Create a Knowledge Base

There are two main ways to create a knowledge base.

  1. You start creating your first knowledge base when you first sign up for an account.
  2. You click on + New Knowledge Base from your dashboard. You can get to the dashboard by clicking on the owl in the top left of the navigation bar or going to Your Account > Knowledge Bases (or Account > Knowledge Bases for non-admin users).

If you don't see the option to add a new knowledge base, you probably don't have another knowledge base available on your account. Click on Your Account > Upgrade to upgrade to a plan with more kbs, or contact us for help.

While you are creating your knowledge base, we walk you through a few steps to get you started. Don't worry too much about any of these options since they can all be changed once the knowledge base is created. Here's the options available during the initial creation:

  1. Give you site a name and a URL.
    1. Both options are available under Settings > Basic after creation.
    2. URLs can only contain lowercase letter, numbers, and dashes. Private domain (your own custom URL) can be set up under Basic > Settings after creation.
  2. Upload a logo and pick a base theme.
    1. Your logo appears in the top left of your knowledge base theme by default and is also visible in your dashboard.
    2. Your theme can be fully customized under Settings > Style . 
  3. Add categories or start from scratch.
    1. Start from scratch if you aren't sure what top level categories you need yet.
      1. You can create categories and sub-categories later under Knowledge Base > Articles.
    2. Quickly create some top level categories to give your knowledge base some structure right away.
      1. You can create and edit categories and sub-categories later under Knowledge Base > Articles.
  4. Who can access your content?
    1. Everyone: Make your knowledge base publicly available to anyone with the URL. You can choose to include a login option for readers to log in for access to restricted content.
    2. Require all readers to log in: Make your knowledge private for individual readers. Only users and readers with a valid login can view your content.
    3. Only allow people coming from specific IP addresses, or use a shared password: More ways to make your site private and restrict access.
    4. Other security options including remote authentication and SSO are available under Settings > Security.