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.