Overview

Knowledge Base (KB) Suggestions lets SafeBase users capture new, manually-provided or modified responses as they finish a security questionnaire, route them to an approval queue, and add them to the official Knowledge Base only after the content has been vetted.

Why it Matters

More contributors – Leverage more of the work that an organization's team does when answering questionnaires.

Controlled quality – This lightweight review step prevents unpolished responses from polluting the KB.

SafeBase supports adding questionnaire's modified answers straight into the Knowledge Base. KB Suggestions builds on that flow with an optional approval layer.

How to use Knowledge Base Suggestions

Enable the suggestions queue

Navigate to Settings → Knowledge Base
Enable the setting called: ”Allow new answers from Questionnaires to be sent to the Suggestions queue for review"
Click Save

Note: Leave this toggle off to disable to prevent capturing of suggestions

Roles and Permissions

In order to use KB Suggestions, two specific permissions must be considered:

The ability to complete questionnaires
The ability to edit the Knowledge Base

Users who can complete questionnaires and edit the Knowledge Base will see a slightly different experience for the suggestions flow than users who can complete questionnaires but cannot edit the Knowledge Base. These differences are shown in the next section. Here are the roles that can interact with Suggestions, and their specific permissions:

Admin - can complete questionnaires and edit the Knowledge Base
Questionnaire Manager - can complete questionnaires and edit the Knowledge Base
(Legacy) Questionnaire Manager - can complete questionnaires but cannot edit the Knowledge Base

Read more about our new and legacy roles.

Add Answers as Suggestions

In the questionnaire header, click Complete.
In the Complete questionnaire modal, select Add X manually edited answers.
- Users who are able to edit the Knowledge Base can choose to add their manually edited answers as Knowledge Base answers directly (skipping the suggestion queue) or they can add their manually edited responses to the suggestion queue)
- Users who are not able to edit the Knowledge Base can only choose to add their manually edited answers as suggestions.

Users with KB edit permissions will see an option to add edited responses directly

Users without KB edit permissions will be able to add suggestions only

Select the desired Access level for the Knowledge Base entry:
- Internal = only visible by members of your organization
- Private = visible to your Trust Center visitors after they have been granted access to your Trust Center
- Public = visible to all Trust Center visitors
Finish by clicking Complete questionnaire

Review and Act on Suggestions

Navigate to Knowledge Base (FAQ) → Suggestions.
Use the left checkboxes to select multiple entries and choose Accept or Dismiss from the bulk‑action banner, or click the green ✓ / red ✕ icons on the far right of each row.

When accepting individual suggestions via the green checkmark, verify the content in the Accept Knowledge Base Suggestion dialog and adjust metadata as needed. Using the bulk action banner will not expose this modal.

Accepted entries immediately become searchable, reusable answers in the Knowledge Base. Dismissed entries are dropped.

Additional Details

In multi‑product orgs, each suggestion is tagged to the product that the questionnaire belongs to. The Product field after accepting the suggestion.

Best practices when using Knowledge Base Suggestions

👍 Do	🚫 Don’t
Encourage questionnaire contributors to flag all helpful new answers as suggestions – reviewers can triage later.	Skip the review queue entirely if your KB has multiple editors of varying expertise.
Establish a regular cadence for KB reviewers to clear the Suggestions list.	Let suggestions pile up; stale answers lose context fast.
Use consistent Access levels so internal‑only answers don’t accidentally become visible on your Trust Center.	Publish answers that reference confidential data without checking permissions.
Combine KB Suggestions with Potential Issues to keep content current and deduplicated	Assume AI assistance will work well if your KB is outdated or inconsistent.