Knowledge base settings and user management

Managing knowledge base settings and configurations

The Knowledge Base Settings allow you to view and manage key configurations of your knowledge base. The name and description can be edited at any time, while other settings reflect your initial setup choices and are shown here for reference.

• Knowledge base Name: The editable display name of your knowledge base enables you to update it to reflect its purpose or usage context better.

• Description: Add or update a brief summary that describes the purpose and scope of the knowledge base.

• RAG definition: Displays the retrieval method selected during knowledge base setup (e.g., Vector store, Knowledge graph ). This setting is fixed after creation and cannot be modified.

• Vector store / Graph store: This section reflects the storage type selected based on your RAG definition:

  • If vector store is selected, the interface displays the configured vector store engine (e.g., Economical).

• If knowledge graph is selected instead, this section will show the corresponding graph store configuration.

• File Store: Displays the selected storage option for managing knowledge base documents or structured data relationships. This setting is fixed after creation and cannot be modified.

• Embedding model: Displays the embedding model chosen during setup (e.g., text-embedding-3-large). This configuration is locked and cannot be changed from the settings panel.

• Retrieval settings: Offers flexible, editable controls to customize data retrieval during queries (e.g., Top-K, Score Threshold).

After reviewing and adjusting the necessary fields, click the ‘Update’ button to save and apply your changes. These updates will take effect immediately and reflect across all associated systems and workflows.

User management

You can control access permissions for your knowledge base from the User Management section. Permissions can be configured separately for Builders and Operators, allowing for granular control over who can view, manage, or interact with the knowledge base.

For each role, select an access mode using the available options:

• Custom: Restrict access to specific users

• Everyone: Grant access to all users in your organization

Configure custom access

If you select Custom for either role:

1. Use the corresponding search field (Search Builder or Search Operator) to find users.

2. Enter a user’s name to view matching results.

3. Select users from the list to add them to the access configuration for that role.

This role-based access control model allows you to define precisely who can access and interact with the knowledge base, improving governance, security, and operational flexibility.