Knowledge Base

• Creating and editing an article Author KB articles under Knowledge base in the staff app; set a title, body, category, visibility, and status.
• Using the editor: images, tables, and code The TinyMCE editor supports images, tables, and code; images must be uploaded (pasted base64 is not kept).
• Organizing with categories and subcategories Manage a two-level category tree; each category has a sort order and a default visibility applied to new articles.
• Article slugs and SEO basics Slugs are hyphenated, globally unique URL fragments; the excerpt becomes the public meta description.
• Visibility levels explained Visibility runs internal, all clients, specific clients, then public — and public is a superset of all clients.
• Publishing an article to your public site To appear publicly, an article must be published, set to Public, in a category — and the public KB must be enabled.
• Marking articles for specific clients Set visibility to specific clients and assign companies; only those companies' portal contacts can see it.
• Enabling your public knowledge base Turn on the public KB and set a Public base URL in System settings; while off, /kb returns 404.
• Branding your help center The public KB brands itself from your company name, accent color, logo, and support email in settings.
• Put your KB on your own domain: the three setups Serve the public KB on your instance host, a dedicated subdomain, or your marketing site via reverse proxy.