edit
  • delete
Job execution This permission controls access to the import function in the More menu within the external sources.
  • manual execution
  • View job status
Contacts This permission controls access to all contacts within Serviceware Knowledge.
  • view
  • print
  • view
  • print
  • view
  • create
  • edit
  • delete
  • print
  • view
  • create
  • edit
  • delete
  • print
Category (Admin) The permission regulates access to context data via Administration.
  • view
  • create
  • edit
  • delete
  • view
  • create
  • edit
  • delete
Layout (Admin) The permission controls access to the layout via Administration. Views are assigned in the system settings and in view management.
  • view
  • create
  • edit
  • delete
  • view
  • create
  • edit
  • delete
License The user is shown the Licence information information via the user menu and the current status of licenses can also be called here.
  • view
  • view
Clients
  • view
  • create
  • edit
  • delete
  • administer
Messages This permission controls access to the Messages tab and via email.
  • view
  • View detailed information
  • View detailed information about messages
  • print
  • view
  • View detailed information
  • View detailed information about messages
  • create
  • delete
  • print
  • view
  • View detailed information
  • View detailed information about messages
  • create
  • delete
  • print
  • view
  • View detailed information
  • View detailed information about messages
  • View confirmation information
  • create
  • edit
  • delete
  • print
Notes This permission controls access to the Notes tab in the search function.
  • view
  • create
  • edit
  • delete
  • view
  • create
  • edit
  • delete
  • view
  • create
  • edit
  • delete
  • view
  • create
  • edit
  • delete
Pinboards This permission controls access to the Pinboard tab in the search function.
  • view
  • view
  • view
  • create
  • edit
  • delete
  • sort
  • view
  • create
  • edit
  • delete
  • sort
Placeholder This permission controls access to the Placeholder tab in the Search tab.
  • view
  • view
  • create
  • edit
  • delete
  • assign
  • view
  • create
  • edit
  • delete
  • assign
Tabs This permission controls access to the tab for a custom API frontend.
  • view
  • create
  • edit
  • delete
Reports This permission controls access to the Reports tab for the user groups.
  • view
  • create
  • edit
  • delete
  • print
  • view
  • create
  • edit
  • delete
  • print
Resource versions
  • view
Roles This permission controls access to editing and assignment of roles.
  • view
  • create
  • edit
  • delete
  • print
Statistics no function
Search This function controls access to the search for all users.
  • view
  • view
  • Switch off synonyms
  • view
  • Switch off synonyms
  • Export search results
  • view
  • Edit settings
  • Switch off synonyms
  • Export search results
  • Execute indexing
  • Edit source weighting
  • train
System tool (Admin) Administrators can execute system tools with this permission.
  • view
  • execute
System settings (Admin) This permission controls access to system settings for administrators over different levels.
  • view
  • edit level 1
  • view
  • edit level 1
  • edit level 2
Texts This permission controls access to Knowledge texts.
  • view
  • print
  • rate
  • view
  • print
  • rate
  • create
  • edit
  • Edit html
  • delete
  • view
  • print
  • rate
  • create
  • edit
  • Edit html
  • delete
  • view
  • print
  • rate
  • create
  • edit
  • Edit html
  • delete
Tracking
  • view
  • create
Versions The user is shown the Versions tab in text editing. In addition, the user can display and call the archived versions provided for a text using the Archived versions button in the action bar of this text. Versions may be deleted and texts reset to previous versions.
  • view
  • view
  • create
  • edit
  • delete
  • view
  • create
  • edit
  • delete
  • view
  • create
  • edit
  • delete
Templates This permission controls user access to the Template tab.
  • view
  • view
  • create
  • edit
  • Edit html
  • delete
  • view
  • create
  • edit
  • Edit html
  • delete
Suggestions This permission controls user access to the Suggestions tab in the start menu, which concern their own suggestions.
  • view
  • create
  • comment
  • view
  • view with names
  • view author
  • view
  • create
  • comment
  • delete
  • view
  • view with names
  • view author
  • view
  • create
  • comment
  • delete
  • view
  • view with names
  • view author
  • view
  • create
  • comment
  • delete
  • view
  • view with names
  • view author
Widgets This permission controls access to widgets.
  • view
  • view
Lexicon This permission controls access to the Lexicon tab in the start menu.
  • view
  • view
  • create
  • edit
  • view
  • create
  • edit
  • view
  • create
  • edit
Public ratings
Public content