Configure knowledge bases from the Finance Operations Workspace

Configure a knowledge base so that guest users can publish the knowledge base articles from the Finance Operations Workspace.

Related concepts

• Configure the Finance Operations Workspace landing page

Enable guest users to publish knowledge base articles from the Finance Operations Workspace

To enable guest users to publish a knowledge article, add them to the Can Read list of the corresponding knowledge base in the Finance Operations Workspace.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Knowledge > Administration > Knowledge Bases.
2. Select the knowledge base that you want to configure.
   For example, select Finance Case Management Knowledge base.
3. On the Can Read related list, select Edit.
4. In the Collection list, search for the Finance Operations Users role.
5. Move the Finance Operations Users role from the Collection list to the Can Read list.
6. Select Save.
   A guest user can now publish a knowledge article from the Finance Operations Workspace.

Publish a knowledge base article

After creating a knowledge base article, publish the article from the Finance Operations Workspace

Before you begin

Role required: admin

Procedure

1. Navigate to either of the following:
   • All > Finance Operations > Finance Operations Workspace.
   • Workspaces > Finance Operations Workspace.
2. Select the list icon
3. Navigate to Lists > Knowledge, and then select Finance articles.
4. Under the Number column, select the link to a knowledge base article to open it.
5. Select Publish.
   A confirmation message appears, notifying you that the article is published.