Knowledge base Docs

Store your documentation to share with your team members, help with troubleshooting and Knowledge transfer.

How to create new kb

Creating a new knowledge base entry in Vertask is quick and easy. To create a new kb, simply expand the knowledge base option on the left nav, and click "New KB"...

  • You can also click the "+" on the top nav, and select "New KB"

You will then be prompted to give your KB a title. For example, you can enter a title like "How to reset passwords". After you enter a title, click the "Create KB" button.

After the KB is created, the next step is to add a page to the KB. A page helps keep your KB organized. For example, you may have a page on "how to reset email password", another page on "how to reset network password", one on "how to reset ERP system password", and so on. Each page would provide detailed instructions on how to reset passwords for each of these systems. This allows you to be as organized as you want.

In addition to adding pages, you also have some other options. On the right nav, you can

  • add tags to the KB to help you find it later when using search.
  • allow it to appear on the self-service portal. The self-service portal allows end-users (clients) to see the kb in their own dashboard.
  • Assign permissions and specify which agents can view and edit the KB
  • and delete the KB

Configure KB Permissions

When creating knowledge base entries, you others permission to access the entry and make changes, as well as make it publicly available to users in your Client self-service portal. This is useful both when collaborating with others as well as knowledge sharing and faq for clients.

First, create a kb or go to an existing entry you have. 

Next, on the right menu of the kb, click Manage next to permissions 

Here, you can now search for other agents using the search  bar

Click add to add one of the other agents to the kb. Once the agent is added to the task, you can check the "Edit" box to allow them to make changes, then click on "Save Permissions".

Alternatively, you can also "Remove" the user from the kb or uncheck the option to allow editing, and again, click "Save Permissions."

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You can also add the KB to the client-side, end-user portal. On the right menu, simply enable the Client self-service portal slider.