Knowledge Hub Setup SOP

Purpose

This SOP provides a step-by-step guide for setting up a Knowledge Hub for clients. The process is divided into three main parts: General Settings, Appearance, and Domain.

Part 1: General Settings

Step 1: Configure Workspace Name

1. Navigate to the Knowledge Hub workspace.
2. Set the workspace name in the following format:
   • [Company Name] Knowledge Hub
   • Example: Royal Assistants Knowledge Hub

Step 2: Add Copyright Notice

1. Include the following copyright statement:
   • © [YEAR] [Company Name] x Royal Assistants
   • Replace [YEAR] with the current year.

Step 3: Update Description

1. Use the following template for the workspace description:

   Welcome to your Knowledge Hub!
   We’re excited to have you here! This hub is designed to be your go-to resource for all things related to our support services. Whether you’re looking for step-by-step guides, best practices, or troubleshooting tips, you’ll find everything you need right here.

   If you have any questions, reach out via email or Slack.

   Welcome aboard, and happy exploring!

Step 4: Adjust Important Settings

1. Access Settings:
   • Enable/Disable Workspace → Enabled
2. Feedback Settings:
   • Allow rating feedback → Disable
3. Backlink Settings:
   • Show backlink → Disabled

Part 2: Appearance

Step 1: Upload Client Logo

1. Use the client's logo provided.
2. Ensure the logo is appropriately formatted and sized.

Light Logo

Dark Logo

Favicon

Step 2: Customize Theme

1. Select a color palette that aligns with the client’s brand.
2. Update font styles and layout preferences, if required.

Header Links

1. https://www.royalassistants.com | Back to Website

Part 3: Domain Setup

Custom Domain

• CompanyName.Royalssistants.com
  • booxmax.royalassistants.com

This will need to be added to the Wix DNS settings:

Step 1: Access Domain Settings

1. Navigate to the Billing and Subscriptions section.
2. Select Domains and locate the relevant Knowledge Hub domain.

Step 2: Add a CNAME Record

1. Copy the CNAME details provided by the system.
2. Go to the DNS Management section in your domain provider’s platform.
3. Add a new CNAME record with the following details:
   • Host: Abbreviation of the company name (e.g., EQSave)
   • Target: Link provided in the Knowledge Hub domain settings.

Step 3: Validate the Domain

1. Return to the Knowledge Hub domain settings and click Update Settings.
2. Wait for domain propagation (may take up to 24 hours).
3. Ensure the domain is successfully linked and operational.

Step 4: Confirmation

1. Monitor for an email notification confirming domain setup.
2. Verify the domain by accessing the Knowledge Hub directly.

Final Steps

1. Preview and Publish: Ensure all configurations are accurate before publishing.
2. Test Accessibility: Verify all links, embedded content, and settings.
3. Document and Share: Save a copy of this SOP and provide the client with a brief summary.