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Contributor ⭐️
Feb 10, 2023 4:39 AM UTC
Solved

Can I upload company materials?

Is it possible to create a private knowledge base category and upload company material and resources, such as, PPTs, PDFs, videos etc? My idea is to create multiple private knowledge base categories with specific content in PDF, PPT, video formats.

Mark Jongeling
Helper ⭐️
Feb 10, 2023 9:21 AM UTC

Hi Lisa,

You can ensure that only selected Roles can access this part of the Knowledge base. Every category can have it's own set of permissions. So, if you have something like a Customer and Employee role, you can make sure that only Employee's can access this knowledge base category. We also do this with presentation material for our Partners.

Example

 

2 replies

Mark Jongeling
Helper ⭐️
Feb 10, 2023 9:21 AM UTC

Hi Lisa,

You can ensure that only selected Roles can access this part of the Knowledge base. Every category can have it's own set of permissions. So, if you have something like a Customer and Employee role, you can make sure that only Employee's can access this knowledge base category. We also do this with presentation material for our Partners.

Example

 

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LisaAuthor
Contributor ⭐️
Feb 20, 2023 4:39 AM UTC

@Mark Jongeling Thank you! This is what I’m looking for. It will be for our Partners. Many thanks! :) 

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