Categories keep your Customer Portal organized and help customers find what they're looking for faster. Each article belongs to a category, and categories appear as browsable sections on your portal's homepage.
Creating a category
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Go to Customer Portal → Content → Categories.
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Click New category.
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Fill in the category details:
- Thumbnail — A visual image representing the category, shown on the portal homepage. Choose between uploading a pre-made Image or using Custom to build one from the icon and background color.
- Icon — An emoji or icon that visually represents the category. Shown on the category card depending on your category display settings.
- Name — The category title displayed to customers on the portal (e.g. "Getting started").
- Slug — The URL-friendly version of the category name, used in the category's web address. Auto-generated from the name but can be edited manually.
- Description — A short optional summary of what topics this category covers, shown below the category name on the portal.
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Click Add.
Reordering categories
The order of categories determines how they appear on your portal homepage. To change the order:
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Go to Customer Portal → Branding → Help-Center Categories → Category order.
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Click and drag any category to reposition it.
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The new order saves automatically.
Tips for good categories
- Use broad, intuitive names that match how customers think about their problems — not how you think about your product.
- Aim for 5–10 categories. Too few makes articles hard to find; too many is overwhelming.
- Keep categories balanced — if one category has 20 articles and another has 2, consider splitting or merging.
- Review your categories regularly as your portal grows.