Help articles

Under Help / Documentation, help articles targeted to different users can be shown. Here's how to edit and create them. 

Editing and sharing Help article

As a Workbench user, or Manager with sufficient privileges, you can create and edit articles under Tools & Data / Help texts.
Please keep the following in mind.

• No article is shown under Help / Documentation unless "Ready for publication" is set to "Yes".
• Try to organise content under relevant parent articles.
  
  • This will help both when editing and viewing. 
• Editing rights is not the same as visibility
  • You may have full access to all articles under Tools & Data for editing, but you may only see some of them under Help / Documentation (see "Visibility criteria").
• Share the right URL
  • If you want to share an article using an URL, don't send the link you use to edit them. They will probably not have access to this page.
    • Instead, use the URL for viewing the article.  
    • The "Copy Help URL" button shown in the article overview will send this link to your clipboard. 
    • You can also use the dropdown to link to a Help article when replying to a Support case.   

Visibility criteria

Various criteria can be used to determine who sees a certain article – not unlike the criteria used to assign work. To facilitate this and create a clear structure, you can start by creating a main (parent) article with certain requirements. And child article attached to this will only be shown to user who match the requirements for the parent article. 

Tip: start with a main requirement for the parent article, such as a keyword or tag. You can then add child articles targeted to different users using additional requirements. Like so:

• Parent article: "Freelancer info about project A"
  • Requirement: tag "Approved for project A"
• Child articles
  • "Project A, Swedish"
    • Requirement: Target language = Swedish
  • "Project A, Norwegian"
    • Requirement: Target language = Norwegian

Only users with both tag "Approved for project A" and target language Norwegian will see the second child article.