This article describes the security settings you can configure to grant or restrict access to the knowledge base and document management in Autotask. It also documents the settings of the system security levels in your Autotask instance.
NOTE Document permissions were split from Knowledge Base permissions. For your custom security levels, document management permissions were copied from Knowledge Base permissions.
System security levels are not editable, but you can make copies and edit them to create custom security levels. Refer to:
Can access Knowledge Base
About this setting
When selected, resources can access the Knowledge Base. When cleared, resources will not see any Knowledge Base-related links, and Knowledge Base will not appear in the Quick Search menu.
NOTE To specify, add, edit, and delete permission for individual resources, click Manage Knowledge Base > Security tab.
The listed settings are enabled by default for the following system security levels:
| Security Level | Permission |
|---|---|
|
Co-managed Help Desk |
|
|
Minimal Access |
|
|
Time & Attendance |
|
|
Team Member |
|
|
Contractor |
|
|
Private CRM |
|
|
Sales |
|
|
Service Desk User |
|
|
Project Manager |
|
|
Dashboard User |
|
|
Manager |
|
|
System Administrator, Full Access User |
|
|
API User |
|
Can
manage Knowledge Base
About this setting
When selected, resources can manage (create, edit, and delete) Knowledge Base articles. When cleared, resources can still access the Knowledge Base if Can access Knowledge Base is selected.
NOTE Can access Knowledge Base must be selected to enable this setting.
The listed settings are enabled by default for the following system security levels:
| Security Level | Permission |
|---|---|
|
Co-managed Help Desk |
|
|
Minimal Access |
|
|
Time & Attendance |
|
|
Team Member |
|
|
Contractor |
|
|
Private CRM |
|
|
Sales |
|
|
Service Desk User |
|
|
Project Manager |
|
|
Dashboard User |
|
|
Manager |
|
|
System Administrator, Full Access User |
|
|
API User |
|
Can access Documentation
NOTE The Documentation Management functionality is included in the Autotask Premium edition and the Ultimate edition. For customers with the Essential edition, the Document Management module is disabled.
About this setting
When selected, resources can access documents. When cleared, resources will not see any document-related links, and documents will not appear in the Quick Search menu.
The listed settings are enabled by default for the following system security levels:
| Security Level | Permission |
|---|---|
|
Co-managed Help Desk |
|
|
Minimal Access |
|
|
Time & Attendance |
|
|
Team Member |
|
|
Contractor |
|
|
Private CRM |
|
|
Sales |
|
|
Service Desk User |
|
|
Project Manager |
|
|
Dashboard User |
|
|
Manager |
|
|
System Administrator, Full Access User |
|
|
API User |
|
Can
manage Documentation
About this setting
When selected, resources can manage (create, edit, and delete) documents. When cleared, resources can still access the Documentation page if Can access Documentation is selected.
The listed settings are enabled by default for the following system security levels:
| Security Level | Permission |
|---|---|
|
Co-managed Help Desk |
|
|
Minimal Access |
|
|
Time & Attendance |
|
|
Team Member |
|
|
Contractor |
|
|
Private CRM |
|
|
Sales |
|
|
Service Desk User |
|
|
Project Manager |
|
|
Dashboard User |
|
|
Manager |
|
|
System Administrator, Full Access User |
|
|
API User |
|
Object Permissions
| Security Level | ||||
|---|---|---|---|---|
|
Articles |
Add | Edit |
Approve |
Delete |
|
Co-managed Help Desk |
Yes | Mine | Yes | None |
|
Minimal Access |
No | None | No | None |
|
Time & Attendance |
No | None | No | None |
|
Team Member |
Yes | All |
Yes |
None |
|
Contractor |
No | None | No | None |
|
Private CRM |
No | None | No | None |
|
Sales |
No | None | No | None |
|
Service Desk User |
Yes | All | Yes | Mine |
|
Project Manager |
Yes | All | Yes | Mine |
|
Dashboard User |
No | None | No | None |
|
Manager |
Yes | All | Yes | All |
|
System Administrator, Full Access User |
Yes | All | Yes | All |
|
API User |
Yes | All | Yes | All |
|
Article Notes |
Add | Edit |
|
Delete |
|
Co-managed Help Desk |
Yes | Mine |
|
Mine |
|
Minimal Access |
No | None |
|
None |
|
Time & Attendance |
No | None |
|
None |
|
Team Member |
Yes | Mine |
|
Mine |
|
Contractor |
No | None |
|
None |
|
Private CRM |
Yes | Mine |
|
Mine |
|
Sales |
Yes | Mine |
|
Mine |
|
Service Desk User |
Yes | Mine |
|
Mine |
|
Project Manager |
Yes | Mine |
|
Mine |
|
Dashboard User |
Yes | None |
|
None |
|
Manager |
Yes | All |
|
All |
|
System Administrator, Full Access User |
Yes | All |
|
All |
|
API User |
Yes | All |
|
All |
|
Article Attachments |
Add | Edit |
|
Delete |
|
Co-managed Help Desk |
Yes | None |
|
Mine |
|
Minimal Access |
No | None |
|
None |
|
Time & Attendance |
No | None |
|
None |
|
Team Member |
Yes | None |
|
Mine |
|
Contractor |
No | None |
|
None |
|
Private CRM |
Yes | None |
|
Mine |
|
Sales |
Yes | None |
|
Mine |
|
Service Desk User |
Yes | None |
|
Mine |
|
Project Manager |
Yes | None |
|
Mine |
|
Dashboard User |
No | None |
|
None |
|
Manager |
Yes | None |
|
All |
|
System Administrator, Full Access User |
Yes | None |
|
All |
|
API User |
Yes | None |
|
All |
| Security Level | ||||
|---|---|---|---|---|
|
Documents |
Add | Edit |
Approve |
Delete |
|
Co-managed Help Desk |
Yes | Mine | Yes | None |
|
Minimal Access |
No | None | No | None |
|
Time & Attendance |
No | None | No | None |
|
Team Member |
Yes | All |
Yes |
None |
|
Contractor |
No | None |
No |
None |
|
Private CRM |
Yes | Mine | Yes | None |
|
Sales |
Yes | Mine | Yes | None |
|
Service Desk User |
Yes | All | Yes | Mine |
|
Project Manager |
Yes | All | Yes | Mine |
|
Dashboard User |
No | None | No | None |
|
Manager |
Yes | All | Yes | All |
|
System Administrator, Full Access User |
Yes | All | Yes | All |
|
API User |
Yes | All | Yes | All |
|
Document Notes |
Add | Edit |
|
Delete |
|
Co-managed Help Desk |
Yes | Mine |
|
Mine |
|
Minimal Access |
No | None |
|
None |
|
Time & Attendance |
No | None |
|
None |
|
Team Member |
Yes | Mine |
|
Mine |
|
Contractor |
No | None |
|
None |
|
Private CRM |
Yes | Mine |
|
Mine |
|
Sales |
Yes | Mine |
|
Mine |
|
Service Desk User |
Yes | Mine |
|
Mine |
|
Project Manager |
Yes | Mine |
|
Mine |
|
Dashboard User |
Yes | None |
|
None |
|
Manager |
Yes | All |
|
All |
|
System Administrator, Full Access User |
Yes | All |
|
All |
|
API User |
Yes | All |
|
All |
|
Document Attachments |
Add | Edit |
|
Delete |
|
Co-managed Help Desk |
Yes | None |
|
Mine |
|
Minimal Access |
No | None |
|
None |
|
Time & Attendance |
No | None |
|
None |
|
Team Member |
Yes | None |
|
Mine |
|
Contractor |
No | None |
|
None |
|
Private CRM |
Yes | None |
|
None |
|
Sales |
Yes | None |
|
Mine |
|
Service Desk User |
Yes | None |
|
Mine |
|
Project Manager |
Yes | None |
|
Mine |
|
Dashboard User |
No | None |
|
None |
|
Manager |
Yes | None |
|
All |
|
System Administrator, Full Access User |
Yes | None |
|
All |
|
API User |
Yes | None |
|
All |
