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Introduction To InstantKB Categories


You can create categories to organize your content within InstantKB. Categories can be added to each tab within InstantKB.

To create categories within tabs you will need access to the Agent CP. This means the account which you login with must be associated with the "Staff" or "Agent" member group. Even if your account is associated with the Administrator member group your account must also be associated with the Staff member group to access the Staff Control Panel.

Once logged in as a staff member you'll see a "Staff CP" link in the upper right hand corner within InstantKB 2011 or for InstantKB 2014 click the user icon in the upper right hand corner.

Agent CP

From within the Agent CP you can create & manage categories within each tab.

Within the InstantKB Agent CP ou'll see your tabs listed vertically down the left hand side of your screen.

In this example we'll use the default Knowledgebase tab to add our categories to.

Within InstantKB 2011 click the "Knowledgebase" tab within the blue bar.

Within InstantKB 2014 however over the "Knowledgebase" tab on the left.

You will see a "Manage Categories" and "Add Category" link for the "Knowledgebase" tab.

Adding a Category

Click "Add Category". You'll see you can provide a name for your category. For example "Products". You'll also see a "Parent Category" drop down list when adding a new category. This allows you to nest or create child categories

To create a top level / root category you should ensure you leave the "Parent Category" drop down list as "root category". To add a new category as a child of an existing category simply select the parent categoey from the "Parent Category" drop down list.

You can see this in the screen grab below. This shows our InstantKB 2014 interface...

Manage Categories (a quicker way to create categories)

You can also use the Manage Categories link to quickly add new categories.

From the Manage Categories page you can right click categories to reveal a context menu that lets you visually build your category structure. You can see this below...

Member Groups

Member groups allow you to control which categories are visible. They allow you to ensure role based security on categories. If a user does not have one or more of the member groups associated with a category associated with there account the user will never see the category or any content within the category.

To associate member groups with a category you can do this whilst adding a category or if you wish to modify an existing category you'll need to visit the Manage Categories page locate your category and right click the category to reveal the content menu. From the context meny select "Edit Detailed".

If you don't explicitly select member groups when adding a category (for example you leave the member group selection blank or you use the "Add Category" option from the context menu shown on the Manage Categories page) all existing member groups will automatically be associated with the category.

Showing Categories to Anonymous Users

To ensure categories are displayed for users who are not authenticated or logged in within InstantKB simply associate the category with the built-in "Anonymous" member group.

To ensure a category & content within that category is never shown to anonymous users simply ensure the "Anonymous" member group is not associated with the category or tab containing the category.

Member Groups are Inherited

It's important to remember that member groups are inherited. This means the role based security for the tab that contains your categories will take effect first. Similar if you assocaite any member groups with specific articles the role based security for both the tab and category containing the article will be obayed first.

For example let's say you associate some of your categories within the "Knowledgebase" tab with a member group called "Internal Users". The goal would be to restrict these categories to a specific group of users - your internal users.

If the "Knowledgebase" tab containing your categories is not also associated with the "Internal Users" member group results from your categories will not be visible to users who belong to the "Internal Users" member group when they perform a search or attempt to navigate directly to content as the "Knowledgebase" tab is not associated with the "Internal Users" member group even though your categories are.

We've made it really easy to propagate member groups to child categories and articles when editing a category. You'll find check boxes below the member group selection on each edit category page that allows you to easily copy the member groups to all child categories and articles.

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Product: InstantKB
Version: All Versions
Type: INFO
Article not rated yet.
Article has been viewed 4.3K times.
Last Modified: 4 Years Ago
Last Modified By: Ryan Healey