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Administration

Members and roles

Admins use the Members page in settings to manage members and assign roles.

Roles

To manage roles, go to the Members page. In the Roles column, click the menu next to the member’s name and select the role you’d like to assign.

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Owner

Owners have full access to all data within the workspace—which cannot be restricted or changed—along with all admin rights.

Admin

Admins have access to an "Administration" section from the Settings sidebar, where they can manage workspace-level configurations such as members, APIs, billing, and more. Aside from these additional privileges, admins follow the same rules as members.

Members

Members can access Knowledge Base data based on the permissions granted to them. They cannot modify workspace-level settings or access the Administration section.

Guest

Guests are granted Guest access to one or more Knowledge Bases. They do not have access to your entire workspace—only to the specific public Knowledge Base shared with them.

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In this Guest Section

You’ll see a list of all guests you’ve shared KBs with, the Knowledge Bases they have access to, and an option to remove their guest access when needed. To learn more about adding guests to your Knowledge Base, refer to this Doc.

Why is this needed?

For example, if you want to share a public-facing Knowledge Base with specific email addresses but don’t want to give them workspace access, you can mark the public KB as “restricted to invited members” and add those emails as guests.

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FAQ

What can Guests do?
Guests can view the knowledge base without workspace membership, but they can't join the workspace and edit Docs.
Can Writers share the knowledge base?
No, Writers cannot share the knowledge base.
Do members need to join the workspace?
Anyone with Full Access, Writer, or Reader roles is added to your workspace automatically. Guests do not need to join the workspace.
When should I use Guest access?
Use Guest access if you want someone to view your public-facing knowledge base without joining your workspace.

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