Skip to main content
The Knowledge Hub is a centralised resource library where you can organise links, documents, videos, and other assets into colour-coded categories. Staff can browse and open resources directly from the dashboard, and managers can pin frequently-used links in a sidebar for quick access.

​
Categories

Resources in the Knowledge Hub are grouped into categories. Each category has a name, optional description, an icon, and a colour.

​
Creating a Category

Click New Category in the top-right corner. Configure the following:
  • Name — required
  • Description — optional, shown below the category name
  • Icon — choose from a grid of icons
  • Color — pick a preset or enter a hex value
  • Team Access — optionally restrict which teams can view or manage this category (leave empty to allow all staff)

​
Managing Categories

Each category card has an overflow menu with Edit Category and Delete Category options. Deleting a category also removes all resources inside it. Categories can be collapsed or expanded by clicking the category header. A resource count badge shows how many resources are in each category.

​
Resources

Resources are individual items inside a category. Each resource has a title, URL, type, and optional description and cover image.

​
Resource Types

TypeBest used for
LinkGeneral web URLs
DocumentDocs, guides, written reference
VideoYouTube, Loom, or any video URL
ImageDirect image URLs
FileDownloadable files
The type is displayed as a badge and affects how the resource icon appears on the card.

​
Adding a Resource

Click Add on a category card. Configure:
  • Type — one of the five types above
  • Title — required
  • URL — required
  • Description — optional, shown below the title on the card
  • Card Cover — optional image, title, and description that appear on the card itself (the cover title overrides the resource title on the card)

​
Card Covers

Expanding the Card Cover section lets you provide:
  • A cover image URL — shown as a banner at the top of the card
  • A cover title — shown instead of the resource title
  • A cover description — shown below the cover title
Categories with any covered resources switch to a grid layout; categories with no covers use a compact list.
The right-hand sidebar shows a Pinned section. Pinned links are quick-access bookmarks visible to all staff regardless of category permissions. Click + next to the Pinned heading to add a link. Each pinned link has a title, URL, optional note, and an icon chosen from a grid of options. Hover over any pinned link to reveal edit and remove buttons.

​
Filtering

A search bar in the top-right filters visible categories and resources by name. Clearing the search restores the full view.

​
Access Control

Viewing the Knowledge Hub requires CanView on the Knowledge Hub page (or Owner/Admin status). Managing categories and resources requires CanManage.