How do we show information to only a limited group of people?

Use user groups on knowledge documents so only the right people see them in search.

Some policies or guides should not appear for everyone. Harriet only surfaces knowledge documents in search when the asking user is allowed to see them.

How it works

In the Knowledge Base console, documents can be restricted to user groups.
If a document is limited to specific groups, only members of those groups (and users with appropriate admin access) will see it when Harriet searches your company knowledge.
Documents with no group restriction are available broadly to your organization’s members, subject to your overall Harriet setup.

Best practice

Define groups that match real boundaries: region, function, people managers, project teams, or sensitivity tiers.
Before uploading restricted content, confirm the document is assigned to the correct groups—mis-assignment is the most common cause of “wrong people saw this” or “nobody can find this.”

Example

Your US payroll runbook should be limited to US HR and Payroll groups. UK employees asking about pay will not see US-specific steps in search, while US payroll admins will.

Guardrails

Group membership is a visibility control, not a substitute for classification policy inside your own documents.
Owners and support roles that manage the Knowledge Base may still be able to manage documents across groups; align who can publish restricted content with your internal policy.