How to share collections
In Cassidy, you can manage permissions for your Knowledge Base to control access and ensure that the right people have access to the appropriate information. You can manage permissions using collections, which are advanced groupings that allow you to set access controls for the folders and documents within them.
Refer to this article for more information on creating knowledge bases collections. If you need to update permissions for an existing collection, follow these steps:
Navigate to the Knowledge Base: Click on the "Knowledge Base" section in the left sidebar of your Cassidy homepage.
Open collection sharing options: Click on the "Settings" tab in the top-left corner of the collection, then click "Share" to access the permission settings.
Adjust the access type: If needed, change the access type between "Team" and "Restricted".
"Team": This option allows anyone in your organization to view and access the collection and its contents.
"Restricted": This option limits access to the collection to specific people or groups within your organization.
Add or remove people and groups: If you have selected "Restricted" access, you can add or remove specific people or groups who should have access to the collection. To add people, simply start typing their names or email addresses, and select them from the list. To add or remove groups, refer to the article on creating and managing groups for more information.
Set general permissions: For each group, you can toggle on or off general permissions such as Edit/Add to Knowledge Base, Edit/Create Assistants, Edit/Create Workflows, and Invite Members. For more details on setting these permissions, please refer to the article on assigning roles & groups.
Save changes: After making the necessary modifications, click the "Done" button to apply the changes to the collection's permissions.
Here are some important implications of managing knowledge base permissions:
Users can only see and access the items within collections (folders and documents) that they have been granted access to or that have been shared with them.
When creating an assistant or a workflow, users can only select from the Knowledge Base items they have access to. This ensures that sensitive information is not inadvertently exposed.
If a user with higher permissions creates an assistant or a workflow and shares it with a user who has lower permissions, Cassidy will automatically limit the scope of the collections(s) for the user with lower permissions. This prevents the exposure of any information that the user should not have access to.
By effectively managing knowledge base permissions, you can ensure that the right people have access to the appropriate information while maintaining the security and confidentiality of sensitive data.