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  • You can only have 3 active Data Category Groups and 100 Categories in 5 levels within each group. 
  • I think 3 groups is quite limiting, but I understand the complexity of them.


Permissions can be set by:

  • Role
    • This is useful for a hierarchical permission set mimicking the role hierarchy. 
      • Eg Territory based Knowledge articles for internal users.
  • Permission Sets
  • Profiles


Recommended Setup


  • Make your Data Category Groups quite generic. 
  • Use the hierarchy to be more granular.


  • Set your Default Data Category Visibility settings to None, or to only those that would absolutely be visible to ALL people, including internal users and all external users including community users and general public. 
  • Use Permission Sets to grant Visibility.