Modules - Knowledge Base Setup

Before configuring the Knowledge Base module, we recommend reading the article “What is the Knowledge Base module?” to understand how it can help you structure and share information with your community.

Once ready, select Knowledge Base in the left-hand menu and follow the steps below.

1. Update the Module Name and Icon

Go to the Settings tab.

This section allows you to customize how the module appears in your app.

Step 1: Choose a navigation icon

Step 2: Update the Module Name

Step 3: Click Save Changes

2. Configure the User View

Go to the Options tab.

This section allows you to choose how content will be displayed to users.

Available display modes:

• List view
• Grid view
• Both (users can switch between views)

Choose the layout that best fits the type of content you want to present.

3. Create Buttons and Add Content

Go to the General tab.

This is where you create the Smart Buttons that structure your Knowledge Base.

Step 1: Click Add

Step 2: Select the type of content you want to create:

• Text
• File
• Link
• Folder

Content Types

Text: Opens an editor where you can create enriched content with formatted text, images, emojis, and more.

File: Upload a file that users will be able to download directly from the app.

Link: Add a link to an external resource such as a website, database, research platform, or cloud document.

Folder: Create folders to organize your content.

Click the arrow on the right to enter a folder and add new items inside it.

This allows you to build multiple levels and structure complex information.

Tips for Structuring Your Knowledge Base

💡 Start with folders

When creating your Knowledge Base, it is usually best to start by creating folders first, then add links, files, or text pages inside them.

This keeps your structure clean as your content grows.

💡 Think like a mobile menu

Users will access the Knowledge Base from their phone, so keep the first level simple.

Use clear categories at the top level and place detailed content inside them.

Example structure:

• Documentation
• Tools
• Training
• Resources

💡 Use it as a digital connector

Instead of asking members to remember multiple platforms, you can centralize access to all tools and resources directly in the Knowledge Base.