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Dashboard Overview

 

The dashboard is the first page you see when logging into your ProProfs Knowledge Base account. This page introduces all the relevant options and settings required to manage your help sites, accounts, users, and more.

 

This is how your dashboard appears when you log in, as shown in the screenshot below.

 

 

The major components of the dashboard are:

• + New
• Preview
• Sites
• Files
• Settings
• Reports
• Version Control
• Table of Content

 

Then, on the far right, you will find the following (below the search bar):

• Revision History and Pop Up
• Delete Page

 

Also, there are a few more options to manage from the dashboard:

• Additional Settings
• Tab View

 

Let's take a look at each option individually:

 

+ New: Add several elements, such as a new page, folder, tooltip, and content snippet. You can also sync pages, toggle content, and merge tags.

 

 

Preview: This option allows you to preview the Home page of your help site. Additionally, you have the following options as well:

• View Restrictions: You can restrict users' access to your help site based on their roles and responsibilities.
• View Pages: You can view the pages in the Table of Contents.

 

Furthermore, you can create and view tooltips, content snippets, and merge tags.

 

 

Sites: This option allows you to create and manage your help sites and navigate between multiple help sites.

• + Create New: Use this button to initiate the creation of a new site.
• Manage Sites: Edit, copy, and delete help sites.

 

 

Files: You can upload and store images and other files, such as videos, PDFs, and docs, on our Knowledge Base server.

 

 

Settings: It has everything you need to manage your help sites, accounts, and users. You can customize the table of contents and page footer, export help sites as PDFs, import HTML files as help sites, and more.

 

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 Zendesk, Google Analytics, Salesforce, and more software.

 

Also, you can set up a custom login screen and manage different versions of your help site.

 

 

Reports: Check the performance of your help sites, such as the number of times your articles have been read, the number of searches your articles appeared in, etc.

 

Version Control: Keep track and manage site versions created by other help site users.

 

Table of Contents: The table of contents displays the tree hierarchy of the help site's pages, folders, and subfolders. From the table of contents, editors can navigate, reorder, edit, and customize pages, folders, and subfolders.

 

 

Revision History and Pop-Up: You can track the revision history of your help sites and the Home page. Create pop-ups and lightboxes to display helpful content to your site visitors and customers.

 

 

Delete Page: This will delete the current page. A confirmation message will appear, requiring you to confirm that you want to delete it.

 

 

 Additional Settings: Click the three vertical dots to access additional settings such as printing a page, checking page links, saving a help center page as PDF, editing account details, or logging out of the account.

 

 

 

Tab View: Users can easily browse for pages in the table of contents and open them up in separate tabs. Each tab will display a distinct page.

 

 

 

That is all about your Knowledge Base dashboard.