Logging In To Your HelpDocs
Setting the URL Style for your Articles
Understanding Smart 404 Pages
The HelpDocs Trial
Adding or Changing Your Profile Image
Switching Between Multiple Accounts
Understanding Top Articles
Setting Up a Custom Domain
Writing and Editing Articles
Adding an HTML Block
Using Markdown Blocks
Embedding Audio Files
Using Code Blocks
Getting Started with Content Blocks
Using Quote Blocks
Inserting Images into Ordered Lists
Adding Note, Tip, and Warning Callouts
Switching the Editor Mode
Adding Tags to Articles
Article Backups, Revisions, and Versioning
Using Ordered Lists
Understanding Article Statuses
Moving an Article to a Different Category
Text Editor Shortcuts
Linking to a Part of an Article
Understanding Search Results
Creating a Subcategory
Adding a Table of Contents
Featuring an Article
Restoring Deleted Articles
What is Readability?
Incompatible Browser Extensions
Editing Category Metadata
Exporting & Backing Up Your Articles
Collaborating on Articles with Presence
Hiding Articles from Public Search Engines
Delete a Category
Downloading Articles to PDF
Creating Draft Versions of Published Articles with Working Copy
Bulk Select & Edit Multiple Articles
Setting Up Integrations
Available Commands in Your Slack Workspace
Get Feedback, Activity, and Contact Form Notifications in Slack
Installing the Slack Integration
Sharing Articles From HelpDocs to Slack
Configuring Your Slack Integration
Using HelpDocs with Ticketing Systems
Adding a Feedier Carrier
Connecting Google Analytics
Syncing Content to elevio
Connecting Gainsight PX
Enabling Comments with Disqus
Connecting Sunshine Conversations
Customizing your HelpDocs
Condense Top Article Spacing on Bars V4
Disabling Authorship and Updated Times
How to Add Extra Spacing
Getting Help with Code Snippets
Disabling Top Articles
Using HelpDocs with RTL Languages
Overriding the Font on Your Knowledge Base
Using Different List Styles
Disabling Related Articles
How to Change the Logo Link
Using a Background Image in the Header
Making Tables Scroll When They're Too Wide for the Page
Making Video Embeds Responsive
Adding Lightboxes to Images
Add HTML Before the Closing Body Tag
Customizing Feedback Icons
Making Your Printed HelpDocs Look Nicer
Custom HTML Templates
Adding Cookie Consent
Adding Custom Navigation Links
Setting a Custom Favicon
Hiding the Contact Button
Setting Article Display Order
Setting Category Display Order
Adding Custom CSS
Uploading Your Brand Logo
Adding URL Redirects
Featuring a Category
Adding Icons to Categories
Hosting HelpDocs at a Subfolder of Your Site
Customizing an Article Slug, Meta Description & Short Version
Changing the Language in Common Phrases
Adding an Open Graph Fallback Image
Choosing a Template
Testing Customizations with .dev
Understanding the Contact Form
Understanding Multilingual Translation
Setting Up Multilingual
Automatically Translate Articles with Machine Translations
Getting Started with Permissioning
Assigning Permission Groups to Articles
Creating and Managing Permission Groups
Assigning Permission Groups to Categories
Removing Permission Groups from Articles
Restricting your HelpDocs with Custom JWT SSO
Restricting Your Docs by IP
Restricting Your Docs to Logged In Users
Configuring Slack Single Sign On
Shared Password Protection
Accessing User Data in HelpDocs
Using OpenID Connect for Single Sign On
Setting Up and Using SAML Single Sign-On
Data & Analytics
Getting Team Event History with Audit Trail
Exporting Your Stats
What is the Happiness Score?
What are Tickets Avoided?
Understanding Articles Clicked
Lighthouse Widget API
Adding Lighthouse Trigger Buttons to Webflow
European Union VAT Charges
Invoices and Email Receipts
Updating Your Billing Information
Cancelling Your Account
Subscribing to a Plan for the First Time
Changing Your Plan
Tax Residency Certificates and Forms
I'm getting 'Your connection is not private' on my custom domain
Why isn't my contact form showing up?
Can I embed files into HelpDocs?
One of my headings isn't showing in the table of contents
Who counts towards the user limit on plans?
How do I change my email?
Is HelpDocs GDPR compliant?
Will translated articles be deleted if I remove that language?
I can't log into my HelpDocs account
Help! No articles are appearing on my knowledge base
What is an account slug?
How do I reset my password?
How do related articles work?
Can I host my API docs in HelpDocs?
Can I use multiple HelpDocs accounts together?
Can I migrate or import my data from another service?
Can I Change the HelpDocs Branding?
My Article Has a Blank Space to the Left. What's Wrong?
HelpDocs Support Scope
Can I host my internal docs in HelpDocs?
Help! My app's not loading 😭
I've added a script but it isn't working
I’m seeing a blank screen when I load my knowledge base
Is my data secure and protected?
Finding CSS Selectors in Your Browser
Clearing the Cache in Your Browser
Creating a Knowledge Base from Scratch
Optimizing Your Knowledge Base for Search
Writing Clear and Digestible Knowledge Base Articles
Table of Contents
Updated by Jake Peters
Different people on your team build and market different parts of your product so it makes sense to collaborate on your docs and let experts write everything they know about each feature.
You can assign roles to team members you invite to HelpDocs depending on the actions they'll take inside the product. Here's a breakdown:
The Owner role is automatically assigned to the creator of the account. This role can do everything, including manage billing. Owners can't be deleted, but they can transfer ownership.
Users with an Administrator role can do everything too. They can manage HelpDocs settings, billing, branding, and add/remove users and API keys. They can also edit all articles and content.
An Editor can see stats and manage content, but can't edit any settings or branding.
Users with this role can only view content. This is usually paired with the Restrict to Logged In Users auth option.
Inviting a User
- Head to Settings > Users
- Switch to the Invitations tab
- Click Invite New User(s) at the bottom of the invitation table
- Fill out their email address, their role, and whether to send them an email invite or notIf you don't send over an email invite they'll need to head to
yourdomain.helpdocs.io/signupand enter their email address there
- Click Send Invite
firstname.lastname@example.org, email@example.com, firstname.lastname@example.org
Changing the Default User Role
When you invite a new team member in Settings > Users they'll automatically be assigned a specific user role. You can change the role they'll be assigned.
- Head to Settings > Users and scroll down to the Settings section
- From the Default Role dropdown menu select the role you'd like to be assigned
- Click Save Changes
- In your HelpDocs dashboard, head to Settings > Users
- Click the checkbox next to the team members you'd like to edit and click Edit User
- Choose a new role from the Role dropdown
- Click Save Changes
If you're the owner of your account you can transfer ownership to any other user.
- Head over to Settings > Users
- Select the user you wish to transfer ownership to
- Click Edit User
- In the dropdown menu select Owner
- Hit Save Changes
Viewing Last Active Time
In the corner of each user's profile image in the users table you'll see a little dot indicating their status. If the user is currently online that dot will be green. If they're offline the dot will be grey.
You can hover over an offline user's profile image to see when they were last active.
Looking to prune your users list? You can filter by users' activity, role, and user groups to find the subset of users you're interested in.
- Head to Settings > Users
- On the User tab click Filters to expand the filtering options
- Add your filters. You can filter by:
- Inactive for x amount of time
- Active in the last x amount of time
- User group
- Click Apply Filters
If you're an Administrator or Owner you can delete users from your account
- Head to Settings > Users
- Select which users you'd like to delete using the checkboxes
- Click Edit x Users
- Click the trash icon in the top right of the popup