Knowby
Knowby Teams
Explore Knowby Teams, our new feature that makes it simple to create and manage teams within Knowby Pro. Now you can effortlessly control access by restricting your knowbys to specific teams, ensuring the right people have the information they need when they need it.
Explore Knowby Teams, our new feature that makes it simple to create and manage teams within Knowby Pro. Now you can effortlessly control access by restricting your knowbys to specific teams, ensuring the right people have the information they need when they need it.
1

To start using the teams functionality, you will first need to create a team.

  • If you are an admin, you can create a team. For this, go to Settings (gear icon), select Manage Teams, and click Create Team. Then, name the team and choose its members.
2
  • On the Team Members screen, you can add or remove members and manage their roles within the team.
  • Enable or disable the Approver role for each member to manage the approval process for restricted knowbys.

If a member is organisation's Admin or Owner, they are automatically assigned as the Approver.

3

The Entire Organisation team includes all members. A Member can become an Approver by toggling the switch in the Approver column.

Note: Approvers in the Entire Organisation team can only approve knowbys available to the Entire Organisation. To approve knowbys restricted to specific teams, they must be made approvers in those teams.

4
  • To restrict a knowby to a specific team, go to the creation or editing screen, enter the info, click Save, and select Publish.
  • Choose Restricted to selected teams from the "Entire organisation" dropdown and select the team.

Knowby access can also be set when clicking Submit for approval if in draft status.

5
  • After selecting the team, click Next.
  • Enter a comment, if required by your organization's settings.
  • Choose an approver among the team members with the approver role.

If you're an admin, you can skip approver selection step and publish the knowby immediately by clicking Publish.

6
  • To view the knowbys restricted to your team, click on your profile (icon in the upper right corner), and select My teams.
  • Select a team name to see all knowbys restricted to your team.
  • View the list of team members under the Members tab.

Organisation admins will have access to all restricted knowbys even not being team members.

7
  • Your team's knowby will appear in the Knowbys tab with a team icon in the bottom right corner of the card.
  • To see which team it belongs to, click the three dots, select Knowby Details, and click on the dropdown on the cover thumbnail.
  • The Team row will show the list of all teams this knowby is restricted to.