PAGES: Knowledge Base
Knowledge Base Page Overview
You can use Knowledge Base Pages to share information, display announcements, photos, videos and much more, depending on your needs.
Managing Knowledge Base Pages
To create a new Portal Page, simply navigate to Pages > Knowledge Base > Add New Page from the top menu, or navigate to Pages > Knowledge Base> Manage Pages and click Add New Page.
From there, you will be presented with a form that you can use to create your new Page, and assign it accordingly. There is a list of placeholders displayed which you can use inside the page content field. These placeholders will dynamically insert the corresponding information (such as the client’s email address) wherever the placeholder is placed within the page, and what info is displayed will change depending on what user is logged-in and viewing the page.
Use this field to assign desired Staff to the Page. Any internal Staff member can be assigned (excluding Freelancers)
Category / Menu Title
Use this field to assign the Page to a Category. You can also optionally use the + button next to the field to quickly create a new Category if you don’t already have one created that you need. From the Staff side of things, the assigned Category will serve as the title for the first level menu navigation tab. Your Staff will see this choice in their navigation under "Pages"
Use this field to define the main title for the Page. This title will appear in several places, such as in the Page admin table, as well as at the top of the page when any assigned user is viewing the Page.
Use this field to define the menu title for the Page. This is the title that will be used to link the Page inside the drop-down menu that displays for Staff when they hover over the main “Pages” top menu item. Generally, you will want to keep the Sub-Menu Title short (just a few words), so it will look nice in the navigation.
Use this field to add your desired page content for the Page. Basic text can be entered, or you can copy/paste more complex content from other sources. Additionally, you have the option to create the page content entirely using HTML, by clicking the “<>” button in the left corner of the editor toolbar.
When the Page is created and assigned the way you like, just click “Save” to save the new page. Assigned users will be notified via email about the new page, and they will be able to login and view it immediately.
Viewing Knowledge Base Pages