Knowledge Base Tool

OArdila
Participant

Adding Knowledge Base Articles to a Customer Portal

SOLVE

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!

2 Accepted solutions
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Adding Knowledge Base Articles to a Customer Portal

SOLVE

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.

View solution in original post

Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Adding Knowledge Base Articles to a Customer Portal

SOLVE

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.

 

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

View solution in original post

4 Replies 4
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Adding Knowledge Base Articles to a Customer Portal

SOLVE

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.

 

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Adding Knowledge Base Articles to a Customer Portal

SOLVE

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.

OArdila
Participant

Adding Knowledge Base Articles to a Customer Portal

SOLVE

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!

0 Upvotes
BérangèreL
Community Manager
Community Manager

Adding Knowledge Base Articles to a Customer Portal

SOLVE

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


Saviez-vous que la Communauté est disponible en Français ?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings!


0 Upvotes