How to Edit a Knowledgebase

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

Step 2: “Manage Knowledgebase” screen will be displayed as below, then search for the knowledgebase that need to be edited.

To search for a knowledgebase please refer to How to Search a Knowledgebase

Step 3: Hover mouse over the gear icon of the knowledgebase needs to be updated, and click on “Edit” icon

Step 4: Edit the details on “Edit Knowledgebase” screen. Bold labels are mandatory fields and cannot be blank or empty. Click on “Save” button to update the knowledgebase and go back to “Manage Knowledgebase” screen, or click on “Save & Add Knowledgebase” button to update the current 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, or click on “red cross” icon to remove the department.
• 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, or click on “red cross” icon to remove the projects.