This guide provides step-by-step instructions on how to create, organize, and manage article collections within the Userorbit Admin Panel, including best practices for structuring your help center content.
This guide shows you how to effectively manage article collections (categories) in your Userorbit Help Center, covering creation, organization, and assignment.
Before You Begin
- Ensure you have administrative access to the Userorbit Admin Panel.
- Have a basic understanding of your help center's content and desired organizational structure.
Steps
- Create a New Collection — Navigate to the Help Center section in your Userorbit Admin Panel. Look for an option to "Add Collection" or "New Category". You will typically be prompted to provide a name for the collection, a brief description, and optionally, an icon to visually represent the category.
- Nest Collections (Parent/Child Hierarchy) — To create a hierarchical structure, when creating or editing a collection, you can usually select a "Parent Collection" from a dropdown list. This will nest the current collection as a child under the selected parent, allowing for more detailed organization.
- Reorder Collections — Most interfaces provide a drag-and-drop functionality or up/down arrows next to collection names in a list view. Use these controls to change the display order of your collections, both at the top level and within nested structures.
- Edit Collection Details — To modify an existing collection, find it in your list of collections and click on an "Edit" button or icon (often a pencil icon). Here, you can update its name, description, icon, or change its parent collection.
- Assign Articles to Collections — When creating or editing an article, you will find an option to "Assign Collections" or "Categories". You can usually select one or more collections from a list. Remember, an article can belong to multiple collections to improve discoverability.
- Implement Best Practices for Organization —
- Keep it flat and scannable: Aim for a clear, intuitive structure without too many layers of nesting.
- Use clear category names: Collection names should be descriptive and immediately understandable to users.
- Aim for 5-10 top-level collections: This range typically offers a good balance between breadth and ease of navigation.
Verify It Worked
Navigate to your live Help Center as a user would. Browse through the collections and articles to confirm that:
- New collections are visible and correctly named.
- Collections are nested and ordered as intended.
- Articles are appearing under their assigned collections.
- The overall organization feels intuitive and easy to navigate.