How to Set Page Restrictions

 

Page restrictions enable control over who can view and edit specific pages in your knowledge base. Whether you're limiting sensitive information for a specific audience, this feature allows you to restrict access to specific users or groups, ensuring your content is only accessible to those who need it.

 

Here is how the restricted page appears in a knowledge base site:

 

restricted page in knowledge base

 

Allowing Page Restrictions on specific pages lets you: 

 

  • Enhanced Security: Protect sensitive information by restricting access to authorized users.

  • Tailored User Experience: Deliver content specific to users' needs, such as language or user roles.

  • Precise Control: Define conditional rules for access based on creation and modification dates.

 

In this article, you will learn:

 

  1. Enabling the Page Restrictions

  2. Setting Rules and Conditional Logic

 

How to Enable the Page Restrictions

 

Step 1: Open your knowledge base site in logged-in mode.

 

Step 2: Access Page Restrictions:

  • In the Table of Contents (TOC), click the gear icon next to the page title.

  • Select "Restrictions" from the dropdown menu.

 

access to page restriction setting

 

Step 3: Restricting Editors:

  • In the Page Restrictions window, select the Editor(s) who should have access to the page.

  • Set "Rules and Conditional Logic" to Inactive.

  • Save your preferences.

 

page restriction window

 

Example: If you have specific team members or collaborators who should be able to edit this page, select their usernames from the list. This ensures that only authorized individuals can make changes to the content.

 

Step 4: Restricting Viewers:

  • In the Page Restrictions window, select the Viewer(s) who should have access to the page.

  • Set "Rules and Conditional Logic" to Inactive.

  • Save your preferences.

 

restriction viewers

 

Example: Identify viewers, such as stakeholders or clients, who should be able to view the content. This is useful for sharing information with a limited audience.

 

NOTE:  To add multiple Editor/ Viewer, click “Select User(s)" in the placeholder.

 

Setting Rules and Conditional Logic

 

This option lets you control who can view or edit pages based on criteria like device, language, URL parameters, SSO, user roles, and creation/modification dates.

 

To Activate the Rules and Conditional Logic:

 

Step 1: Set "Rules and Conditional Logic" to Active.

 

Step 2: Choose "Enter your own rules using the logic builder."

 

Step 3: Map the conditions and add multiple conditional logic by clicking the "+" button.

 

Step 4: Select the action for the restriction condition you've set.

 

Step 5: Save your preferences.

 

settings rules and conditional logic

 

Here are brief explanations for when to use each of the page restriction options:

 

  • Viewing Device: Use this option when you want to control who can access your content based on the type of device they are using, such as mobile or desktop.

  • Site Language: Choose this option when you need to restrict content access based on the preferred language of your users, ensuring a language-specific experience.

  • URL Parameter: Utilize this option when you want to show or hide specific pages for certain users by adding custom URL parameters and tailoring content delivery.

  • SSO Parameter: When you want to determine which pages are visible to users based on Single Sign-On (SSO) parameters, select this option to ensure content relevance and security.

  • User Roles: Opt for this option to restrict access based on user roles, allowing certain roles like admins or editors to view or edit specific content.

  • Created On: If you want to control access based on the creation date of pages, use this option to define conditional rules like before, after, on, or not on a specified date.

  • Last Modified: Select this option when you need to restrict access based on the last modification date of pages, using conditional rules for precise control.

 

You have successfully enabled the page restriction. If you encounter any issues or have any questions, feel free to contact our support team.

 

 

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