Documentation
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Configuration

In the Knowledge Bases Configuration view, you can update the knowledge base title, its visibility in portals, its status, and other options.

Before You Begin

The Configuration options are only available to the owner of the knowledge base and to users that have the Knowledge Administrator Role.

Options

  • Id. The Knowledge Base (KB) number. Once created the ID cannot be changed.
  • Default Language. The default language of the knowledge base (e.g. en-GB).
  • Name. The name of the knowledge base. This name will be displayed on the Search/Browse View and visible to readers.
  • Icon. Select an icon for the knowledge base. This is most visible on the knowledge base cards on the Search/Browse View.
  • Description. Add a brief, helpful description of the knowledge base written with your audience in mind.
  • Status. The status of the knowledge base. Select from Active, In Development, or Retired. Only active knowledge bases will be visible to readers.
  • New Articles Require Approval. Use this toggle to require each new article added to this knowledge base to be approved before being published.
  • Use In Employee Portal. Use this toggle to make the knowledge base visible in the Employee Portal.
  • Use In Customer Portal. Use this toggle to make the knowledge base visible in the Customer Portal.
  • Owned By. The owner of the knowledge base.
  • Last Modified By. When these knowledge base details were last modified, for example someone switches the toggle to show the knowledge base in the Customer Portal.

Deleting a knowledge base

You can only delete a knowledge base if it doesn’t contain any articles. This is a safeguard to prevent the accidental deletion of multiple articles. Individual articles can be deleted or moved to a different knowledge base.

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