ITarian

Manage FAQ Categories

• Frequently Asked Questions (FAQs) can be added to categories of your choice. New FAQs must be added to an existing category.

• Click 'Knowledgebase' > 'Categories' to add, view and edit FAQ categories.

• Categories can be made 'Public' or 'Internal'. Individual FAQs can also be made 'Public' or 'Internal'.

• 'Public' category + 'Internal' FAQ = FAQ is internal.

• 'Public' category + 'Public' FAQ = FAQ is published to end-users.

• 'Internal' category + 'Internal' FAQ = FAQ is internal.

• 'Internal' category + 'Public' FAQ = FAQ is internal.

• To publish a category, select the checkbox next to it then click the 'Make Public' button.

• To make a category private, select the checkbox next to it then click the 'Make Internal' button.

• Name: The label of the category. Click a name will open its update screen.

• Type: Indicates whether the category is published or internal.

• FAQs: The total number of FAQs available under the category. Click a number to open the  respective 'FAQ Category' screen. See 'FAQs' for more details.

• Last Updated: Precise date and time at which the category details was edited and updated.

From the interface, a staff member can:

• Add a new category

• Edit a category

• Delete a category

• Mark a category as public or private

To add a new category

• Click the 'Add New Category' link at the top
  

The 'Add New Category' dialog appears.

• Category Type: Select whether the FAQ category should be marked as 'Public' or 'Private'. By default it will be selected as 'Private'.

• Visible for Role: Specify which staff roles can view the FAQs in the category. Select 'All' to let all staff view them. Choose 'Only Selected' to restrict visibility to certain staff roles.

• Visible for Customer: Specify which customer's users are allowed to view the FAQs in this category. Select 'All' to allow any customer's users to view them. Choose 'Only Selected' to restrict visibility to users of certain companies.

• Category Name: Enter a short, descriptive name for the FAQ category.

• Category Description: Enter a brief description for the category.

• Internal Notes: Add notes that can be viewed by staff and admins.

• Click the 'Reset' button to clear the fields.

• Click the 'Add' button to save the category.

To edit a category

• Open 'Knowledgebase' > 'Categories'

• Click on a category name to edit the category

OR

• Open 'Knowledgebase' > 'FAQs'  

• Click on a category name then click 'Edit Category'

The 'Update Category' screen will be displayed. The form is similar to 'Add New Category' form. See the explanation of adding a new category for descriptions of the settings on this page.

• Edit the category as required and click the 'Save Changes' button.

To delete a category

• Select the category and click 'Delete' at the top.

• Alternatively, open 'Knowlegdebase > 'FAQs' page, click on the FAQ category to be edited and click 'Delete Category' from the FAQ list page
  

• Click 'Yes, Do it!' in the confirmation screen.
  

To mark a category as public or private

• Click 'Knowledgebase' > 'Categories' to open the 'Categories' interface

• To publish a category, select it and click the 'Make Public' button.

• To make a category as private, select it and click the 'Make Internal' button.

• In the confirmation screen, click the 'Yes, Do it!' button.