Add Knowledge items and Announcements to the Portal

Create customized knowledge items in your MSP Manager account and easily share them with your customers via the Portal. Choose from multiple Portal Visibility options for easy viewing before logging in, or for only specific logged in users, for instance.

The Announcements section of the Portal allows for the configuration of time-based messages that display to portal users on the login page, prior to actually logging in to the Portal.

Configure the Announcements that display for your customers

  1. From your MSP Manager account, select Settings from the navigation links on the left.

  2. Click Portal > Announcements.

  3. Select Add Announcement in the top right corner of the page to get started.

  4. Enter the Subject and Message text of the Announcement

  5. Specify a Display from and Until time for the message to display, and click Save.

The Announcement will display in the Portal's Announcements page for the specified time.

Configure Knowledge items to display in the Portal

When creating new Knowledge Items, or editing existing ones, you can configure the Portal Visibility for each item. Choose from the different visibility options to display Knowledge in the Portal:

  • Logged in users

  • Public

  • Specific customer(s)

  • Staff Members

  • Inherit - the item created in the portal inherits the Portal Visibility option of its Parent knowledge type. When creating a new knowledge article in your MSP Manager account, you can configure the Portal Visibility option to display for different types of users. Learn more about creating Custom Knowledge Items.

Navigate to the Knowledge tab of the Portal to view a list of Knowledge Articles.

Public Knowledge Articles are displayed in the Recent Articles section of the Portal's login page.

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