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How-To

How to Make Knowledge Bases Private

Control who can access your knowledge base by making it private. Private knowledge bases require authentication to view, perfect for internal documentation or customer-specific content.

What Are Private Knowledge Bases?

Private knowledge bases are not publicly accessible. Only users with proper authentication can view the content. This is useful for:

  • Internal company documentation
  • Customer-specific knowledge bases
  • Confidential information
  • Team-only content

Making a Knowledge Base Private

Step 1: Access Settings

  1. Go to your knowledge base dashboard
  2. Select the knowledge base to make private
  3. Click "Settings" or "Configure"
  4. Find "Privacy" or "Access Control" section

Step 2: Enable Privacy

  1. Find "Public/Private" toggle
  2. Switch to "Private"
  3. Configure access settings
  4. Save changes

Step 3: Configure Access

Choose who can access:

  • Team members only: Only your team can view
  • Specific users: Grant access to specific people
  • Authenticated users: Anyone with Zuro account
  • Custom access: Configure custom rules

Access Control Options

Team Members Only

  • Only team members with access can view
  • Based on team member assignments
  • Respects role permissions
  • Most restrictive option

Authenticated Users

  • Anyone with a Zuro account can view
  • Requires login to access
  • Good for customer portals
  • Less restrictive

Custom Access

  • Define specific access rules
  • Grant access to specific users
  • Set custom permissions
  • Most flexible option

Managing Access

Adding Users

  1. Go to knowledge base settings
  2. Find "Access Control" section
  3. Click "Add User" or "Grant Access"
  4. Enter user email or select from team
  5. Set permissions
  6. Save changes

Removing Access

  1. Go to access control settings
  2. Find user to remove
  3. Click "Remove" or "Revoke Access"
  4. Confirm removal
  5. Access revoked immediately

Viewing Access List

  • See all users with access
  • View their permissions
  • Check access dates
  • Monitor who has access

Private vs Public

Public Knowledge Base

  • Anyone can view: No authentication required
  • Searchable: Appears in search engines
  • Shareable: Can share links freely
  • Good for: Public documentation, help centers

Private Knowledge Base

  • Requires authentication: Must log in to view
  • Not searchable: Won't appear in search engines
  • Controlled access: Only authorized users
  • Good for: Internal docs, customer portals

Use Cases

Internal Documentation

  • Company policies and procedures
  • Team-specific documentation
  • Confidential information
  • Internal processes

Customer Portals

  • Customer-specific knowledge bases
  • Private support documentation
  • Personalized content
  • Secure information sharing

Partner Access

  • Partner-specific documentation
  • Collaborative content
  • Shared resources
  • Controlled information sharing

Best Practices

Access Management

  • Review regularly: Audit who has access quarterly
  • Remove unused access: Revoke access when no longer needed
  • Use appropriate permissions: Don't over-grant access
  • Document access: Keep track of who has what access

Security

  • Strong passwords: Ensure users have strong passwords
  • MFA recommended: Enable MFA for sensitive KBs
  • Monitor access: Review access logs regularly
  • Update permissions: Keep permissions current

Content Organization

  • Separate public/private: Keep public and private content separate
  • Clear naming: Name KBs clearly (e.g., "Internal - HR Docs")
  • Organize by purpose: Group related private KBs
  • Document purpose: Note why KB is private

Troubleshooting

Can't Access Private KB

  • Verify you have access granted
  • Check your role has view permissions
  • Ensure you're logged in
  • Contact KB owner if needed

Access Not Working

  • Verify access was granted correctly
  • Check user email is correct
  • Ensure KB is set to private
  • Refresh and try again

Can't Make KB Private

  • Check your plan supports private KBs
  • Verify you have Owner or Admin role
  • Check subscription is active
  • Contact support if issues persist

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