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            Choose the Sharing or Access Model for Lightning Knowledge

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            Choose the Sharing or Access Model for Lightning Knowledge

            The standard Salesforce sharing model contrasts with the default for Knowledge, which uses data categories to control access beyond object permissions. When you use standard sharing, data categories no longer control record access. Your knowledge base continues to use data categories to classify articles. Data categories affect searches and queries and can be used as filters.

            Required Editions

            Available in Lightning Experience. View supported editions.

            To use the Salesforce sharing model for Knowledge:

            1. From Setup, enter knowledge in the quick find box and select Knowledge Settings.
            2. Click Edit.
            3. Under Sharing Settings, select Use standard Salesforce sharing.
              Knowledge Settings page.
            4. Save your changes.
            5. To view the sharing settings for Knowledge, from Setup, enter sharing in the quick find box and select Sharing Settings. By default, the knowledge object uses Public Read/Write for internal users and Private for external access.
            6. To add a sharing rule, click New under Knowledge Sharing Rules.

            You can switch from Salesforce sharing back to data category sharing by deselecting Use standard Salesforce sharing in the Knowledge Settings page. We recommend that you delete all sharing rules for knowledge articles before you switch back to data category sharing. Before you can turn off standard sharing, make sure that the organization-wide default access for internal and external users is Public Read/Write. Wait for any sharing recalculations to finish because you can’t change the sharing model while calculations are in progress.

            See Also

             
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