For example, adding a 'Strategy' section under the 'Sales' category—similar to how 'Auction Documents' appears under 'Sales'.
This process uses the Add Category option and assigns a Parent Category to create a nested structure.
Prerequisites
You must have edit permissions for the Knowledge Base.
You must be able to access the Knowledge Base editing panel.
Step 1: Open the Knowledge Base
From the main navigation menu, click Knowledge Base.
The list of existing categories will appear in the main panel.
Tip: If you only see the category list and not the editing options, the side editing panel may be collapsed.
Step 2: Expand the Side Panel (If Hidden)
If the Add Category button is not visible:
Look for a collapse/expand arrow on the left side of the screen.
Click the arrow to expand the side panel.
Scroll to the bottom of the panel until you see the + Add Category button.
Step 3: Add a New Category
Click + Add Category at the bottom of the Knowledge Base panel.
The New Category window will open.
Fill in the following fields:
Category Title: Enter the name of the new section (for example,
Strategy).Parent Category: Select the main category where this section should belong (for example,
Sales).
This parent-child setup is what makes the new category appear as a section under Sales.
Step 4: Configure Visibility (Optional)
If the section should be limited to specific users, enable Restrict content.
Otherwise, leave visibility settings unchanged for public access
Step 5: Create the Section
Click Create.
The new section will now appear nested under the selected parent category.
Example:
Sales
Sales Prospecting
Strategy ✅
Verifying the Section
Expand the parent category (for example, Sales).
Confirm that the new section appears beneath it.
You can now add articles directly to this new section.
Step 6: Publish the New Section
Enable the button on the upper right corner.
Change from 'Draft' to 'Published'.
Confirm that the Knowledge base article status has been updated.
✅ You’re all set! You can now organize your Knowledge Base by adding structured sections under any category.
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