Help Center

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Getting Started

Welcome to KnowByte!

KnowByte is a knowledge base system designed to help your team organize and share information effectively.

Key Features:
  • Role-based Access Control (Admin, Editor, Viewer)
  • Rich Article Management with WYSIWYG editor
  • Two-level Category Hierarchy for organization
  • Search & Filter capabilities
  • User management and permissions
First-Time Setup
  1. Create Workspace: Click "Create one now" on the login page
  2. Workspace Identifier: Enter a unique ID (lowercase, hyphens allowed)
    Example: acme-corp, my-team
  3. Workspace Name: Enter a display name
    Example: Acme Corporation KB
  4. Admin Account: Create your admin credentials (username, password, email)
  5. Login: Use your new credentials to access the system

Your Workspace

Your workspace contains all of your knowledge base data:

User Accounts

Team members with individual roles and permissions

Articles & Content

Your knowledge base articles and documentation

Categories

Category structures for organizing content

Settings

Workspace configuration and preferences

Workspace Identifier vs Name
Type Description Example
Identifier Used for login. Lowercase, permanent, case-sensitive acme-corp
Name Display name shown in the header. Can be changed by admins in Settings Acme Corporation KB

Login Help

How to Log In

You need three pieces of information:

Workspace

Identifier (lowercase)

Username

Your account name

Password

Your secure password

Note: Workspace identifier is case-sensitive!
Common Login Issues

Double-check the workspace identifier spelling and ensure it's lowercase.

Verify your credentials. Contact your workspace administrator if you've forgotten your password.

Understanding User Roles

KnowByte uses three role levels to control access:

Admin

Full system access

  • Manage users & roles
  • Manage categories
  • Configure settings
  • Full article access
  • View all statistics

Use case: Administrators, team leads

Editor

Content management

  • Create articles
  • Edit all articles
  • Delete articles
  • View dashboard

Cannot: Manage users, categories, or settings

Use case: Content creators, writers

Viewer

Read-only access

  • View articles
  • Search content
  • View basic dashboard

Cannot: Create, edit, or delete anything

Use case: General staff, customers

Role Changes: If your role is changed, you must log out and log back in for changes to take effect.

Troubleshooting

Cause: Role-based permissions

Solution:

  • These sections require Admin role
  • Contact your workspace administrator for role upgrade
  • If role was recently changed: log out and log back in

Cause: Dynamic loading based on parent category

Solution:

  1. Select a Category first
  2. Subcategory dropdown will auto-populate
  3. If empty, that category has no subcategories
  4. Contact admin to create subcategories

Cause: All article fields are mandatory

Solution: Ensure all fields are filled:

  • ✓ Title
  • ✓ Category
  • ✓ Subcategory
  • ✓ Content

Cause: Case-sensitive identifier or typo

Solution:

  • Verify spelling is correct
  • Ensure all lowercase
  • Check with administrator for exact identifier

Cause: Category is being used by articles

Solution:

  1. Find all articles using that category
  2. Either delete those articles or reassign to different category
  3. Then delete the category

Cause: Your workspace has reached the maximum allowed for a resource

Solution:

  1. Check Dashboard to see current usage vs limits
  2. Either delete existing items to free up space
  3. Or contact your system administrator to upgrade your package

Limits apply to: Users, Articles, Categories (parent + subcategories), and Files

Cause: Your package doesn't allow custom branding

Solution:

  • Custom Site Icon and Site Name are package features
  • Starter package does not include custom branding
  • Contact your system administrator to upgrade to Professional or Enterprise

Frequently Asked Questions

Admin has full access. Editor can manage articles only. Viewer has read-only access.

Your role is stored in your session. Logging out and back in creates a new session with your updated role and permissions.

Yes. Title, Category, Subcategory, and Content are all required. This ensures articles are properly categorized and contain actual content.

No - Deletions are permanent. Always double-check before deleting articles.

Custom branding is a package feature. The Starter package does not include custom branding. If you see "Restricted" badges on these fields, contact your system administrator to upgrade to Professional or Enterprise package.

You'll see an error message telling you which limit was reached and what your current package is. You won't be able to create more of that resource (users, articles, categories, or files) until you upgrade or delete existing items.

Yes! The category limit counts BOTH parent categories and subcategories combined. For example, if your limit is 10, you could have 5 parent categories with 5 subcategories total.
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