How to Create Multiple Portals/Knowledgebases

Transcript:

OneDesk allows you to create as many unique portals or knowledgebases as you need. Here’s how to create a new portal and knowledgebase in OneDesk. Let’s create a Customer Portal first. In the bottom left corner of your screen, click the More Applications icon. From the icons list, select Administration by clicking on the cog icon. From the list of applications, select CUSTOMER APPS. Under the Customer Apps List, click on Create Customer App. Give your Customer Portal a name and select Customer Portal from the drop-down. Next, select what the portal user can see when using the portal. Make sure to keep the Navigate to App Settings box checked so that you will be taken to the Portal’s settings page, where you can customize the portal to your needs. Finally, click Create and you will see the page settings appear immediately. You can select what items are on the portal, what features and properties to display, and more. To create a new knowledgebase, we go through the same first steps. We’ll navigate back to our CUSTOMER APPS section. Under the Customer Apps List, click on Create Customer App. Give your Knowledgebase a name and select Knowledge Base from the drop down. Check or uncheck the Navigate to App Settings option, then click Create. Now you have a new knowledgebase that you can customize to your needs.

 

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