Creating a Knowledge Base

Add a Knowledge Base, choose its owner, and decide whether Coworkers can use it.

For: People with the manage_knowledge_bases ability · Last updated

You need the manage_knowledge_bases ability to create a Knowledge Base. Without it, the Add a Knowledge Base button does not appear.

Create one#

  1. Open Knowledge Bases and select Add a Knowledge Base.
  2. In the Add a Knowledge Base window, fill in:
    • Name, for example "Plan Design Library". Names must be unique in your company.
    • Description, which says what is in the Knowledge Base and what questions it answers. It is required. Coworkers read it to decide when to search this Knowledge Base, so be specific, for example "e.g. Benefits plan documents, renewal playbooks and carrier contacts for our client accounts."
    • Owner, the person responsible for keeping it current. The field shows your own name and you become the owner.
    • People only, which means Coworkers can't see or cite this Knowledge Base. Leave it cleared if Coworkers should be able to use the Knowledge Base.
  3. Select Add Knowledge Base. Select Cancel, press Esc or select the close button to close the window without saving.

When it is created, you land on the new Knowledge Base's page, ready to add documents.

Ownership#

The ability to create Knowledge Bases does not give you control over every Knowledge Base. You manage the ones you own, and ones where you were added as an editor. If you are the owner, you can add editors afterward and reassign the Knowledge Base. See Editors and ownership.