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!
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
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.
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!
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.
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.