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

Changing roles within a Knowledge Zone defines how your team members can interact with this Knowledge Zone.

>>> 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 change a team member's role in a Knowledge Zone: 

  1. Go to the Knowledge Zone where you want to update a team member's role
  2. Click on the Configuration icon Capture.JPG above the header

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

  1. Find the "Team" section
  2. Expand the section by clicking on the Arrow icon
  3. Find the user whose role you want to update
  4. Click the "Role" field and assign a new role to your new Team Member

You will have two options:

 

Owner:

Gives the user full access to the Knowledge Zone, as well as the ability to add content and publish to your target audience

Expert:

Gives the user access to pages assigned to them, which they can edit but not publish

 

  1. If you select “Expert”, choose the pages to which the user should have access from the "Pages" field 

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 icontrash.pngnext to the user's name 

 

Insider Tips: 

  • 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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