Lightning Knowledge user access
Key Takeaway
To create and publish articles in Lightning Knowledge, a rep needs "Knowledge User" selected on their user record, plus "Manage Articles" and "Publish Articles" from a permission set or custom profile. The public groups and article actions of Knowledge in Salesforce Classic don't grant these abilities in Lightning Knowledge.
Lightning Knowledge user access decides who can read, create, edit, publish, archive, and delete knowledge articles. Authoring needs more than reading does: the Knowledge User license, user permissions, and object permissions on the Knowledge object. When you know which pieces each task needs, you can work out why a rep can read an article but can't edit or publish it.
Where authoring access comes from
Knowledge in Salesforce Classic uses public groups and article actions to give reps authoring access. Lightning Knowledge uses user profile permissions or permission sets instead. When Lightning Knowledge is enabled, user profile permissions replace article actions with public groups, which means public groups and article actions no longer grant authoring abilities.
Permissions aren't the only piece. To do more than read articles, a rep also needs the Knowledge User license, which you grant by selecting "Knowledge User" on the rep's user record.
A rep who creates and publishes articles in Lightning Knowledge needs all of these:
- The Knowledge User license
- "Manage Articles" and "Publish Articles", from a permission set or custom profile
- Create, Read, Edit, and Delete on the Knowledge object