---
title: "Configure Knowledge Management"
slug: "configure-knowledge-management"
updated: 2026-03-12T11:43:27Z
published: 2026-03-12T11:43:27Z
canonical: "help.symphonysummitai.com/configure-knowledge-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Knowledge Management

You can configure the various components of the **Knowledge Management** module.

To configure Knowledge Management module, perform the following steps:

1. Navigate to **Admin** > **Infrastructure** > **Tenant**.
2. On the **Tenant** page, select the domain name from the **Domain** drop-down list and click **Submit.** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-YN3QX9IX.png) Figure: Filters: Domain
3. The **Tenant** List page is displayed. Select the **Tenant** name for which you want to configure the Knowledge Management module. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-UYO1PQLB.png) Figure: Tenant page: List of Tenants

4. The **Tenant** Details page is displayed. Click **Configure Details** on the right-side action panel. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-4BFDOPCB.png)

> [!NOTE]
> Note
> 
> On the above **Tenant** Details page, **Domain**, **Tenant Code**, **Display Name**, and **Description** about the selected Tenant is displayed. If the **Active** check box is selected, it indicates that the selected Tenant is an active Tenant. The various module configured, not configured, and disabled for the Tenant is displayed on the page by the different color check marks:
> 
> 
> 
> - Orange indicates not configured module
> - Green indicates configured module
> - Grey indicates disabled module

5. Under the **Modules** section, select the module as **Knowledge Management.** The details about the **Knowledge Management** module are displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-GP3MBMY7.png) Figure: Knowledge Management - Tenant Details Page

#### Field Description

The following table describes the fields on the **Details** sections of **Tenant** page:

| **Field** | **Description** |
| --- | --- |
| **Details** |
| Allow Editing for Approver | Select this check box to allow the Approver to edit the Knowledge Record fields on the **Knowledge Record ID** page. |
| Allow Editing for Publisher | Select this check box to allow the Publisher to edit the Knowledge Record fields on the **Knowledge Record ID** page. |
| Enable AI Based Search | Select this check box to enable AI based search for Knowledge Records. The AI-based search results are more relevant to the End User's search criteria. The Knowledge Records are sorted based on 'Most Rated' value. On the following pages, the **Search** field becomes AI based: - **Knowledge Dashboard** - **User Dashboard** - **End User Dashboard** - **Knowledge Base** pop-up (**Incident** > **User** > **Manage Incidents** > **Incident** **List** > Select **Incident** > Click **Knowledge Base** on right side action panel) - **Global Search** > [!NOTE] > Note > > By default, the **Enable AI Based Search** check box is not selected. If the AI-based search is not enabled, then the search results are based on SymphonyAI in-built search algorithm. |
| API URL | Type in the API URL. This text box is available if the **Enable AI Based Search** check box is selected. |
| API Timeout | Type in the API Timeout value (in Millisecond). This text box is available if the **Enable AI Based Search** check box is selected. |
| API Key | Specify the key for the API. |
| Restrict Knowledge Record list view as per workgroup access | If enabled you can restrict the KA access to analysts based on workgroup. |

This section explains all the icons on the right-side action panel of the **Tenant** page.

#### Show List

Click **Show List** to display the List table showing all the configured Tenants. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-QUGM2DOD.png) Figure: Tenant page: List of Tenants

To update a Tenant detail, click the configured **Tenant Name**. Make appropriate changes and click **Submit**.

To display the inactive Tenants, click the **Include Inactive** check box.

> [!NOTE]
> Note
> 
> When the list Tenants is displayed under the **List** table, the **Add New** and **Tenant Label Display** actions are displayed on the right-side action panel.
> 
> - Click **Add New** to configure a new Tenant.
> - Using the **Tenant Label Display** action, you can configure a name for Tenant label. Type in the name for the Tenant label in the **Tenant Label Display** text box. Click **Sumit** to save the changes.

#### Show Tenant

Click **Show Tenant** to view the details of the selected Tenant. The **Tenant** page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-9XN2YFR9.png) Figure: Tenant Page
