Create a Role for Custom Knowledge Setup Users

The out-of-the box job roles do not have all the capabilities that a knowledge setup user needs to implement Knowledge in the Redwood User Experience. So, apart from associating certain out-of-the-box job roles to the setup user, you also need to provide certain additional duties and privileges. To provide these additional duties and privileges to the setup user, you need to create a custom knowledge setup user role with the required Function Security policies and Data Security policies, using these steps:

1. Sign in as the initial user.
2. Go to Tools, and click Security Console.

3. On the Roles page, click Create Role.

   The Create Role wizard appears.

4. On the Basic Information page, provide:
   1. A Role Name, for example: Knowledge Setup User Role
   2. A Role Code, for example: KM_Setup_User_Role
   3. Role Category as Common - Abstract Roles
5. Click Next.
6. On the Function Security Policies page:
   1. Click Add Function Security Policy, search for and select Knowledge Authoring with Redwood User Interface, and click Add Privilege to Role.
   2. Click Add Function Security Policy, search for and select Access Knowledge Home in Service with Redwood User Interface, and click Add Privilege to Role.
7. Click Next.
8. On the Data Security Policies page, create the following data security policies:
   • For Content Types:
     1. Click Create Data Security Policy.
     2. Enter a data security Policy Name for content type, for example: DSP_Content_Type.
     3. For Data Resource, search for and select “Knowledge Content Types”, and click OK.
     4. Ensure Data Set is set to “All values”.
     5. From the Actions menu, select all of the following:
        • Clear Checkout Article of a content type
        • Delete Article of a content type
        • Publish Article of a content type
        • Translate Article of a content type
        • Update Article of a content type
        • View Article of a content type
     6. Click OK.
   • For User Groups:
     1. Click Create Data Security Policy.
     2. Enter a data security Policy Name for content type, for example: DSP_User_Group.
     3. For Data Resource, search for and select “Knowledge User Groups”, and click OK.
     4. Ensure Data Set is set to “All values”.
     5. From the Actions menu, select "Access Content with User Group".
     6. Click OK.
   • For Department:
     1. Click Create Data Security Policy.
     2. Enter a data security Policy Name for content type, for example: DSP_Department.
     3. For Data Resource, search for and select “Knowledge Departments”, and click OK.
     4. Ensure Data Set is set to “All values”.
     5. From the Actions menu, select "Access Content with Department".
     6. Click OK.
   • For Workflow Steps:
     1. Click Create Data Security Policy.
     2. Enter a data security Policy Name for content type, for example: DSP_Workflow.
     3. For Data Resource, search for and select “Knowledge Workflow Steps”, and click OK.
     4. Ensure Data Set is set to “All values”.
     5. From the Actions menu, select "Approve or reject a Knowledge Workflow Step".
     6. Click OK.
9. Click Next to view the role hierarchy.
10. Click Next to view the segregation of duties.
11. Click Next to view users.
12. Click Next to review the summary.

13. Click Save and Close.

    You get a confirmation message. For example: Your process 129430 was submitted. Check the status on the Administration tab.

14. Click OK.