Editing a team account

When you have multiple team accounts in your content management
Knowledge base requires the contribution of different personnel in different circumstances. Thus, Document360 provides the option to edit new team accounts at any point of your subscription.

Editing a team account

1. Go to Settings → Users & Security → Team accounts & groups and the Team account tab would be the default selection
2. You can view the existing team accounts in the project

3. Hover the mouse pointer over the team account you want to edit; the ** Edit** icon appears on the right
4. Click on the Edit icon. You can view a blade window on the right with in-depth information about the team account. The profile photo, first name, last name, and email of the team account are shown on the top left

:::

There are five sections available in this window:

• Basic details
• Portal role
• Groups
• Last sign-in
• Content role & access

a. Basic details

The team account's first name, last name, and email are displayed.

Click the Edit basic details to update the name of the team account.

Set up the basics

1. You can add/edit the First name and Last name

2. After updating the name, click the Save button

b. Portal role

The role level to the knowledge base portal for the team account would be displayed. Click on the Manage portal role to update the knowledge base portal role.

Portal role
To change the portal role:

1. Select the checkbox of the desired role

   For example, you change the Normal user to Admin to give additional access.

2. Click on the Save button

c. Groups

The list of groups that the team account has been associated with is displayed. Click on the Manage groups to add/remove the team account in the group(s)

Assign groups

• You can find the list of team account groups in the knowledge base project
• Filter by name: Type in the keyword to filter the group by name
• A team account can be associated with multiple groups simultaneously.

To add a team account to group(s):

1. Select the check box of the group(s) to which you want to add the team account
2. Click on the Save button

To read more about team account groups, see Team account groups.

d. Last sign-in

The last login details of the team account, such as date and time (UTC), are displayed.

e. Content role & access

The content role and access to the knowledge base content for the team account are displayed. A team account can have different levels of role and access to the knowledge base content.

For example, you want the team account to have the Editor role for a particular category.

• Click on the Manage content access roles & permissions to update the content role and content access of the team account

• A list of content role and access combination(s) associated with the team account would be displayed
• Click on the Add content role & access button to add a new content role and access combination.
• You can add the desired combinations as per the requirement
• When you hover the mouse pointer over the desired combination in the list, you will view the below two icons:
  a. Edit
  b. Delete

a. Edit

Click on the Edit icon to update the content access & role of the desired combination.

Content role
You can change the knowledge base content role of any team account.
To change the content role:

1. Select the check box of the role to which you want to assign the team account

   For example, you want to change the Draft writer to Editor to give additional access.

2. If you don't wish to update Content access, click on the Apply button

Content access
You can change the knowledge base content access of any team account.
To change the content access:

1. Select the check box of the content access to which you want to assign the team account

   For example, you want to change the access from Version/Language level to Category level to restrict the content access for a team account.

2. Click on the Apply button

b. Delete

To delete the desired content role & access combination from the list.

For example, you duplicated a content role & access combination, and you want to keep only one combination.

• In the Content role & access blade window, hover over the combination you want to delete; the Delete icon appears on the right
• Click on the Delete icon. The desired combination would be deleted
• After updating the content role & access the combination list, click on the Save button

Deleting a team account

If the team account is no longer required in the project, you can delete it.

1. Go to Settings → Users & Security → Team accounts & groups and the Team account tab would be the default selection
2. You can view the existing team accounts in the project

3. Hover the mouse pointer over the team account you want to delete. Delete icon would appear on the right
4. Click on the Delete icon

5. In the Delete confirmation prompt, click the Yes button