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New Idea

solution article categorization

Related products:Freshdesk
  • February 9, 2022
  • 2 replies
  • 42 views

foxcubmama
Skilled Expert
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I want to categorize my Solutions Portal and I want certain people from my company to be able to access certain documents. I want each user type and/or Group to access only certain categories or articles.

Is this possible?

 

I know you can create segments for Customers and Contacts - but can you create segments for agents?

2 replies

foxcubmama
Skilled Expert
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  • Author
  • Skilled Expert
  • March 11, 2022

CIRCLING back to this one… you can add a tag to contacts and thereby create a contact segment - can the same logic apply to agents? Agent Segments?

Then we can allow access to certain areas of our knowledge base to certain people in our company.

OR

FD can make “ROLE” one of the options here:

 

This type of specialization is needed for us to utilize the solutions center internally.


foxcubmama
Skilled Expert
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  • Author
  • Skilled Expert
  • March 17, 2022

Would also be cool if we could make articles visible to multiple different groups - Agents and “Contact Segment” for example…

 

As of right now you can only select one role in the Visible To field this would mean that you have to duplicate  A LOT of information if more than one role/group should access certain solutions.