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How to set your Knowledgebase to be Private or Public
How to set your Knowledgebase to be Private or Public

Changing one setting can mean the difference between everyone seeing your articles or only colleagues seeing them

Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over 3 months ago

Public or Private?​

The difference between the two versions of Knowledgebase is who can access it.

Public

A public knowledgebase is great for Student-facing information, such as to provide Applicants with information about enrolling, or to answer frequently asked questions about your Establishment before a student sends in an enquiry.

They're also good for providing information to colleagues without CRM access, such as Student Ambassadors or overseas Agents.

Private

A private knowledgebase is only accessible to colleagues with CRM access. This makes it useful for recording policy decisions, event setup guidance, and saved replies.

Accessing your Knowledgebase from the CRM

In the grey menu bar is a dropdown for all the knowledgebases you have access to. You can see the visibility settings at a glance - an open padlock is a public knowledgebase, and the closed padlock is for private ones.

How to change the Visibility Settings

  1. From the Articles listing click into the Settings cog, then Styling tab.

  2. Scroll down to the Visibility section.
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  3. Select the type of visibility you want and click 'save'.

  4. If you have selected 'public' you'll see the URL which can be used to direct website visitors to your knowledgebase.

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