Overview
Our Knowledge Base allows admins to control the visibility level of content depending on the intended audience.
Access Levels
Internal
Items will only be visible for Organization Members who log in to app.safebase.io. They are not meant for customer/prospect visibility.
A common use case would be highly sensitive information meant to only be shared internally, such as company financial information. New content will have this selected by default.
Private
Items will be visible to external users after they have had their access approved and any necessary NDAs signed. These items are meant for customer/prospect visibility but not for the general public.
A common use case is sensitive information that requires an NDA, such as the type of DLP tool your organization uses. Approved users will be able to see both public and Private items.
Clicking on an item will open a modal. Users can search and filter as needed.
Public
Items will be visible to anyone who visits a Trust Center's public URL. They are meant to be shared with anyone and should not contain sensitive information. A common use case would be to display questions from the CAIQ questionnaire, which is designed to be public.
Note that this has one fewer question than in the previous screenshot, as one of them was marked as Private:
Specify Access for Single Items
Individual items can have their visibility changed when editing or creating a question:
Bulk Import Items with Access Levels
When importing a questionnaire using the Import button, you can optionally choose to have a 4th column that specifies the type of access level. If this column isn't specified, items will be marked as Internal by default.
A template is available in the app as a reference point:
