topic Re: Adding Knowledge Base Articles to a Customer Portal in Knowledge Base Tool

Adding Knowledge Base Articles to a Customer Portal

OArdila — Mon, 21 Oct 2024 18:41:46 GMT

Hi everyone,

I want to add certain knowledge base articles to my customer portal so that on a single page, my clients can review the articles I want to show them and also, the tickets created and associated with them. Is that possible? If so, how? I'm open to any suggestions.

Thank you very much!

Re: Adding Knowledge Base Articles to a Customer Portal

BérangèreL — Tue, 22 Oct 2024 09:24:37 GMT

Hi @OArdila and welcome to the Community!
We are so glad to have you here!

Great question, thanks for asking!

I'd love to put you in touch with some of our Top Experts on this mater: Hi @Lucila-Andimol, @JBeatty and @Mike_Eastwood do you have any insights to share with @OArdila, please?

Thank you so much and have a fantastic day!

Best,
Bérangère

Re: Adding Knowledge Base Articles to a Customer Portal

Mike_Eastwood — Tue, 22 Oct 2024 22:35:53 GMT

Hi @OArdila

Yes, you can set "access permissions" for knowledge base articles.

This page about restricing access should help you decide the best plan.

Have fun

Mike

p.s. thank you for the mention @BérangèreL

Here to learn more about HubSpot and share my HubSpot Knowledge. I'm the founder of Webalite a Gold HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world's first automated HubSpot Portal Audit that helps you work smarter with HubSpot.

Re: Adding Knowledge Base Articles to a Customer Portal

OArdila — Wed, 23 Oct 2024 00:31:15 GMT

Hi @Mike_Eastwood, thank you for your answer. I know I can restrict access to a knowledge base/customer portal. What I'm trying to accomplish is that, when a customer logs into the customer portal, they can see knowledge base articles right there, without having to move to a different screen/page. Do you know if that's possible?

Thank you again!

Re: Adding Knowledge Base Articles to a Customer Portal

Lucila-Andimol — Wed, 23 Oct 2024 09:49:16 GMT

Hi @OArdila

so for the moment the standard feature of Customer portal templates

doesn't allow developing you own design.

To do this you will need the CMS and developing you own customer portal template as a regular website.

If you need hep with this let us know.

Re: Adding Knowledge Base Articles to a Customer Portal

jolieadam — Fri, 03 Oct 2025 14:38:20 GMT

Hi there, I'm a PM on the customer portal team and we have this on our roadmap next year to better integrate KB into the customer portal to enable this type of experience.