Enable a New Workflow for Use in a Knowledgebase

All Versions of Knowledgebase

After initial creation of a Workflow it may appear to be unavailable for use with your Knowledgebase, as by default it will not be displayed in the Workflow dropdown.

Internal Access Profile permissions need to be assigned to a Workflow once it's been created.  Without permissions to a Workflow via the Internal Access Profile, users will not be able to utilize the Workflow.

Once a New Workflow is created, step through the following to grant permissions to it via an Internal Access Profile

1. Log into the Knowledgebase Admin Control Panel as a user with full administrator permissions
2. Navigate to Administration > Internal Access Profile
3. Click the name of an Internal Access Profile to which you wish to grant Workflow Permissions
4. Scroll down the page until you see the Workflow Access section of the permissions page
5. Place a checkmark in the permission boxes for the new Workflow.
6. Press the Save button
7. Users should log out then back into the Knowledgebase Admin Control Panel for the permission change to take affect.
8. Once logged back in the new Workflow will be available for use in the Knowledgebase.

Knowledgebase Admins setting up new Workflows in their Knowledgebase System

If you have additional questions, please contact our Support team at 877-373-7848 (option 2) or via email at cimsupport@moxiesoft.com.