Bitrix24 Helpdesk

FAQ: Knowledge base

In Bitrix24, you can create a knowledge base, which is an online resource with clear navigation and built-in search. Use it to store instructions, policies, and other important information. It helps new employees get up to speed faster and keeps your team aligned on shared processes.

In this article:

Find more helpful answers in the article: FAQ: Bitrix24 tools.

Which plans include knowledge bases

Knowledge bases are available on all Bitrix24 plans. Available features depend on your plan.
Bitrix24 plans and pricing

Number of company knowledge bases:

  • Free — 1
  • Basic — 3
  • Standard — 3
  • Professional and Enterprise — unlimited

Group and project knowledge bases are available on Standard, Professional, and Enterprise plans.

Import and export are available on all plans.

Access permissions are available on Standard, Professional, and Enterprise plans.


Add a video to a knowledge base

You can add videos from YouTube or Bitrix24 Drive. Videos help explain processes and improve training materials.

Only administrators or users with edit permissions can add videos.
Company knowledge bases: Access permissions
Workgroup knowledge base: Access permissions

Open a knowledge base:

  • Company-wide: go to Employees > Knowledge base.
  • Workgroup: go to Workgroups, open a group, then click More > Knowledge base in the top menu.

Add a video:

  1. Open the knowledge base.
  2. Click Edit article.
  3. Choose where to place the video and click Add block.

Add a video from an external service:

  1. Open the Video tab and choose a template.
  2. Click Edit.
  3. Copy the video URL.
  4. Paste it into the Video link field.
  5. Choose autoplay or click-to-play.
  6. Save.
Only public videos will play. Private or restricted videos will not work.

Add a video from Bitrix24 Drive:

  1. Go to Buttons and links.
  2. Select a template and click the button.
  3. Enter a label.
  4. Choose Open file as the action.
  5. Click Select file and choose the video.
  6. Save.

Add a file from Bitrix24 Drive to Knowledge base

Anyone with access can view and download the file. Avoid adding sensitive content.

Add a search bar to a knowledge base

You can add or replace a search bar in your knowledge base.

Only administrators or users with edit permissions can make changes.
Company knowledge bases: Access permissions
Workgroup knowledge base: Access permissions

Open a knowledge base:

  • Company-wide: go to Employees > Knowledge base.
  • Workgroup: go to Workgroups, open a group, then click More > Knowledge base in the top menu.

Add a search bar:

  1. Open the knowledge base.
  2. Click Edit article.
  3. Go to the Sidebar tab.
  4. Select Search bar or Search field.
  5. Click Design to customize it.

Change the cover of a knowledge base

A custom cover helps your knowledge base stand out.

Only administrators or users with settings permissions can update it.
Company knowledge bases: Access permissions
  1. Go to Employees > Knowledge base.
  2. Open the knowledge base.
  3. Click Edit article > Settings (⚙️) > Page settings.
  4. Click the pencil icon on the cover.
  5. Upload or generate an image.
  6. Save.

Create a custom knowledge base template

You cannot save a knowledge base as a reusable template. Instead, use export and import.

Only administrators or users with full access can do this.
Company knowledge bases: Access permissions

Export:

  1. Go to Employees > Knowledge base.
  2. Select a knowledge base.
  3. Click Actions > Export > Download.

Import:

  1. Click Settings (⚙️) > Import Knowledge base > Upload.
  2. Select the archive.
  3. Open it and click Edit article if needed.

Hide a knowledge base from an employee

In Bitrix24, you can create roles with different access levels for knowledge bases and assign them to employees, groups, or departments. Users only see the knowledge bases included in their permissions. If a role does not include access to a specific knowledge base, the employee will not see it.

  1. Go to Employees > Knowledge base > Settings (⚙️) > Access permissions.
  2. Click Add > Add specific permissions for a knowledge base.
  3. Select the knowledge base.
  4. Enter a role name and configure permissions.

Knowledge base section

  • View allowed: The employee can open the section and see the list of knowledge bases.
  • View not allowed: The Knowledge base section is hidden from the menu. The employee can only open available knowledge bases using direct links.
  • Full access: Set to No access. If a user has full access to the section, they will see all knowledge bases, including restricted ones.

Knowledge base list

  • Set all actions to No access. This prevents users from exporting restricted knowledge bases or sharing them.

Content of all knowledge bases

  • Set all actions to No access. This hides all knowledge bases except those with specific permissions.

Specific permissions for a knowledge base

Choose an option for each action:

  • View: Required to open the knowledge base.
  • Edit: Allows the user to update content.
  • Change settings: Allows updates to settings and design, such as name, colors, background, and fonts.
  • Delete: Allows the user to delete the knowledge base.

5. Save the changes.

Assign roles to employees:

  1. Click Add.
  2. Select users, groups, or departments.
  3. Assign a role and save.

Users will only see knowledge bases allowed by their roles. If they open a restricted link, they will see an access error.


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