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Creating a Category

The knowledge base is a feature that helps centralize the internal information for your company so that your team has all of the information they need while they work.

This article outlines how to create Knowledge Base Categories in your Compass account. Categories are an organizational feature that allows you to group related items of content.

For further organization and structure, you may create categories inside of other categories.

To get started, navigate to Manage > Knowledge Base.

Compass software interface showing how to navigate to the knowledge base

Then select the New Category button. You should see a sidebar appear on the right side of the screen.

Compass software interface showing the new category button

Provide a name for the category and select the workflows where you want the category and its contents to appear in sessions.

Compass software interface showing the new category button

Once complete, choose the Save button.

Now you can select on the category to create categories and items inside of it.

Note: To edit the name of workflow assignments of the category, you must first select it and then choose the Edit button.

Great! Now you know how to create Knowledge Base Categories in Compass. Next you'll want to add items of content inside of the category.

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