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Getting Started with Permission Groups

Restrict article and category access to specific user groups or roles in HelpDocs using Permission Groups, keeping confidential docs visible only to the right people.

Taylor
Updated by Taylor
3 min read
Table of Contents

Want certain docs visible to certain people only? That's exactly what Permission Groups are for. This lets you limit your content using different groups that you create in your dashboard or via our API.

This feature is available on certain plans.

What are Permission Groups?

Permission Groups control who can access specific content in your Knowledge Base. You set boundaries around your docs so only the right people can view them.

By default every published article is visible to everyone who can see your Knowledge Base. Once you add groups or roles to an article, only those people can view it.

Restricted articles also stay out of search and Lighthouse for anyone without access.
Three user group cards for Marketing, Partners, and Ops showing members and access permissions.

It's perfect for confidential information or role-specific docs. You get flexible control at both article and category level. That makes it easy to manage internal and customer-facing docs in one place.

Whenever you're working with Permission groups you'll see the Permissions key icon Permissions icon.

If you downgrade to a plan that doesn't include Permission Groups, articles with permissions stay restricted and will no longer appear. To bring them back, upgrade again. Or head to Settings > Groups and click Make them public. This can't be undone.

Two Ways to Limit Access

You can restrict access using two types of trait. Get specific with a group, or go broad with a whole role.

Trait Type

Description

Best For

πŸƒβ€β™€οΈπŸƒπŸƒβ€β™‚οΈ Permission Groups

Allow access to an entire group of users

Team-based access control

πŸŽ’ Roles

Allow access to an entire role like Editors

Role-based access management

The article author, account owner, and any administrators always have access regardless of permission settings.

If an article has more than one group or role, someone only needs to match one of them to get access.

How do I know who has access? πŸ€”

Just look under Who has access when you manage an article's permissions.

This applies to your team too. Editors and Writers won't see restricted articles they don't have access to. They also won't see categories holding only those articles.

Manage Permissions modal showing Groups, Roles, and user access list with avatars.

Real-World Use Cases

Why might you want to separate content out? Here are some examples we've seen in the wild 🦁

Build your permission groups around your organization's departments or partner relationships. It keeps things easy to follow.

Use Case

Category Name

User Group

Content Examples

πŸ“• Internal Whole Team Content

Internal

Team HelpDocs

Company processes, style guides, feature plans

πŸ“’ Internal Marketing Content

Internal Marketing

Marketing

Blog style guides, analytics process documentation

πŸ”— Integration Partners

Partners

Partners

Partner processes, integration guidelines

Quick Setup Guide

Setting up takes three steps:

  1. Create a new user group
  2. Assign that group to a user
  3. Apply that group to an article
If someone opens an article with permission groups and they aren't logged in, they'll be prompted to log in. If they're logged in and still don't have access, they'll be told that too.

Spotting Articles with Permissions

So you've set Permissioning on an article. How do you and your team tell it's restricted? There are a few places we show it.

Inside the text editor ✍️

When you're editing an article with permissions you'll see a key icon in the toolbar. Hover over it to see Edit article permissions and the groups that have access.

The color of the key tells you more:

Key Color

Meaning

Pink

The article has permissions

Yellow

The article's permissions are different to its category's

Blue

Its category enforces them

Pink key icon in the article editor toolbar with the tooltip Edit article permissions, listing the Support group.
In the content view πŸͺŸ

When you're browsing articles in the content view you can spot Permissioned articles in a few ways:

Indicator

Where You See It

Permissioned label

Next to the article meta, like the published status

Key icon

To the right of the article row

Two article rows in Content: the first has a Permissioned label and a pink key, the second has neither.

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