How do I set up Fusion Knowledge Management in the Redwood User Experience?

You can use the following high-level steps to implement Fusion Knowledge Management in Redwood User Experience.

  • Enable Knowledge Management in Redwood User Experience
    • Get your Cloud Account Details from the Welcome Email
    • Enter the Promotion Code
    • Enable Knowledge with Redwood User Interface Feature
    • Create a Setup User
  • Implement Knowledge Management
    • Create User Groups
    • Create Additional Custom Content Types
    • Create a Knowledge Author User
    • Create a Customer Service Representative
    • Assign Locales to Users
    • Schedule Required Knowledge Processes
  • Verify implementation
    • Verify Your Knowledge Implementation Setup as an Author
    • Verify your Knowledge Implementation Setup as a Customer Service Representative

This flowchart illustrates these implementation steps and provides information on the related roles and UIs.

This flowchart shows the steps that the initial user needs to perform to enable knowledge management for Redwood user experience. This flowchart shows the steps that the setup user needs to perform to implement knowledge management. This flowchart shows the steps that a knowledge author and a customer service representative need to perform to verify the knowledge implementation.

For more information on setting up Knowledge Management, refer to the How do I get started with Fusion Knowledge Management in the Redwood User Experience? playbook.