> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Permissions and structure

> Organize your Knowledge Base with collections and folders, and control who can access what.

Organize your [Knowledge Base](/knowledge-base/overview) content into collections and folders, and control access with granular permissions so the right people see the right information.

## Understanding collections and folders

**Collections** are top-level containers that group related knowledge. Each collection has its own permissions. By default, all users can access the **General Knowledge** collection.

**Folders** live inside collections and add another layer of organization — for example, "Policies", "Product Docs", or "Sales Materials". Folders inherit permissions from their parent collection.

You can nest folders within folders for deeper organization.

## Create a collection

<Steps>
  <Step title="Navigate to the Knowledge Base">
    Click **Knowledge Base** in the sidebar.

    <Frame>
      <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-sidebar-nav.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=b4b1165d5e33e05ecf664221bad021f7" alt="Sidebar with Knowledge Base highlighted" width="508" height="872" data-path="images/knowledge-base/kb-sidebar-nav.png" />
    </Frame>
  </Step>

  <Step title="Open the collection dropdown">
    Click the current collection's name at the top of the page to open the collection dropdown.

    <Frame>
      <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-collection-dropdown.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=c43dc8424d50d64d568642205531b863" alt="Collection name at top of Knowledge Base page with dropdown open" width="592" height="428" data-path="images/knowledge-base/kb-collection-dropdown.png" />
    </Frame>
  </Step>

  <Step title="Create a new collection">
    Click **+ Create New Collection** at the bottom of the dropdown.

    <Frame>
      <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-collection-dropdown.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=c43dc8424d50d64d568642205531b863" alt="Dropdown showing Create New Collection option at the bottom" width="592" height="428" data-path="images/knowledge-base/kb-collection-dropdown.png" />
    </Frame>
  </Step>

  <Step title="Configure the collection">
    Enter a name and description for the collection. Set the **General Access** level:

    * **Team can edit** — anyone in your organization can view and edit
    * **Team can view** — anyone can view but not edit
    * **Restricted** — only specific people and groups can access

    <Frame>
      <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-create-collection-dialog.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=1a32693b7dc302d53f7629617f9a4f5c" alt="Create collection dialog with name, description, and General Access options" width="1196" height="928" data-path="images/knowledge-base/kb-create-collection-dialog.png" />
    </Frame>
  </Step>

  <Step title="Save">
    Click **Create**.
  </Step>
</Steps>

<Tip>Use collections to separate content by team or department — for example, "Customer Support", "Sales", "HR".</Tip>

## Create folders

<Steps>
  <Step title="Navigate into the collection">
    Open the collection where you want to add a folder.
  </Step>

  <Step title="Add a folder">
    Click **+ Add** and select **New Folder** (or click **New Folder** from the collection homepage).

    <Frame>
      <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-add-new-folder.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=4c654f869b06d22b2fdca6e451156153" alt="Add dropdown with New Folder option" width="1766" height="1116" data-path="images/knowledge-base/kb-add-new-folder.png" />
    </Frame>
  </Step>

  <Step title="Name and save">
    Enter a descriptive name for the folder and click **Save**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-new-folder-dialog.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=586eb429d834cfe5649f177d39be518a" alt="New folder dialog with name field" width="1184" height="492" data-path="images/knowledge-base/kb-new-folder-dialog.png" />
    </Frame>
  </Step>
</Steps>

<Tip>You can move documents between folders by dragging and dropping, or by selecting documents and clicking **Move**.</Tip>

## Manage permissions

<Steps>
  <Step title="Open the collection">
    Navigate to the collection you want to manage.
  </Step>

  <Step title="Open Share settings">
    Click **Settings** then click **Share**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-collection-share-option.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=3beb89cbd6c3dde1e99e013578de6b6c" alt="Collection settings with Share option visible" width="594" height="394" data-path="images/knowledge-base/kb-collection-share-option.png" />
    </Frame>
  </Step>

  <Step title="Adjust access type">
    Choose one of the following:

    * **Team** — anyone in the organization can access the collection
    * **Restricted** — only specific people and groups can access

    <Frame>
      <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-share-dialog-permissions.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=1d8da649505490f0bce3330ec17c8769" alt="Share dialog showing General access set to Restricted with Team and Restricted options" width="898" height="802" data-path="images/knowledge-base/kb-share-dialog-permissions.png" />
    </Frame>
  </Step>

  <Step title="Add people or groups (if Restricted)">
    If using **Restricted** access, add people or groups by typing their names or email addresses. Set each person's or group's permission level to **Can edit** or **Can view**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-share-dialog-permissions.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=1d8da649505490f0bce3330ec17c8769" alt="Share dialog with people and groups added showing Can edit and Can view permission levels" width="898" height="802" data-path="images/knowledge-base/kb-share-dialog-permissions.png" />
    </Frame>
  </Step>

  <Step title="Save changes">
    Click **Done** to save.
  </Step>
</Steps>

## How permissions affect Agents and Workflows

Understanding how collection permissions work across Cassidy:

* Users can only see Knowledge Base items within collections they have access to
* When creating an [Agent](/agents/overview) or [Workflow](/workflows/overview), users can only select Knowledge Base items they have permission to access
* If someone shares an Agent or Workflow that references collections the recipient can't access, Cassidy automatically limits the scope to prevent exposing restricted information

For more on managing what users can do with roles and what resources they can see with groups, see [Roles and groups](/settings/roles-and-groups).

## Next steps

<CardGroup cols={2}>
  <Card title="Set up your Knowledge Base" icon="book" href="/knowledge-base/setup">
    Upload documents, import from integrations, and add content.
  </Card>

  <Card title="Verify documents" icon="check" href="/knowledge-base/verify-documents">
    Review and verify your Knowledge Base content.
  </Card>
</CardGroup>
