How to Create a New Category in the KB and Change the Appearance for External Clients.

This guide will walk you through the process of creating a new Category on the KB. You can change the color scheme, font, what the categories look like on the client side all from this dashboard.

HubSpot Home Page

Service > Knowledge Base

Click on ServiceTab

Click on Knowledge Base

This is Our Home Page for the KB

Our homepage looks different from the clients homepage, we can make lots of edits of our KB from this dashboard.

Click on Customize Template

This is the area where you can Change the Appearance of the KB for our Clients

The Box to the left of your screen will have different Categories for you to Update

I am going to show you how to update the Category Section because this is the area we will be updating frequently.

Click "Categories"

This will allow you to add, update and or delete existing Categories

When you Create a New Category, it is important to give it a Title and Description, this way clients know what type of user guides can be found in the new Category Folder.

Once your category is created, Click Create in the right hand corner

This will save the new category. Refresh your screen to view the new category.

To view the New Category look on the Left of the screen

Scroll to the bottom of the Category list to view the Category you added

For internal use the Category says Not Visible( this means it isn't visible on the client side)

Step for Making the New Category Visible:

When you create a new Category for the Clients, you will want to click in the box next to the category name to make it visible on the client side.

Click on Organize Categories

This will allow you to view and move/edit the Category anywhere in the Category list to the left
You can click on your new category, a hand icon will appear, this will allow you to drag and drop the new category in a different place in the list of categories.

Currently our list for clients in Alphabetized, minus the top 3 categories.

Once you have the Category in the desired position in the list click Update in the upper right hand corner of the screen.
Always refresh your screen when you have updated anything so you can view what you updated.

How to View the Client KB from our Dashboard

Click the VIEW tab at the top of our Dashboard to be directed to the Client KB

https://help.schoolpathways.com/knowledge

Client KB Click Here

View of the Client KB