Setting the URL Style for your Articles
Understanding Smart 404 Pages
Adding or Changing Your Profile Image
Switching Between Multiple Accounts
Understanding Top Articles
The HelpDocs Trial
Logging In To Your HelpDocs
Setting Up a Custom Domain
Writing and Editing Articles
Using Quote Blocks
Using Markdown Blocks
Embedding Audio Files
Using Code Blocks
Adding an HTML Block
Getting Started with Content Blocks
Moving an Article to a Different Category
Text Editor Shortcuts
Switching the Editor Mode
Understanding Article Statuses
Adding Tags to Articles
Article Backups, Revisions, and Versioning
Inserting Images into Ordered Lists
Using Ordered Lists
Adding Note, Tip, and Warning Callouts
Understanding Search Results
Linking to a Part of an Article
Getting Started with Taxonomy
Bulk Select & Edit Multiple Articles
Restoring Deleted Articles
Previewing Unpublished Articles
What is Readability?
Adding a Table of Contents
Featuring an Article
Delete a Category
Hiding Articles from Public Search Engines
Downloading Articles to PDF
Incompatible Browser Extensions
Creating a Subcategory
Exporting & Backing Up Your Articles
Collaborating on Articles with Presence
Editing Category Metadata
Setting Up Integrations
Available Commands in Your Slack Workspace
Get Feedback, Activity, and Contact Form Notifications in Slack
Sharing Articles From HelpDocs to Slack
Configuring Your Slack Integration
Installing the 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
Customizing your HelpDocs
Making Your Printed HelpDocs Look Nicer
Making Video Embeds Responsive
Adding Lightboxes to Images
Disabling Top Articles
Making Tables Scroll When They're Too Wide for the Page
Using a Background Image in the Header
How to Add Extra Spacing
Disabling Related Articles
Using HelpDocs with RTL Languages
Getting Help with Code Snippets
Disabling Authorship and Updated Times
Using Different List Styles
Overriding the Font on Your Knowledge Base
Add HTML Before the Closing Body Tag
How to Change the Logo Link
Customizing Feedback Icons
Custom HTML Templates
Adding Custom Navigation Links
Hiding the Contact Button
Choosing a Template
Changing the Language in Common Phrases
Adding URL Redirects
Adding an Open Graph Fallback Image
Hosting HelpDocs at a Subfolder of Your Site
Setting Article Display Order
Setting Category Display Order
Setting a Custom Favicon
Uploading Your Brand Logo
Understanding the Contact Form
Adding Custom CSS
Featuring a Category
Adding Icons to Categories
Customizing an Article Slug, Meta Description & Short Version
Translating Your Docs
Setting Up Multilingual Docs
Automatically Translate Articles with Machine Translations
Getting Started with Permissioning
Creating and Managing Permission Groups
Assigning Permission Groups to Articles
Assigning Default Permission Groups to Categories
Removing Permission Groups from Articles
Restricting Your Docs to Logged In Users
Shared Password Protection
Restricting Your Docs by IP
Configuring Slack Single Sign On
Accessing User Data in HelpDocs
Using OpenID Connect for Single Sign On
Setting Up and Using SAML Single Sign-On
Restricting your HelpDocs with Custom JWT SSO
Data & Analytics
Getting Team Event History with Audit Trail
Search Click Analytics
Exporting Your Stats
What is the Happiness Score?
What are Tickets Avoided?
Tax Residency Certificates and Forms
Cancelling Your Account
Subscribing to a Plan for the First Time
Invoices and Email Receipts
Updating Your Billing Information
Changing Your Plan
European Union VAT Charges
One of my headings isn't showing in the table of contents
I’m seeing a blank screen when I load my knowledge base
I've added a script but it isn't working
Can I change the HelpDocs branding?
Can I use multiple HelpDocs accounts together?
Who counts towards the user limit on plans?
Can I migrate or import my data from another service?
Is my data secure and protected?
Can I embed files into HelpDocs?
How do I reset my password?
Help! My app's not loading 😭
Help! No articles are appearing on my knowledge base
I can't log into my HelpDocs account
What is an account slug?
Can I host my API docs in HelpDocs?
My article has a blank space to the left of it. What's wrong?
How do related articles work?
Can I host my internal docs in HelpDocs?
Is HelpDocs GDPR compliant?
How do I change my email?
Will translated articles be deleted if I remove that language?
Finding CSS Selectors in Your Browser
Optimizing Your Knowledge Base for Search
Clearing the Cache in Your Browser
Creating a Knowledge Base from Scratch
Writing Clear and Digestible Knowledge Base Articles
Updated by Jake Peters
Need to use HelpDocs with a large team? Signing up individually can be tiresome. With SAML Single Sign-On (SSO) you can make it super simple for your team to log in and get started.
There's a few things to set up before you can start using it, so let's get going. 🤩
Add the HelpDocs Service Provider to your Identity Provider
To use SAML federation with HelpDocs as a Service Provider (SP) you'll need to make sure you've got an Identity Provider (IDP) set up. We'll redirect users to your IDP to make a connection. 💞
We've designed our platform to work with SAML 2.0 and tested against a variety of IDPs including Okta, but any standards-compliant SAML 2.0 implementation should work out of the box.
Add HelpDocs with XML Metadata
If your IDP supports it, the easiest way to add HelpDocs' SP to your IDP is with our XML metadata.
- In your HelpDocs account head to Settings > Access Control (or click here)
- Under SAML 2.0, hit the button to View SP Metadata
- Provide this metadata to your IDP
Add HelpDocs Manually
If your SP doesn't support configuration with metadata, you can add it manually. Here's what you'll need to share with your IDP:
Assertion Consumer Service
Name ID Format
Since we identify users by email address, you'll need to pass us the user's email address as the Name ID.
When a new user tries to access HelpDocs through SAML we'll create an account for them. To make the experience more fluid you can pass us their first and last names as custom assertions.
The user's first name
The user's last name
The role you'd like to assign this user in HelpDocs (optional). Possible values:
Any user groups you'd like to assign to this user in HelpDocs (optional). This must be provided as a comma separated list of user group IDs.
Setting Up SAML SSO in HelpDocs
Now that you have your IDP set up you can tell HelpDocs to use SAML as a login method. You'll need your IDP's XML metadata for this step.
- Head to Settings > Access Control (or click here)
- Under Single Sign-On, click SAML
- In the code editor, paste in your IDP XML Metadata
- Hit Connect
If everything's gone ok, you'll now see a button on the login page of your account to log in with SAML. 🎉