Knowledge Base Management for Company Admins

by Fahd Saeed Updated Jun 19, 2020

Quick Video

Instructions

Please see the detailed steps below for viewing/creating knowledge Base articles within MyPortal.  If you are a Company Admin you can create articles under different categories which can be seen by all the contacts within your organization.

View Articles

Please follow instructions in this article on how to view articles within MyPortal

Manage Articles

Create Content
  1. Please follow instructions here to login to MyPortal
  2. Once logged in click on Company>Knowledge Base sub-menu
  3. Click on the Add icon to create a new article
  4. Fill out all the form fields. 
  5. Click on Submit

Newly created article will show under the category selected at the time of creating the article. 

Edit Content
  1. Please follow instructions here to login to MyPortal
  2. Once logged in click on Company>Knowledge Base sub-menu
  3. Click on the Edit All icon to edit any article
  4. Click on Edit icon in the sliding window
  5. Update necessary fields. 
  6. Click on Submit

Updated article can be previewed by clicking on the article title. 

Delete Content
  1. Please follow instructions here to login to MyPortal
  2. Once logged in click on Company>Knowledge Base sub-menu
  3. Click on the Edit All icon to edit any article
  4. Click on Delete icon in the sliding window
  5. Confirm if you would like to proceed with deletion

Selected article would be deleted from MyPortal. 

Please watch the video above with detailed instructions on how to create/update/delete an article within MyPortal

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