Q: When both doc permissions and AI Table Advanced Permissions are on, which one wins?
A: A collaborator’s effective permissions are the combination of doc permissions and Advanced Permissions.When a member has both, the system first unions the scopes of the roles they’re in under Advanced Permissions, then intersects that with their doc permissions to produce the effective permissions.In general, doc permissions set the upper bound of what a collaborator can do; Advanced Permissions narrow the data scope and operations from there.
Q: Who can turn Advanced Permissions on/off and configure default and custom roles?
A: Any collaborator with the Manage permission can enable, modify, or disable Advanced Permissions — including collaborators who inherit Manage from a knowledge base or knowledge group.
Q: Will turning on Advanced Permissions affect existing collaborators?
A: Yes. Once it’s on, effective permissions become the combination of doc permissions and Advanced Permissions. By default, only Admins and members assigned to a custom role can access the AI Table — existing Editors and Viewers temporarily lose access until they’re assigned a role. If you switch to “all role members can access”, collaborators who aren’t assigned to any custom role will get the default role’s permissions intersected with their doc permissions.
Q: Will turning off Advanced Permissions affect existing collaborators?
A: Yes. Once it’s off, all collaborators revert to access and collaboration via doc permissions alone — the original Editor and Viewer permissions take effect again.
