Application administrators of the Knowledge Base application can follow this guide to set up the admin side ready for content to be added on the front end.
Head to Applications > Admin > Knowledge Base
Categories tab
- Current categories
These are listed in the main area of the screen.
An overview of how many articles (and Questions if in use) exist in each is given.
The 'uncategorised' is a hardcoded category that cannot be deleted.
Anyone can save an article without a category to update later.
For this reason, ensure all categories you want to use are created as new; do not rename 'uncategorised' as it will still behave the same way.
- Create new category
Create categories that KB guides can be saved under.
Permissions are applied per category to determine who can see them on the front end and manage articles.
Subcategories can be created as needed.
Fill out the details when creating a new category.
Once done, click 'Add category' to save it, and it will appear on the front end for use.
- Parent Category: Choose a parent if the category you are creating should be a subcategory (otherwise leave blank)
- Category name: The title of the category
- Description (Optional): This allows a category template to be created, which will appear ahead of article results when filtering by category label, e.g. a certain image
- Permissions: Users/roles/groups can be defined here to give rights to see or interact with content
- View: Can view articles in this category
- Create an article: Will see the 'add article' button and be able to create one in this category
- Publish an article: Will be able to make their articles live (and not just a draft)
- Edit all articles: Will see the edit button for articles in this category and be able to make changes
- Delete all articles: Will see the bin icon for articles in this category and be able to remove them
If Questions are enabled - Ask a question: Can create a new question
- Edit all questions: Can edit any question across users
- Delete all questions: Can remove any question across users
- Category expert: Within this category, the users defined in this field can answer questions and endorse articles.
- Only allow...: When enabled, this option means only category experts can answer questions submitted in this category (rather than anyone with permission to do so).
Articles tab
This area lists all KB articles that exist so administrators can assist with their management as required.
This article information can be exported to a CSV for record keeping if necessary:
Use the icons to view, edit or delete articles directly from this area:
Use the filters to return different results:
Questions tab
This is an optional feature.
Enable or disable the Questions functionality using the button:
Otherwise, the Questions created by users with permissions can be managed by administrators.
They can view, edit, or delete them using the icons and use the filters to change the results.
If needed, all questions can be downloaded to a CSV.
