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Knowledge Base - Categories and Folders

 
The knowledge base is divided in to sections called Categories.  Each Category can have sub-folders for grouping articles together.  Access permissions are defined for each folder. Access permissions allow each folder to be publicly accessible (visible to all users without requiring log in) or restricted to users who have been assigned to a specific product or group.  Folders and the articles contained in a folder that has restrictions applied will only be displayed to users who are logged in to the dashboard.
 
Knowledge Base - Categories and Folders
1

Edit

1. Edit
Edit the category, folder or sub folder
2

Delete

2. Delete
Delete the category, folder or sub folder
3

Expand

3. Expand
Expand the contents of the category, folder or sub folder.
4

Knowledge Base

4. Knowledge Base
Main Tool bar icon for accessing knowledge base from the dashboard.
5

New Article

5. New Article
Create a new article.
6

New Category

6. New Category
Create a new top level category.  See Create New Category below for more information.
7

New Folder

7. New Folder
Create a sub folder under a category. See Create New Folder below for more information.
 
 
 
Create New Category
 
Knowledge Base - Categories and Folders
 
 
1

Category Title

1. Category Title
The title of the category that will be displayed to the users accessing the knowledge base..
2

Category Description

2. Category Description
A verbose description of the articles contained in the category.
3

Save

3. Save
Click this button to create the new category.
4

Cancel

4. Cancel
Click this button to cancel creating a new category.
 
 
Create New Folder
 
Knowledge Base - Categories and Folders
1

Folder Name

1. Folder Name
The name of the folder.  The name will be visible to users who have permission to access the contents of the folder, and will be displayed in the user interface.
2

Parent Category

2. Parent Category
Select the parent category for the folder to reside under.  The folder will be displayed under the selected category in the knowledge base user interlace.
3

Description

3. Description
User friendly description of the contents of the articles that will reside in this folder.
4

Internal Restriction

4. Internal Restriction
Restrict access to the folder to agents and staff only.  Folders with this checkbox checked will not be visible to consumer users.  Leave unchecked if you want consumer users to be able to access the contents of this knowledge base folder.
5

Visible to All users or Group

5. Visible to All users or Group
A folder can be assigned visibility to all users or to users assigned to a Group or Product.  In the case where a folder visibility is assigned to a group or product, the contents of the folder would only be visible to users who are also assigned to that specific group or product.
6

Products and Groups

6. Products and Groups
If visibility is set to "group" then one or more "groups or products" must be selected from the dropdown.  The selected groups represent the "groups or products" whose users will have access to the folder contents.
7

Save Changes

7. Save Changes
Save the changes and create the new knowledge base folder.
8

Cancel

8. Cancel
To cancel saving new folder changes.