Implementation Overview

You can use this playbook to get started with the implementation of Knowledge Management in Redwood User Experience.

At a high-level, this is what you need to do to implement Knowledge Management:

• 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.