Within Teamwork Desk you can change the settings for your Help Doc site. It allows you to create new docs and categories.
There is no limit to the number of sites you can have in the Help Docs section.
Note: Only administrators can manage help docs on your account however this does not limit an agent’s ability to update or create new Docs.
Creating a docs site
To create a help docs site, click on your profile icon to the top right of the navigation bar and select 'Settings':
In the settings area, go to the 'Help Docs' tab:
To the center of the page you will see an option to add your first help doc site:
Select 'Add your first help site' and enter your details as below:
Once created you will have various settings areas within the left pane:
- Set the Site name
- Whether its a published site or not (you can disable the site if needed)
- Show social icons - When enabled will have buttons for people to share on social media
- Sub Domain
- Custom Domain
- Authentication Options - Set a password to access the help doc site
- Default edit method - HTML or Markdown
- Enter your Homepage URL
- Homepage URL text - What the link should appear as. (also an option to link to your homepage)
- Site description
- Meta description - What will appear when your site is referenced in a search engine such as Google
- Show on homepage - Most popular articles or categories
- Site language
- You can enable a contact form for your site and when enabled choose which inbox your customer emails go to.
- Upload a site logo
- Upload a favicon
- Upload a touch icon
- Select the color theme for your Docs account.
- Make it your own, enter templates for Headers, Footers and more.
- If you wish to upload a style sheet or Insert Head code for your Docs site.
- Set up your own category structure, we do support nesting of up to three levels here.
- Create new categories.
- You can support comments via Disqus and you can visit Disqus directly from your this comments area.
- This will list all the articles that you have currently created for this site.
For more information see: Help Doc Permissions