To control who can access tabs (and the categories or articles within those tabs) you can associate one or more member groups with tabs. Only users who belong to one or more of the member groups associated with the tab will have access to the tab & any content within the tab.
If the user does not belong to any of the member groups associated with the tab the tab will not be displayed and no content from categories within the tab will ever be visible to the user.
This can be helpful if you want to create private tabs for groups of customers or employees or control which tabs are visible based on the member groups associated with users.
Creating an Internal Tab
To demonstrate member groups we'll create a private knowledgebase tab that will only ever be visible to users within a new "Internal" member group we'll create. The basic steps are...
- Visit the InstantKB Admin CP
- Hover over Members on the Left and click Manage Member Groups
- Click the Add Member Group button
- Provide a name for your member group. For example "Internal Users". Leave all other settings as default. Save the member group.
- Hover over Tabs on the left and select Add Tab
- Provide a name for your tab, for example "Internal Articles". For the Tab Type select "Knowledgebase". For the member groups ensure you select only the "Internal Users" member group we created previously.Ensure you choose to show the tab in either the main navigation or within the side navigation.
Thie new "Internal Articles" tab we create will now only ever be visible to users if they also belong to the "Internal Users" member group we associated with the "Internal Articles" tab.
To associate users with specific roles you can hover over members within the Admin CP and select Manage Members. When you edit a users profile within InstantKB you can associate one or more member groups with any individual user.
Guests / non-authenticated users
To ensure a tab (and the content within the tab) is accessible to users who are not authenticated / logged in you will need to associate the tab within the built-in "Anonymous" member group.
If you want to ensure users must at least login before they can view a tab you'll need to simply ensure the tab is not associated with the anonymous member group and is associated with the built in registered members group.
Disabling / Hiding Tabs
If you wish to hide a tab within InstantKB you have a couple of options.
Associate the tab with a member group no one belongs to
This is the more secure option as this employs the role based security built into InstantKB to ensure users can never access the tab or any content within the tab. For examples lets say you wanted to hide the "Submit Ticket" tab. First create a new member group called "Hidden Content". Next Edit the "Submit Ticket" tab and associate this with only the "Hidden Content" member group. Providing no users belong to the "Hidden Content" member group the Submit Ticket tab will never be displayed.
Note: To ensure you don't accidentally lock yourself out of tabs within InstantKB the role based security is never applied for administrators within the Staff CP. This means you'll still see the "Submit Ticket" tab within the Staff CP whilst logged in as an administrator. If you're account is only associated with a staff role and not an administrator role role based security will be applied within the Staff CP so as a staff member the Submit Ticket tab would be hidden.
Hide the tab within the navigation
You can hide the tab within the navigation. To hide the tab within the navigation simply hover over Tabs within the Admin CP and select Manage Tabs. Edit your tab and ensure the "Show in Main Navigation" and Show In Side Navigation" check boxes are un-chcked.
Although the tab will appear hidden within the navigation any content within the tab you hide will still be searchable and accessible if you belong to any of the member groups associated with the tab. If you don't have any content within the tab (for example you've never used the tab) this option may be helpful.