MS CRM Portal Security : Content Access Level

Content Access Level is used to manage the accessibility of Knowledge Articles in Portal.

Take an example where some set of users we want to give access to few Knowledge Article and some user can access all Knowledge Articles.

So to give access of few Knowledge Article to some contact then Content Access Level will be assign to Knowledge Article and those contacts.

Out of the Box of portal, we get three Content Access Level Configured. 

• Default
• Premium Users
• Registered Users

However we can configure our own Content Access Level as we want and associate it with Account, Contact or any Web Role.

The Default Content Access Level will be associated to Authenticated and Anonymous User Web Role.

We can maintain the Knowledge Article by updating the version of it. The associate Content Access Level and Product will be automatically mapped to latest updated Knowledge Article.

Before publishing the Knowledge Article, we can validate it.

The search result of Knowledge Article depends on association of Content Access Level to login-user. Suppose, if user does not have Content Access Level associated and tried to open the Knowledge Article by forcefully then Article Unavailable message will be displayed.

First of all, if we want to user the Content Access Level, we should enable it for web site.

Login to your Dynamics, open the Portal Management App.

Site Setting - > KnowledgeManagement/ConentAcccessLevel

Set the value to True to enable it.

I will use Default & Premium User Content Access Level.

Let us take two portal user, assign one portal user with Default Content Access Level and another portal user with Premium User Content Access Level.

Now we have to set the Content Access Level to Knowledge Article.

To assign the content access level to Knowledge Article, it should be accessible first.

It can be access from Customer Service Hub app. Select this app or we can modify Portal Management App in designer to add Knowledge Article in Sub-Area of any Group.

Add Knowledge Article in Portal Management App.

 

Now we can go to Portal Management App and access the Knowledge Article to create new KAs.

Create two different Knowledge Article and will assign Default Content Access Level to one Knowledge Article and Premium User Content Access Level to another Knowledge Article.

Now When User 1 (which has Default Content Access Level) will be able to see Knowledge Article which as Default Content Access Level and another User 2 (which has Premium User Content Access Level) will be able to see only Premium User type Knowledge Article.

If user is assigned with both the Content Access Level then in user will get both the Knowledge Article in search result and will be able to open also.