Knowledge Base

The Knowledge Base module lets you publish help articles for staff and customers.

• Admin: Knowledge Base in sidebar — Dashboard, Articles, Categories, Analytics.
• Rich article editor with categories, tags, featured articles, and FAQ ordering.
• Public help center for customers; optional client portal integration.
• Permission: knowledge_base_module.

1. Create categories (Getting Started, Billing, Support, etc.).
2. Add articles with summary, HTML content, visibility (public/internal), and status (draft/published).
3. Mark articles as FAQ for quick lists on the help center homepage.
4. Attach files when needed; track views and helpful votes in analytics.

Published articles appear on the public Knowledge Hub (URL configured in landing page settings).

Customers logged into the portal can browse the same articles under their account.

Link from landing page quick links when enabled in Office settings.