Dashboard Overview


The Dashboard is the first page you arrive on when you log in to your ProProfs Knowledge Base account. This page further introduces all the relevant options and settings required to manage your help sites, account, users, and more.


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


ProProfs Knowledge Base dashboard Overview


The major components of the dashboard are:


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


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


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.


Add new elements in Knowledge Base


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 set restrictions on your users for accessing your help site depending on their roles and responsibilities.
  • View Pages: You can view the pages in the Table of Content.

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


Use the preview menu to access different elements related to your help site


Sites: This option allows you to create and manage your help sites. You can also navigate between multiple help sites from here.

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


Manage help sites in the knowledge base


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


Upload files in the knowledge base

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 PDFs, 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 Zendesk, Google Analytics, Salesforce, and more software. Also, you can set up custom login screen and manage different versions of your help site.


Knowledge base settings


Reports: Check the performance of your help sites. For example, the number of times your articles have been read, how many searches your articles appeared in, etc.


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


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.


Table of Content


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.


Check revision history of help site pages


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


Note: Pages are not permanently deleted. The page will be moved to the vault. You can either delete the page permanently or restore the page.

Delete a Page


 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.


Note: You can control these settings based on your preferences.


Additional settings


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.


Note: For this feature to work, you must enable Tab View. Go to Settings > Table of Content > Default View to do so.


Tab View

That is all about your Knowledge Base dashboard.



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