The TeamDynamix Knowledge Base uses a layered permission system that controls who can view, create, edit, and manage knowledge articles. This guide explains all permission levels and requirements for working with the Knowledge Base.
In this article, we'll cover:
Knowledge Base permissions operate through several interconnected layers:
- License Types - Determine baseline capabilities (Enterprise, Technician, Student Technician, Client, etc.)
- Application Access - Users must be granted access to the specific Client Portal containing the Knowledge Base
- Application-Level Security Roles - Define specific permissions within each Client Portal. Add all permissions appropriate for each role
- Global Security Roles - Some features require Work Management (TDNext) access in addition to Client Portal permissions
- Administrative Access - Certain configuration tasks require admin-level access
Matrix Details
- License type: Must be one of: Enterprise, Project Manager, Technician, Team Member, Student Technician, or Client
- Required Permissions: Permissions that must be enabled on the application-level security role
- Special Access: Indicates permissions that also require Work Management (TDNext) or Admin access
| Function |
License Type |
Required Permissions |
Special Access |
Notes |
| View published articles |
Client or higher |
• View Knowledge Base |
None |
Base permission for all users |
| View articles in any status |
Enterprise, Project Manager, Technician, Team Member, or Student Technician |
• View Knowledge Base
• View Articles Regardless of Status |
Work Management |
Both permissions required; Can access all parameters in KB Search; Cannot see group-restricted articles |
| View All articles |
Enterprise, Project Manager, Technician, Team Member, or Student Technician |
• View Knowledge Base
• View All Articles |
Work Management |
Both permissions required; Bypasses all restrictions; grants Permissions Audit access |
| View article details & feed |
Client or higher |
• Access Knowledge Base Details and Feed |
None |
See article history and feedback |
| Function |
License Type |
Required Permissions |
Special Access |
Notes |
| Create new articles |
Enterprise, Project Manager, Technician, Team Member, or Student Technician |
• Add Articles
• View Knowledge Base |
Work Management |
Both permissions required; Can edit own drafts until submitted |
| Edit own articles |
Enterprise, Project Manager, Technician, Team Member, or Student Technician |
• Edit Owned Articles |
None |
Must be listed as article owner |
| Edit any article |
Enterprise, Project Manager, Technician, Team Member, or Student Technician |
• Always Edit Articles
• Add Articles
• View Knowledge Base |
Work Management |
All permissions required |
| Edit archived articles |
Enterprise, Project Manager, Technician, Team Member, or Student Technician |
• Edit Archived Articles |
None |
Restore or update retired content |
| Function |
License Type |
Required Permissions |
Special Access |
Notes |
| Review & approve new submissions |
Enterprise, Technician, or Student Technician |
• Review Articles
• View Knowledge Base |
Work Management |
Both permissions required; Access Articles Pending Review; can change Status |
| Review & approve drafts (existing articles) |
Enterprise, Project Manager, Technician, Team Member, or Student Technician |
• Review and Approve Drafts |
None |
Cannot publish; cannot see unpublished articles |
| Compare revisions |
Enterprise, Project Manager, Technician, Team Member, or Student Technician |
• Always Edit Articles
• View Knowledge Base |
Work Management |
Both permissions required |
| Restore revisions |
Enterprise, Project Manager, Technician, Team Member, or Student Technician |
• Always Edit Articles
• Review and Approve Drafts
• View Knowledge Base |
Work Management |
All permissions required |
| Function |
License Type |
Required Permissions |
Special Access |
Notes |
| Publish articles to KB |
Enterprise, Project Manager, Technician, Team Member, or Student Technician |
• Publish Articles
• View Knowledge Base |
Work Management |
Both permissions required; Controls "Published to KB" flag |
| Archive articles |
Enterprise, Technician, or Student Technician |
• Always Edit Articles
• Review Articles
• View Knowledge Base |
Work Management |
All permissions required |
| Delete articles |
Enterprise, Technician, or Student Technician |
• Delete Articles
• Always Edit Articles
• View Knowledge Base |
Work Management |
All permissions required |
| Function |
License Type |
Required Permissions |
Special Access |
Notes |
| Mark feedback as addressed |
Enterprise, Technician, or Student Technician |
• Address Feedback |
None |
Doesn't delete; removes from counts |
| Delete feedback |
Enterprise, Technician, or Student Technician |
• Delete Article Feedback
• View Knowledge Base |
Work Management |
Both permissions required
|
| Function |
License Type |
Required Permissions |
Special Access |
Notes |
| Manage categories |
Enterprise, Technician, or Student Technician |
• Modify Categories
• View Knowledge Base |
Work Management, Admin |
Both permissions required; Can be done in app or via Admin interface |
| Manage article templates |
Enterprise, Technician, or Student Technician |
• Modify Article Templates |
None |
Create reusable templates |
| Manage KB shortcuts |
Enterprise, Project Manager, Technician, or Student Technician |
• Modify Shortcuts |
None |
Quick links to articles |
| View permissions audit |
Enterprise, Project Manager, Technician, Team Member, or Student Technician |
• View All Articles |
Work Management |
Review permission inheritance |
| Function |
License Type |
Required Permissions |
Special Access |
Notes |
| Import articles (bulk) |
Enterprise |
Administrator Security Role in the specific Client Portal, or Global Admin |
Client Portal Admin, TDAdmin |
|
| Create custom attributes |
Enterprise |
Administrator Security Role in the specific Client Portal, or Global Admin |
Client Portal Admin, TDAdmin |
|
| Configure KB settings |
Enterprise |
Administrator Security Role in the specific Client Portal, or Global Admin |
Client Portal Admin, TDAdmin |
|
| Configure portal visibility |
Enterprise |
Administrator Security Role in the specific Client Portal, or Global Admin |
Client Portal Admin, TDAdmin |
Controls public/authenticated access |
| Create/modify security roles |
Enterprise |
Administrator Security Role in the specific Client Portal, or Global Admin |
Client Portal Admin, TDAdmin |
|
| Assign users to applications |
Enterprise |
Global Administrator |
TDAdmin |
Global Admins only |
| Function |
License Type |
Required Permissions |
Special Access |
Notes |
| Create KB reports |
Enterprise, Project Manager + Reporting, Technician + Reporting, Team Member + Reporting, or Client + Reporting |
• Analysis application access
• Client Portal access |
Work Management |
Both permissions required; Use Knowledge Base report source in Analysis |