1. Support Management
  2. Knowledge Base
  3. Publishing a Knowledge Base
  4. Adding a Knowledge Base as a Center Tab

Adding a Knowledge Base as a Center Tab

You can display a knowledge base in the navigation menu as a custom tab, which can also be displayed on your website. Individual knowledge bases can be displayed on a role-by-role basis. For example, an HR knowledge base is visible only to users with an HR role, or a support knowledge base to technical support staff.

Screenshot of a Knowledge Base custom tab in a navigation menu.

To display a knowledge base as a center tab, an administrator must enable the Intranet feature. Go to Setup > Company > Enable Features > Web Presence. On the Publishing subtab, check the box next to Intranet, and click Save.

You must create topics (or subtopics) and solutions before adding a knowledge base as a center tab. If you haven't created topics yet, see Creating Knowledge Base Topics. For information about assigning solutions to topics, see Creating Knowledge Base Solutions.

To add a knowledge base as a center tab:

  1. Go to Setup > Intranet > Tabs > New.

  2. Select New Presentation Tab. For more information, see Presentation Tabs.

  3. Enter a name for this tab in the Label field. This name will appear on the navigation menu or on your website.

  4. Check the Display in Website box if you also want to display this tab online on your website.

  5. On the Audience subtab, select the roles, departments, individuals, or groups who will have access to the knowledge base.

  6. Click Save. The new presentation tab appears on the navigation menu.

  7. Go to Lists > Support > Knowledge Base > New.

  8. In the Topic field, select the topic you want to publish in the new knowledge base presentation tab.

  9. In the Site field, select a website where you want to publish this knowledge base.

  10. In the Publish To field, select the tab that you have created in Step 6.

  11. Click Save.

Related Topics

General Notices