How to Manage Security, Roles & Permissions

Control access to your help site with logins & restrictions to ensure the right people access it

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How to Create Secure, Private Sites

Enable user authentication for your internal knowledge bases

Step 1: Switch to a private site

Have the flexibility to keep your site public or private, only allowing the logged-in users.
Step 2: Decide who can access it

Set up user names and passwords to control access for each user.
Step 3: Set up roles & permissions

Define roles to manage user access and permissions.
Step 4: Set up advanced security

Take full control over security with authentication keys, single sign-on, and contextual help.
Step 5: Set up Single Sign-On

Enable seamless user authentication with enterprise SSO, including Okta & Azure AD integration.

Step 1: Switch to a private site

Have the flexibility to keep your site public or private, only allowing the logged-in users.

Step 2: Decide who can access it

Set up user names and passwords to control access for each user.

Step 3: Set up roles & permissions

Define roles to manage user access and permissions.

Step 4: Set up advanced security

Take full control over security with authentication keys, single sign-on, and contextual help.

Step 5: Set up Single Sign-On

Enable seamless user authentication with enterprise SSO, including Okta & Azure AD integration.

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Set up selective permissions & protect your sensitive content using roles & permissions

Step 1: Set up conditional content

Dynamically show or hide content based on user roles, location, etc. For example, make additional sales visible only to the sales team.

Step 2: Set up folder restrictions

Restrict access to specific folders with the logic builder for the Viewing Device, Site Language, URL and SSO Parameters, and more.

Step 3: Set up IP restrictions

Limit knowledge base access to specific IP addresses, controlling access within a defined network.

Step 1: Set up conditional content

Dynamically show or hide content based on user roles, location, etc. For example, make additional sales visible only to the sales team.
Step 2: Set up folder restrictions

Restrict access to specific folders with the logic builder for the Viewing Device, Site Language, URL and SSO Parameters, and more.
Step 3: Set up IP restrictions

Limit knowledge base access to specific IP addresses, controlling access within a defined network.