Interspire Product Knowledge Base

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Interspire Knowledge Manager Getting Started Guide

Getting Started Guide

It's quick and easy to setup your knowledge base using Interspire Knowledge Manager. Follow the steps below to get started.

Creating Categories

Start by creating one or more categories for your knowledge base. To do this, move your mouse over the "Categories" tab at the top of the page and click the "Create Category" menu option. It's a good idea to plan your categories around the type of information you will post in your knowledge base. For example, if you will be using your knowledge base for customer support, you might want to create categories like this:

- ACME Widget
      - Getting started with ACME widgets
      - Help using ACME widgets
      - Upgrading your ACME widget

... etc. You can always edit/add/delete categories later, so keep that in mind when creating your categories.

Creating categories for your knowledge base is easy. You can create unlimited sub-categories and password protect them as well.

Creating Articles

Articles and answer posts will make up the majority of content in your knowledge base. Articles can appear in multiple categories, and readers of your knowledge base can post comments on articles if you have comments enabled. To create a article move your mouse over the "articles" tab and click the "Create article" menu option. You only need to enter a title, choose a category and type in content for your article. All other fields are optional, and if you need help at any time simply move your mouse over the blue help icon next to each field. The WYSIWYG content editor makes it easy to quickly upload and insert images into your content. You can also link to other pages of your knowledge base, insert lists, change the color of text, etc.

Interspire Knowledge Manager's built-in WYSIWYG content editor lets you create professionally formatted articles for your knowledge base. You can also upload images, flash files and movies to add directly into your content.

You can attach files including pictures, documents and PDF's to each article you create. The "Attachments" field at the bottom of the "Create article" form allows you to upload up to 5 attachments per article. These will be displayed in your knowledge base so your visitors can download the attachments. Attachements are a good way to provide additional information, forms and content to your visitors. When you have finished completing the "Create article" form, click the save button at the bottom of the page.

Testing Your Knowledge Base

To see the categories and articles you've created so far click the "View" link at the top right of the Interspire Knowledge Manager control panel. You will see the categories listed on the front page. Click any category to view the articles and subcategories contained within it.

Testing your knowledge base after creating a sample category and article.

Moderating Comments

If you have comments enabled and have chosen to manually approve them, you can do so from the "Comments" tab at the top of the Interspire Knowledge Manager control panel. Comments are listed and can be filtered to only show comments that haven't yet been approved. These comments are known as "pending comments". To preview a comment just click the "preview" link next to the comment. To approve or disapprove a comment simply edit the comment and change the "Status" box as required. If you'd like to delete a comment tick the checkbox next to the comment on the "Manage Comments" page and choose "Delete Selected" from the "Bulk Actions" box. Finally, click the "Go" button.

Creating User Groups

If more than one person will be adding/editing your knowledge base you may want to consider creating user groups. A group is a way to assign a set of permissions to one or more users. When you change a permission for the group, all users who have been added to the group will see the change. For example, if you create a group called "Contributing Editors" and only give them the ability to add and edit articles, they will be able to login to your Interspire Knowledge Manager control panel and will only be able to add and edit articles. They will not be able to delete articles or add/edit comments, etc.

Customizing Your Knowledge Base

Note: See the Interspire Knowledge Manager documentation here for more information.

You can customize the look of your knowledge base in 2 different ways:

  1. Change the template assigned to your knowledge base from the settings page in the Interspire Knowledge Manager control panel.

  2. Edit the HTML code for a template. You can do this by clicking the "Templates" link at the top of the Interspire Knowledge Manager control panel. You will see all files associated with a template and can edit the HTML code directly from the Interspire Knowledge Manager control panel. If you make a mistake the "Revert Backup" option can be used to restore the original version of the template file you have changed.

Testing your knowledge base after creating a sample category and article.

Knowledge Base Statistics

To see statistics on your knowledge base including popular articles and categories, user statistics, most discussed articles, popular searches and more, click the "Statistics" tab on the Interspire Knowledge Manager toolbar at the top of the control panel.

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