I want to allow a user to manage the documents and folders in a particular Knowl

I want to allow a user to manage the documents and folders in a particular Knowledge Center, but I want to minimize this user's access to other aspects of the /designer environment. Does anyone have suggestions for how to do this? Is there a way for a user to access a Knowledge Center without access to the /designer environment?

For that matter, I'm not even sure what my options are in terms of ways to allow a user to access the /designer envrionment. There are a number of System groups (e.g. Designers, Process Model Creators, etc.) whose members automatically get access to /designer, and all users of type System Administrator have access, but are there other ways?

OriginalPostID-178101

OriginalPostID-178101

  Discussion posts and replies are publicly visible

  • We have a few old applications that didn't consistently purge documents from the KB early on when processes were completed (and sometimes when we transmitted those docs to an internal repository system). I wrote some processes to loop over the folders & files in a KB and send the files to our repository and then purge them. I built a small UI for developers to trigger specific knowledge centers to purge their folder structures in our dev environments. This was necessary since depending on how we wanted to purge the files we couldn't always do it through the designer UI (there are some old corrupted folders that indicate files & subfolders are in them, but they aren't viewable and hence can't be deleted in the designer). Likewise, I have an app that completes a large number of processes, folders, etc. daily and while testing it is nice to purge the dev environments sometimes before loading fresh data. I built a process model that I can call and either manually pass in some criteria are do so via the loading process. It purges all folders & files in the particular KC, all process models associated with the app and purges the relevant db tables via db delete statements.

    You could build a UI that allows users to access KC folders & files and manages them by deleting, etc. Since it is likely the file IDs are stored in your database already (connected to specific orders, records, etc.) this is a good way to build an 'admin' interface for a group of users, allow them to pick a record from your system and then using the smart services associated with document management to rename, delete, etc. The actual smart services are part of the main Appian install but you might need a few of the custom ones available and you may need to have those specific nodes run as the process model creator since they tend to require a higher permission level than normal users.
  • Hi Johns,
    you can achieve this by targeting the tabs in the designer view.
    Goto
    System tab->Default admin pages ->Primary navigation
    Here you can see the tabs and their security. Generally system tab is not accessible to basic user in designers group when logged into designer mode. This is configured here. In order to access designer mode one need to be member of Designers group, but we can restrict the tabs they can access here.
    Click on each tab and configure the security of the tabs except documents to "Portal Administrators". Now add the required basic user to designers group.