EnglishGeneral AppsTeam Knowledge BasePublic portal and access settings

Public portal and access settings

Share selected guides with customers, and control who can see what.

When to use

Turn on the public portal when you want customers to self-serve from some guides without signing in. Use the access settings to limit articles by author scope.

Before you start

  • Portal settings need kb:write; access settings need knowledge:admin.
  • knowledge.public_access_allowed (default: on) must be on, otherwise the whole portal returns not found.
⚠️

Beta: the portal is read-only and has only three read endpoints (categories, list, article detail). There is no branded help-center site yet.

Steps

  1. Mark the relevant categories public at /knowledge/settings/categories.

  2. Publish the articles and set them to Public.

  3. Open /knowledge/settings/public to turn on the portal and copy the portal address.

  4. Share the address with customers; articles appear at /portal/kb/[tenantSlug].

  5. Set data scope at /knowledge/settings/access and review search settings, including reindexing, at /knowledge/settings/search.

Team Knowledge Base — public portal settings with portal address
Team Knowledge Base — public portal settings with portal address

Tips & common mistakes

  • An article shows only if it is published, Public, and in a public category; uncategorized articles never show.
  • Do not rely on the portal for private data; always check the three conditions.
  • Reindex after bulk imports if search results look incomplete.

Related

Comments, feedback and acknowledgementsWorkflows & examples