ADMIN: Activating and configuring Knowledge Base and Documentation

Activation

NOTE  This feature is not included with an Essentials Autotask contract. Please contact your Kaseya Account Manager.

BEFORE YOU BEGIN  This feature may be hidden in your Autotask instance because it is not activated. If so, you can activate it on the Left Navigation Menu > Admin > Admin Categories > Activations page. Refer to Activations.

Knowledge Base configuration tasks

To set up your own knowledge base in Autotask, do the following:

• Enable Knowledge Base. Refer to Activations.
• Grant or remove permission for users to add, edit, delete and approve knowledge base articles. Refer to Knowledge Base and Documents security settings.
• Create up to 4 levels of customized article categories and sub-categories. Refer to Knowledge Base administration.
• Grant or remove permission for customer contacts to view articles published to the Client Portal. Refer to Show Knowledge Base.

Documentation Management configuration tasks

To set up your own documentation manager in Autotask, do the following:

• Enable Documentation. Refer to Activations.
• Grant or remove permission for users to add, edit, delete and approve documents. Refer to Knowledge Base and Documents security settings.
• Create up to 4 levels of customized document categories and sub-categories. Refer to Documentation Management administration.
• Grant or remove permission for customer contacts to view documents published to the Client Portal. Refer to Show Documentation.