The Dashboard is the first page you arrive on when you log in to your ProProfs Knowledge Base account. This page further branches out to all the relevant options and settings that you require to manage your help sites, account, users, and more.
When you log in, this is how your dashboard appears, as shown in the screenshot below.
The major components of the dashboard are:
Then on the far right, you will find the following (below the search bar):
For more settings
Let's take a look at each option individually:
- View Restrictions: You can set restrictions on your users for accessing your help site depending on their roles and responsibilities.
- View Pages: You can view the pages listed in the Table of Content.
Furthermore, you can create and view tooltips, content snippets, and merge tags.
- + Help Site: Create a new help site.
- + Multi Branding Site: Create multiple sites that lead to the same help site.
- Manage Sites: Edit, copy and delete help sites.
Settings: It has everything to enable you to manage your help sites, account, and users. You can customize the table of content, page footer, export help sites as PDF, import HTML files as help sites, etc. You can recover deleted pages from the vault, add help widgets, and add chat to your help site to assist customers. You can even integrate software such as Zendesk, Google Analytics, Salesforce, and more.
Table of Content: The table of content displays the tree hierarchy of the pages, folders, and subfolders for the help site. From the table of content, editors can navigate, reorder, edit and customize pages, folders, and subfolders.
A confirmation message will appear that you must confirm that you want to change the view. Click on Yes.
Edit Account: This option allows user to edit Name, Email, Role, Language, and Timezone. Users can enable or disable Auto Save option as per their preference. Also from here, users can change password.