How to Add a New Knowledgebase

Step 1: Click on “Knowledgebase” tab on the top menu:

Step 2: Click on green plus icon on the “Manage Knowledgebase” screen

Step 3: Enter required details on “Add Knowledgebase” screen. Bold labels are mandatory fields. Click on “Save” button to save the new knowledgebase and go back to “Manage Knowledgebase” screen, or click on “Save & Add Knowledgebase” button to save the new knowledgebase and add another knowledgebase

Notes:

• If “Internal” checkbox is selected, the new knowledgebase will be available for staff only. Client will not be able to view it.
• If “Available for Everyone” checkbox is selected, the new knowledgebase will be available for everyone. If it is unselected, only staff who are involved in the departments list and only clients who are involved in the projects list can view the knowledgebase.
• Click mouse on “Departments” textbox to display the list of departments, and then select the department name to add the department for the new knowledgebase.
• Click mouse on “Projects” textbox to display the list of available projects, and then select the project name from the dropdown list to add projects for new knowledgebase.