Publish a knowledge base to the client self-service portal Last updated: Aug 16, 2026
Make a knowledge base visible to clients in the self-service portal.
- Open Knowledge Base and select the knowledge base.
- In the right sidebar, turn on the Client Self-Service Portal toggle.
- Use the preview (eye) icon next to the toggle to see how clients will view it.
To control which agents or clients can access the knowledge base, use Permissions > Manage (see Configure KB Permissions).