CSM Simulator Task 11 Define Knowledge Access
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05-04-2023 04:05 AM
Hey,
I am stuck on this task:
ABC Corp would like to restrict access to knowledge articles based on products owned by the customers.
As George Warren, a Boxeo employee who has purchased an ACME KX Series KX5000 router, logs in through the self service portal he should only see knowledge articles related to the KX series products.
- Create and publish a dummy article with some dummy info on KX5000 routers
- Enable access to Knowledge Articles based upon product entitlements.
- Assign the Acme KX Series router to the created article.
I have tried a lot of things but, I am not able to move forward, and when i click on the help link they provide, i am only redirected to a general product documentation note that does not provide med with any help.
Can anyone please provide me a step by step or point me in the right direction for this task?
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10-15-2024 11:50 AM
Step 1: Need to create a new responsibility definition for "Sales Account Manager" and mark it unique (Can add only person). Add John Jason to this.
Step 2: "Support Manager" responsibility definition is already there. so you need to just add Tricia Kruss to this.
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04-15-2024 11:51 AM
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11-19-2024 01:57 AM
Here's the steps on how I completed this:
1. Navigate to Application Navigator > Search Knowledge Product Entitlements > Properties
2. Check the Yes checkbox under the Enable access control of Knowledge Articles based on product entitlements.
3. Click on Save
4. Navigate to Customer Service > Knowledge
5. On top right portion of the page, click on Create An Article button
6. Select Standard
7. Fill up the required fields and scroll down at the bottom part,
In the Related Products field, add the KX Series - KX1000
8. Done