Help page design

The Help & Support page in your CSRconnect Community consolidates all support options for employees into one central location. Help & Support for employees describes this page's options in detail.

The majority of the Help & Support page is populated with community information, but some elements can be customized and segmented from the CSRconnect Admin Portal.

Your role must include the Can Manage Helppage Design permission.

  1. Go to CSRconnect Admin Portal, Community setup, Community, Help Page.

  2. Drag and drop a file from your computer or select Upload file to browse and select the file.

    Note: For best results, limit file size to 2 MB or less.

  3. Use the checkbox to determine whether to display the Suggest an Organization option.

  4. In communities with segmentation, you can copy over the current settings to other segments.

    • Select Apply to Segments.

    • Select the segment(s) that will inherit these settings and select Apply.

    • Check the segment(s) again to confirm, then select Confirm and Apply.

  5. Select Save.