How to Change a Team Member's Role in a Knowledge Zone

Changing roles within a Knowledge Zone defines how team members can interact with the Zone, allowing you to upgrade or restrict their access to the content based on your needs.

>>> This article is for Researchers and Insights Experts.

FYI - You might know Knowledge Zones by another name - check out our glossary to find out!

To update content permission(s):

  1. Open a new or existing Knowledge Zone

  2. Click the “Edit” button in the top-right corner of the existing Knowledge Zone

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Alternatively, you can access the needed Knowledge zone from the inbox by switching to the curate view from the top of the page. When you click on your Knowledge Zone from the inbox, you will be taken straight to the edit view.

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  1. Click on the Configuration icon 1.png above the header

A configuration panel will appear on the left-hand side of your screen. 

  1. Navigate to the “Team” section

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  1. Expand the section by clicking the Arrow icon 6.png next to the title of the section

This will expand the “Team” section to show the users who can access your Knowledge Zone.

  1. Find the user whose role you want to update

  2. Click on the “Role” field to assign a new role to your new Team Member

This action will reveal the available role options, which correspond to different access levels. By assigning a new role to your Team Member, you change their access level to your Knowledge Zone.

 
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Owner:

Grants the user full access to the Knowledge Zone, including the ability to create and edit pages, add content, and publish the Zone

Expert:

Grants the user access to assigned pages, allowing them to edit but not publish the content
 

If you select “Expert,” the “Pages” section will appear.

  1. Click on the “Pages” field to select the exact pages to which the user should have access.

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The team member’s access will immediately be updated and they will receive a notification.

If you wish to remove a team member, click the Trash Can icon 1.png next to the user's name.

 

Insider Tip:

  • Having at least two owners democratizes administrative tasks and ensures that work can be continuously reviewed and published

  • Only users with specific permissions can be selected as team members in Knowledge Zones

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