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Private and Public Knowledgebases

How permissions work in Knowledgebase

Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over 6 years ago

Knowledgebases (KLB) can be created in two different ways:

  • Private - Visible to only you and your team. You can further restrict these private KLBs by using the permissions in the Users app.

  • Public - Visible to anyone on the internet.

To view the knowledgebases in Student CRM, go to the top menu and select the KLB you wish to view from the drop-down. You can instantly see a KLB's privacy status by looking at the lock symbols; an open lock is Public, a closed lock is Private.

When you open a knowledgebase, it does not open in Student CRM; it instead opens in its own page. 

This allows you to keep the KLB open in one tab, and Student CRM in another for easy referral, or allows you to pass the link for a public KLB to a student.

Please bear in mind that Public Knowledgebases really are public. They can be viewed by anyone on the internet, without requiring a login to Student CRM. This makes it great for Student FAQs (for example), but not for internal documents, such as "how to set up an open day".

For more information, please see the example Knowledgebase.

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