Getting Started with Articles

The Articles module allows authors to make long-form text documents that are published and shared publicly or to specific groups of users such as employees, customers, partners, support agents, or guest visitors. To get started, follow these instructions.

Create an Article List:

You will first have to create an Article List to place and organize your Article Types. Article Lists can be displayed in a unique repository page.

1. Login as an administrator.
2. In the Setup Home page, go to Create > Articles.
3. Click Manage Lists, then click New Article List.
4. Enter a name for the list for which your new article type will be located.
5. Click Save, then at the bottom of the page, click Save.

Create an Article Type:

1. Sign in as an administrator.
2. In the Setup Home page, go to Create > Articles.
3. Click New.
4. In the Name field, enter a name for your Article Type. In the path field, specify the path for users to access the Article Type. Users will use the URL path to access the Article Type. For ease of access, it is recommended to create link tabs to this path.
5. Select the Article List for which your Article Type will be located.
6. By default, the Article Type will be Inactive. If you want to
7. Configure your comments, version control, subscriber, visual, and other settings.
8. Click Save.

Assign Permissions:

You will need to give view, comment, contribute, edit, and publish permissions. You can also set an article type to be viewed publicly without needing to sign in.

1. Sign in as an administrator.
2. In the Setup Home page, go to Create > Articles.
3. Select the article type for which you want to assign permissions.
4. On the top right, click Actions and in the dropdown menu, select Share.
5. Next to “Private”, click the Edit button.
6. Select one of the sharing options and then click Done. This will only grant read/comment access.
7. Search for users, user groups, and security roles, then select their permission level.
   Users with Contribute permissions are able to write posts, but cannot publish nor edit others' posts. Only users with Publish permissions can edit others' posts and publish posts.
8. Click Done.

Publishers and contributors can now create rich-content posts. Administrators can track post activity and view the popularity of a post to gain greater insight into the effectiveness of the shared content. You can also configure a post approval process for revision and approval steps for your posts. For more information, see the Help Documentation.