https://docs.document360.com/docs User groups in Document360 let you organize team members and apply consistent roles and permissions across multiple users at once. Instead of configuring access settings for each user individually, you can assign a project role and content role to a group and then associate users to it. This overview covers what user groups control and where to go for each task.What user groups controlEach user group has two layers of access that apply to every user associated with the group:Access layerWhat it ... Tue, 19 May 2026 11:09:56 GMT User & reader management > User management > Manage user groups https://docs.document360.com/docs/manage-user-groups https://docs.document360.com/docs/manage-user-groups To delete the user groups, follow the below steps:Navigate to {{variable.Settings}} () > {{variable.Settings - Users and security}} in the left navigation bar in the Knowledge base portal.In the left navigation pane, navigate to {{variable.Team accounts and groups}}.In the User groups section, hover over the desired User group and click Delete () icon.Click Yes in the confirmation prompt. Tue, 19 May 2026 11:08:41 GMT User & reader management > User management > Manage user groups https://docs.document360.com/docs/delete-user-group https://docs.document360.com/docs/delete-user-group You can edit the User group by following the steps:Navigate to {{variable.Settings}} () > {{variable.Settings - Users and security}} in the left navigation bar in the Knowledge base portal.In the left navigation pane, navigate to {{variable.Team accounts and groups}}.By default, User tab will be selected.Navigate to the User groups tab.A list of existing User groups will appear.Hover over the desired User group and click the Edit () icon.The User group page will appear. NOTEClick the preview () ... Tue, 19 May 2026 11:08:30 GMT User & reader management > User management > Manage user groups https://docs.document360.com/docs/edit-user-group https://docs.document360.com/docs/edit-user-group Creating a new Team account group To create Team account groups in your project, From the {{glossary.Knowledge base portal}} navigate to Settings > Users & security > Team accounts & groups > Team account groups (tab) Click the "New team account group" button and "Create team account group" popup appears Enter the name and description for the group Add a collective portal role for the group Choose the content role for the group and choose the level of content access you want the associated Te ... Tue, 19 May 2026 11:08:22 GMT User & reader management > User management > Manage user groups https://docs.document360.com/docs/team-account-groups-overview-page https://docs.document360.com/docs/team-account-groups-overview-page In the Site header section, you can enable/disable the What's new button on the Knowledge base site. What’s new things to add in 2.0 Change the screenshot for 2.0 portal 2. A announcement(📣) icon can be seen on the top right side 5. They can also filter the articles based on Last 24 hours, Last week, or Last month 6. Also, you can choose between New and Updated The What’s new option is enabled by default A gift box icon can be seen on the top right side When readers cl ... Tue, 19 May 2026 10:46:09 GMT Knowledge base site > Configuring article settings & SEO https://docs.document360.com/docs/document-header https://docs.document360.com/docs/document-header Before setting up Single Sign-On (SSO) between Document360 and ADFS using the OpenID protocol, ensure you have administrative access to both Document360 and the ADFS server. Please note that only users with Owner or Admin as Project role can configure SSO in Document360. PRO TIPIt is recommended to open Document360 and ADFS in two separate tabs/browser windows, since configuring SSO in Document360 will require you to switch between Okta and Document360 multiple times. Adding an Application in AD ... Tue, 19 May 2026 09:54:57 GMT Billing & Subscription > Single Sign-On (SSO) > OpenID https://docs.document360.com/docs/adfs-with-openid-sso https://docs.document360.com/docs/adfs-with-openid-sso In Document360, user management controls who can access your knowledge base portal, what they can do there, and which content they can view or edit. Understanding the different account types, roles, and access models helps you set up your team correctly from the start.Users vs. readersDocument360 distinguishes between two types of accounts:Account typeWho they areWhere they access Document360UserTeam members who create, edit, review, and manage content. Previously referred to as Team accounts.Th ... Tue, 19 May 2026 04:58:54 GMT User & reader management > User management https://docs.document360.com/docs/user-overview https://docs.document360.com/docs/user-overview Prerequisites An active Document360 account that is "Professional" plan or higher The GitHub addon purchased on Document360 A GitHub account and repositories Configuring GitHub on Document360 From the {{glossary.Knowledge base portal}}, navigate to "Settings > Knowledge base portal > Extensions" Scroll down the available extensions or use the dropdown at the top and select "Code repository" Click the "Connect" button A new Install window opens Either select "All repositories" or "Only select ... Tue, 19 May 2026 04:12:51 GMT Extensions > Code repositories https://docs.document360.com/docs/github-extension https://docs.document360.com/docs/github-extension Tables are an essential tool for organizing and presenting data in a clear, structured format. Whether you're comparing features, listing options, or summarizing information, tables enhance content readability and make complex data easier to understand.The Advanced WYSIWYG editor offers a range of powerful table formatting and management features designed to help you easily create visually appealing and functional tables. From adding rows and columns to customizing cell colors and implementing a ... Mon, 18 May 2026 12:50:52 GMT Editor choices > Advanced WYSIWYG editor > Elements of the Advanced WYSIWYG editor https://docs.document360.com/docs/tables-in-advanced-wysiwyg-editor https://docs.document360.com/docs/tables-in-advanced-wysiwyg-editor When a team member leaves your project or no longer needs portal access, you can either deactivate or delete their account. Deactivation is reversible — the user loses access immediately, but their contributions, articles, and analytics data are preserved, and the account can be reactivated later. Deletion is permanent and cannot be undone. Choose deactivation when you may need to reinstate the user; choose deletion only when you are certain the account is no longer needed.Deactivation vs. delet ... Mon, 18 May 2026 10:54:26 GMT User & reader management > User management https://docs.document360.com/docs/managing-team-account https://docs.document360.com/docs/managing-team-account Users are team members who log in to the knowledge base portal to create, edit, review, and manage content. Unlike Readers, who only consume the published knowledge base, users have portal access and are assigned roles that control what they can do. When you add a user, you specify their project role, content role, and the level of content access they receive.Before you beginBefore adding users, ensure the following:You have a Project Owner or Admin role.You have the email addresses of the users ... Mon, 18 May 2026 10:49:48 GMT User & reader management > User management https://docs.document360.com/docs/add-new-user https://docs.document360.com/docs/add-new-user To convert a user to a reader:Navigate to {{variable.Settings}} () > {{variable.Settings - Users and security}} in the left navigation bar in the Knowledge base portal.In the left navigation pane, navigate to {{variable.Team accounts and groups}}.Select one or more Document360 users (non-SSO) and click Convert to reader.Or, alternatively, you can select the desired user, click Deactivate and select Convert to reader in the dialog box. NOTEIf you select an SSO user when converting users to reader ... Mon, 18 May 2026 10:22:09 GMT User & reader management > User management https://docs.document360.com/docs/convert-user-to-reader https://docs.document360.com/docs/convert-user-to-reader In Document360, you can edit an existing user's portal role and content access permissions from the Knowledge base portal. Updating these settings lets you control what a user can view, manage, and contribute to within your project.Before you beginBefore editing a user, ensure the following:You have a Project Owner or Admin role.The user you want to edit already exists in the project.Edit a userTo edit the configuration of a user, follow the steps below:Navigate to {{variable.Settings}} () > {{v ... Mon, 18 May 2026 10:20:32 GMT User & reader management > User management https://docs.document360.com/docs/edit-user https://docs.document360.com/docs/edit-user There are three buttons found at the top of the list: Filter, Export, and Create.Filtering UsersTo narrow down the list of users:Click the Filter icon.Use the following parameters to refine your search, then click Apply:Portal role: Select all, Admin, Contributor, Owner, Reviewer, Custom role.Status: All, Active, Inactive.Account types: Select All, Document360 User, SSO User.Filtering ReadersTo narrow down the list of users:Click the Filter button.Use the following parameters to refine your sear ... Mon, 18 May 2026 10:04:00 GMT User & reader management > User management https://docs.document360.com/docs/filter-export-users https://docs.document360.com/docs/filter-export-users To convert a user to an SSO account:Navigate to {{variable.Settings}} () > {{variable.Settings - Users and security}} in the left navigation bar in the Knowledge base portal.In the left navigation pane, navigate to {{variable.Team accounts and groups}} > {{variable.Team accounts}}.Select one or more Document360 users (non-SSO) and click Convert to SSO account.From the Select SSO dropdown, choose an SSO configuration.Click Proceed.The SSO accounts are identified by an SSO badge displayed next to ... Mon, 18 May 2026 10:02:27 GMT User & reader management > User management https://docs.document360.com/docs/convert-user-to-sso https://docs.document360.com/docs/convert-user-to-sso You can use the Import users feature to add more than five team accounts to your project at once. Users are added by uploading a CSV file containing their email addresses and names, with roles and access assigned before the import is confirmed.Before you beginBefore importing users, ensure the following:You have a Project Owner or Admin role.You have the email addresses, first names, and last names of the users you want to add.Import usersYou can use the Import users feature to add more than fiv ... Mon, 18 May 2026 09:30:52 GMT User & reader management > User management https://docs.document360.com/docs/import-users https://docs.document360.com/docs/import-users Articles are the foundation of a knowledge base. Managing them effectively ensures that your documentation remains organized, user-friendly, and up-to-date. Document360 offers a range of options for creating, editing, and organizing articles to suit diverse needs.Imagine you're managing a large knowledge base with multiple contributors and a wide audience. You need tools to create, edit, and organize articles efficiently while maintaining consistency and accuracy. Document360 simplifies this pro ... Mon, 18 May 2026 09:12:19 GMT Managing content > Articles https://docs.document360.com/docs/managing-articles https://docs.document360.com/docs/managing-articles Eddy AI Chatbot allows you to create intelligent chatbots trained on your content. Unlike the Knowledge Base widget, Eddy AI Chatbot operates independently, giving you complete control over configuration, sources, and deployment. You can train your chatbot using multiple content sources, including your knowledge base articles, website pages, FAQs, files, support tickets from Freshdesk & Zendesk, and custom text entries.With Eddy AI Chatbot, you can provide instant, AI-powered assistance to your ... Mon, 18 May 2026 04:30:03 GMT AI features > Eddy AI Chatbot https://docs.document360.com/docs/ai-chatbot https://docs.document360.com/docs/ai-chatbot Announcement: Importing project exported before 12 August 2023 We have enhanced the Import and Export project feature, so you might need help importing any Document360 project files exported on or before 12 August 2023. Kindly contact the Document360 support for further assistance. Using the Export option in Document360, team accounts can export and download the documentation as a ZIP. The Exported Document360 ZIP file contains the following: Articles and category pages A ... Fri, 15 May 2026 10:47:00 GMT Content tools > Import & Export project/article https://docs.document360.com/docs/export-documentation-as-zip https://docs.document360.com/docs/export-documentation-as-zip The "Articles" analytics page provides data on overall article performance, geography data, and top categories and articles. From the Knowledge base portal, navigate to "Analytics > Articles" The "Articles" analytics page opens with an overview of article data Select the desired workspace (If any) using the dropdown at the top of the screen Select the desired language (if any) using the dropdown at the top of the screen The overview geography and article performance data for the last 7 days ... Fri, 15 May 2026 10:24:30 GMT Analytics https://docs.document360.com/docs/articles-analytics https://docs.document360.com/docs/articles-analytics