User Roles and Permissions

User Roles

The Knowledge Platform supports four user roles:

Administrator

The Administrator role has full access to all areas and functionality in the Knowledge Platform, and can create user accounts. This role should be assigned to a limited number of users.

Business Admin

The Business Admin role has the same permissions as an Author, but can also add, edit and delete categories and category values.

Author

The Author role has full access to all assets, but no access to sites, accounts or categories.

Viewer

The Viewer role has read-only access to all assets and no access to sites, accounts or categories. Viewers cannot see options that they do not have permission to, such as the Add icon for adding assets or the Edit icon to edit assets.

NOTE: Administrators have the permissions to change a user’s role. Refer to Change User Role for more information.

API User

For the API to programmatically perform tasks for a tenant, our team must configure an API User account for that tenant. The API User account will provide credentials to perform API-driven tasks. When those tasks are completed, assets will indicate that it was the API User that completed them. To request an account to access the Knowledge Platform API, please open a Support ticket. Requests may take up to two business days to fulfill.

NOTE: The API User account is managed by Syniti and can’t be edited. For more information, refer to Knowledge Platform API.

Permissions

The following table outlines the functions permitted by role in the Knowledge Platform:

Functions	User Roles
	Administrator	Business Admin	Author	Viewer
Asset Management (Terms, Policies and Rules)
View assets	X	X	X	X
Add and edit unpublished versions of assets	X	X	X
Send assets for review	X	X	X
Copy a version of an asset to create a new version	X	X	X
Comment on assets	X	X	X	X
Contest assets	X	X	X
Assign assets	X	X	X
Be a Subject Matter Expert (SME) for assets	X	X	X
Review assets	X	X	X
Approve assets	X	X	X
Relate assets	X	X	X
Update asset status	X	X	X
Add external references to assets	X	X	X
Use “Jump To” links	X	X	X	X
Submit asset uploads for publication	X	X	X
Relationship Management
Add, edit and delete relationships	X	X
Dataset Management
View datasets	X	X	X	X
Add, edit and delete datasets	X	X	X
Add, edit and delete contacts	X	X	X
Category Management
View categories	X	X
Add, edit and delete categories	X	X
Strategy Management
View strategy	X	X	X	X
Add, edit and delete strategy	X	X	X
View strategy assets	X	X	X	X
User Account Management
View user accounts	X
Add and edit user accounts	X
Deactivate and activate user accounts	X
View About Me	X	X	X	X
Sign out	X	X	X	X
Notifications
View notifications	X	X	X	X
Edit notification settings	X	X	X	X
Search
Perform a search	X	X	X	X
Dashboards NOTE: Syniti Customer Success creates a maximum of 10 Custom Dashboard Authors for each tenant for users who have the Administrator, Business Admin, or Author role. Custom Dashboard Authors have permissions in QuickSight to create custom dashboards and add Role-level Security to those dashboards but do not have permission for any other QuickSight features.
	Administrator	Business Admin	Dashboard Author	Viewer
View dashboards	X	X	X	X
Create dashboards			X
Apply Role-level Security to Custom Dashboards			X