Set organization level access to Knowledge Base and manage duplicate article permalinks (with date appended to them)

Set organization level access to Knowledge Base and manage duplicate article permalinks (with date appended to them)

Hello everyone,

We have introduced two important updates in the Knowledge Base module:
  • Permissions - A new permission called "Admin access" has been introduced under module permission.
  • Permalink alert - Users will be alerted when an article with the same URL exists. 

Organization-level permission for the Knowledge Base

A new option under module permissions called "Admin Access" has been introduced. This permission provides users complete access to every department in KB. 



In most organizations, the support leads, content managers, and department heads require access to all departments. This allows them to add, edit, or modify articles under the relevant departments as and when needed. 

For example, a compliance guideline introduced for the organization must be included in the articles across departments to ensure all employees are aware of it irrespective of the department they belong to. Likewise, a change in the pricing plan for a product suite must be updated in all the products that belong to the suite for customers to get accurate information.

In these cases, it is essential for the writers to have the permission to access the KB modules for all the relevant departments.

The Admin access gives specific users the permission to access the KB for all the departments. 

On the other hand, the Manage KB permission gives users access to selected departments. 

That said, using Admin and Manage KB permissions, businesses can set organization wide and department wide permissions for the Desk users. 

Comparison between Admin access and Manage KB permissions


 Admin Access 
 Manage KB
 Access type
 Org level
 Department level
 Actions (View, Create, Update, Delete)
 Perform all actions across all the departments

  • View articles in all the accessible departments.
  • Create, edit, and delete articles in departments that are accessible and directly related to the primary department within the category.
 Organize Categories

 (Create, Edit, Delete, Enable/Disable, and   Ordering categories)
 Perform all actions across all the departments
  • Create, edit, delete, enable, and disable categories in all the accessible departments.
  • No access to reorder categories.
 Sort articles
 Perform all actions across all the departments
  • View articles in all the accessible departments.
  • Create, edit, and delete articles in departments that are accessible and directly related to the primary department within the category.
 Recycle Bin
 View, restore, and delete articles across all   departments

           View articles for the accessible categories

 Access Settings
 Enable or disable KB access settings 
           View only 

For more information on the permissions required, refer to Setting Up Knowledge Base Permissions

Alert for duplicate article titles

When multiple agents collaborate as a team to ensure that the content is easily available to the customer, it is highly possible that one or more of them may use the same naming convention for their article. This will generate similar permalinks or article URLs.

The system identifies two similar links by appending the date to the recent article: 
eg., getting-started-with-zoho-desk-25-12-2024

To help agents identify such permalinks and allow them to edit them before publishing the article, we are now showing an alert message that another article with a similar URL exists.



This ensures that none of the articles are duplicated. Also, the users are navigated to the right content. 

To remove the date appended to the article title, verify the folders and delete or rename the old article.

For more information on how article permalink works, refer to Setting 301 Redirection of Knowledge Base Articles.

These enhancements are available for all users across DC.

Regards,
B. Akshaya
Zoho Desk | User Education


      • Sticky Posts

      • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

        In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
      • Using Agent Email Address as From Address

        Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about
      • Edit and Delete options in Comments

        A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important
      • Webinar 2: Supercharged customer support for growing business

        Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service
      • Customize Colors of your Customer Self Service Portal

        You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green

        • Recent Topics

        • Integrate with Power BI

          Hi, How to connect Zoho CRM dashboards & reports with POWER BI ?
        • No "Import Users" option in Zoho FSM

          I recently noticed that there is no option to import Users into Zoho FSM, and this has become a serious challenge for us. When migrating data, especially technicians or other user profiles, we often have hundreds of users to bring into the system. Currently,
        • Finding "like" projects

          Hi Everyone! My team is running into several duplicating deals. I've been trying to get them all to name things the same way ex. State is 2 letters not spelled out. Things like that. What I am wondering if there is anything I can do as the superadmin
        • Não consigo localizar o Botão de Publicar Formulário no meu app

          Depois que finalizar meus formulários, não consigo localizar o botão de publicar para concluir meu aplicativo
        • DATEV-Export Erfahrungen?

          Wir würden gern den DATEV-Export in Books nutzen, jedoch ist dieser nicht wirklich nutzbar. Gibt es positive Erfahrungen von Alternativ-Lösungen?
        • Kaizen #191: Implementing "Login with Zoho" using Python SDK

          Welcome back to another week of Kaizen!! This week, we are diving into how to implement secure user authentication using Login with Zoho and integrate it with Zoho CRM through our Python SDK. To ground this in a real-world scenario, we will look at how
        • Custom modules not showing in developer console

          I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?
        • Following retainer invoice for partial payment of a sales order

          HI, We issue sales orders when a client buy a product from us. We also issue multiple retainer invoices for partial payment (2 to 4 depending of the client). Team wants to follow payment of these retainer invoices for this Sales Order. If they are paid
        • Zoho CommunitySpacesとzoho CRM連携について

          お世話になっております。 いつもご質問に丁寧に回答いただき大変助かっております。 今、当団体ではZoho CommunitySpacesを利用しており、利用ユーザ一覧をzoho CRMに自動登録(連携)したいと考えております。 そもそも可能なのか、もしあれば具体的な手順や方法はあるのかをご教授いただきたいです。 上記がないのなら、ユーザ一覧のエクスポート方法(メールアドレスと姓を含む)でもよいです。 お手数となりますが、お願いいたします。
        • Zoho Wiki or new Zoho Learn

          We are currently evaluating if we should move off confluence. At present in Confluence we have multiple levels within our documentation but with learn it looks like you can only have Space       - Manual             - Chapter Is it possible to have levels below Chapter? Also the same question for the existing wiki, can I have more sub-levels?
        • Sales without an invoice

          Sales without an invoice is not included on the “payments received” report. Also, sales without an invoice is not listed in the transactions under the customer’s profile, also making it easy to do a double entry. Is there a way for me to see my sales
        • Zoho Sign API - Create a document from template.

          1. I would like to create a document from a template and send the document to the customer for signing. Is this possible using the Zoho Sign API? If so, please share the api reference link. 2. Is there sand box for Zoho Sign to test the APIs without using
        • Zoho Sign embedded iframe

          Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these options
        • Goods in transit

          When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?
        • how to coming soon, holding site, or "under construction"

          Hi! I was wandering if was possible to create a website with the simple sign of "Under construction or coming soon" while i work on the site. if possible, how? Cheers
        • Announcing Agentic AI - Ask Zia!

          We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.
        • Zoho People LMS VS Zoho Connect Manuals VS Zoho Learn

          in the past I came accross Zoho WIKI but did not like the platform because it could use a lot of upgrade. Over the time I have noticed Zoho People come out with a LMS module which allows us to created a shared knowledge for our internal team I also came across Zoho Connect which as a knowledge-based for internal team referred to as Manual Now I am seeing Zoho Learn which is a new and fine-tuned version of Zoho Wiki. All of these platforms are very similar but I am wondering what are the differences
        • Marketing Automation Activities in Zoho CRM

          Hello, I've connected Zoho CRM and Marketing Automation, sent a campaign, but no data are displayed in CRM, neither in "campaigns" section inside contact profile. It is possible to display Marketing Automation activities in CRM? Also in CRM Timelines?
        • How do we get a follow up to Experts 22: Scale up your customer support with integrations & extensibility

          Hi, How do we get a followup and answers to the questions we have asked during 'Experts 22: Scale up your customer support with integrations & extensibility'. I have repsonded to the answers but have no way of following up. Thanks Brett
        • Frustrating Email Duplication and Timeline Issues Between Zoho Mail and CRM

          Hi Zoho team, Can someone please help clarify what’s going on here? Here’s what’s happening: I initiate an email to a lead using Zoho Mail. The lead is created in Zoho CRM via the integration, and the email is correctly associated with that lead. Sometimes,
        • Best Strategy to import contacts and when to create leads

          Hi, I'm new to Bigin and looking for a "best" strategy. I had and have the following idea for an use case: 1. Search for websites which I want to contact 2. Create a contact in Bigin with all the required information based on this website (via API if
        • Better implementation of Item Category on Invoices and Estimates

          1) I have added Item Category as a custom field. Honestly, this should be a native part of the item itself, and either required, optional, or not used.  2) When entering an item on an invoice, you have to enter the first character(s) of the item, otherwise
        • Bulk Update (via the 'Accountant' menu)

          Why can't we bulk update Expenses to Owner's Drawings? It always ends in failure with the error "Involved account types are not applicable". If such conversion isn't possible, why make the option available? Better to allow it though.
        • Set Reply_to parameter for "Email an Invoice" API Endpoint

          Is there a way to set "Reply To" email address when using the Email an invoice API endpoint? It doesn't seem to be in documentation, but sometimes there are undocumented parameters. If it doesn't exist, please consider adding it as parameter since all
        • Zoho Books adaptado a la legislación española. ¿Sustitutos?

          Buenas a tod@s No tenemos información sobre la adaptación de Zoho Books a la nueva ley de facturación en España. Me preguntan usuarios de zoho que deberían hacer. Propongo una lista de alternativas, si al final se opta por no desarrollar la funcionalidad
        • A Question about Email Handling (Sending and Receiving)

          Hello! I was looking into setting up Email Aliases for my domain that I purchased a while ago through Zoho Mail. I set up a singular alias already and have it linked with Gmail, and it seems to be working out well. However, I set up another alias today,
        • Kaizen #201 - Answering Your Questions | Webhooks, Functions, and Schedules

          Hello everyone! Welcome back to another post in the Kaizen series! We are incredibly grateful for all the feedback we received, and as promised, we will answer all the queries in this Kaizen series. Last week, in our 200th post, we addressed one of the
        • Zoho Projects Strict Dates for Tasks

          Hi Zoho Projects team, I would love to see a feature to allow Strict Dates for Tasks. Sometimes in projects you have dates which must not move, even if predecessor Task dates change. For example, perhaps you need to book access to a facility to perform
        • No Mark as filed buton in GSTR -3b

          We are filing our GST in GST portal -and want to mark GST in Zoho books as filed. It is possible to mark GSTR 1 as filed through Mark as filed button. But there is no such button in GSTR-3B.  How to mark corrosponding GSTR-3B as filed?
        • ranking by drag the choices instead of rank by number

          is the option of draging the choice is available instead of selecting the ranking number for each choice?
        • TASKS - Dashboard to show ALL Tasks from ALL apps.

          The Unified Tasks View is useless without the other main zoho apps (Desk, Books & even FSM now) We need to see all our tasks under on pane of glass. The Zoho developers are out of touch with real business workflows. So how it was designed they want us
        • Function #13: Transaction level profitability

          In Zoho Books, the Profit & Loss report provides valuable insights into the overall profitability of your business, indicating whether you have made a profit or incurred a loss. However, there may be occasions when you wish to assess whether a specific
        • Zoho CRM with Sap Business One

          I need information about integration CRM with Sap BO, thank.
        • Allow bill to nest multiple projects

          A bill (purchase) is more often than not used across multiple projects and this functionality is missing and very urgently needed for accurate reporting of purchases across projects
        • How can I change iOS display setting at night?

          It seems like at night the two light daytime settings themes (white with blue on top or just white) are not available and I am forced to choose among a few other colours that I really don’t want, I.e., black, blue or orange. Is there a way for me to always
        • Celebrate WWW day with Zoho Desk

          Let's recall the times when we learned 'WWW' stands for World Wide Web. Whether you like to call it wuh-wuh-wuh or double-u double-u double-u, or World Wide Web, we all owe a lot to this groundbreaking invention that reshaped how we connect, communicate,
        • The power of camaraderie

          In the days before the internet boom, conversations happened face-to-face or over the phone. Phone calls were precious; every minute counted, and every word mattered. We looked forward to those moments of real connection. Even today, nothing quite matches
        • Message Content is missing/invalid fault

          We cannot create a complete template over zoho. Some features - like button adding - is missing. The templates are created on Zoho and edited on Meta to solve the problem. But still then, some features cannot be used and the message returns this failure
        • Können bereits gesendete Kampagnen im Nachhinein einer Mailing-Liste zugeordnet werden, ohne dass die Kampagne erneut versendet wird?

          Wir haben unsere älteren Kampagnen in Campaigns über Kontaktkategorien versendet. Dann haben wir umgestellt auf Mailing-Listen, damit alte Kampagnen auch in einem Archiv aufgerufen werden können. Jetzt ist die Frage, ob die Kampagnen, die über die Kategorieauswahl
        • Newsletter Templates Are Not Mobile Responsive

          Hi, I've already submitted this request to ZOHO once this morning, but for some reason your system logged me out, wouldn't accept my username/password login, and isn't showing any evidence that I've submitted this issue. So here we go again... I am under the impression that your newsletter templates are supposed to be mobile optimised: https://www.zoho.com/campaigns/blog/responsive-email-marketing.html This is clearly not the case, as the last 2 newsletters I've created in Campaigns look perfect
        • Next Page