Users, Roles, Access Groups

How to add and manage users, and segment content by team

Inviting Admin Users to KnowledgeTree Manager
You can invite anyone to become an administrator of your KnowledgeTree Manager account.  Once invited, these users will be able to add, publish, and curate ...
Tue, 1 Sep, 2015 at 1:38 PM
Managing User Roles and Salesforce Profiles
Managing User Roles You can assign a specific role to each user within your KnowledgeTree account.  These roles govern what functionality the user has a...
Thu, 8 Jun, 2017 at 11:27 AM
Inviting Sandbox Users to KnowledgeTree
Some customers wish to use their KnowledgeTree accounts with sandbox Salesforce accounts to take KnowledgeTree for a spin without using production Salesforc...
Fri, 22 Aug, 2014 at 9:17 AM
Restrict Access to Assets by Team
You can restrict which Salesforce users can see individual assets, when using KnowledgeTree for Salesforce, based on their Salesforce profile. First you mus...
Fri, 29 Aug, 2014 at 11:41 AM
Enabling "Teams" using SFDC Roles and Profiles
Enabling Teams in KnowledgeTree allows you to group together different salesforce profiles and/or roles into Teams of your choosing.   You can creat...
Thu, 24 Mar, 2016 at 1:03 PM
Creating and Sending Team Alerts
Team Alerts allow Marketing and Sales leaders to notify Sales Reps when new content becomes available or when important content has been updated.  What'...
Tue, 29 Sep, 2015 at 10:35 AM
License Management
As a KnowledgeTree Admin, you may want to specify a default role to assign when Knowledgetree auto-provisions new users, in order to adhere to best practices...
Wed, 11 Nov, 2015 at 1:13 PM