Help Center privacy controls
Make your Help Center accessible only to authenticated end-users and limit the access of certain articles to select user groups.
Written By Markus Palm
Last updated 4 days ago
Overview
You can decide exactly who can view your Help Center and its articles:
Only restrict specific articles: Have a public Help Center, but limit certain articles to your internal team or specific customer segments.
Restricted Help Center: All visitors are required to log in to prevent unwanted access and competitors from spying. You can only allow access to specific user groups.
The most common setup is to have a public Help Center and limit access to only specific roadmap views (first option).
Limiting articles to team members or specific user groups
If you want to keep a public Help Center but still control access to certain articles:
Open the article whose privacy settings you want to control
Click on ‘Everyone’ in the top right corner
Choose ‘Team members’ or ‘Segments’ and select the customer segment(s) you wish to give access to.
Learn how to create customer segments here. To use custom attributes (e.g. location, plan, etc.) for segments, you must have synced customer data.
Now, the article:
Won't be suggested to people outside the user segment during searches
Won’t be indexed by search engines, ensuring only people in the segment will see them in your Help Center
Tip for sharing internal docs with your team members who are not admins in Featurebase
Tip for sharing internal docs with your team members who are not admins in Featurebase
Instead of selecting the ‘Team members’ option, create a segment with the filters:
Email address contains @yourcompanyname or
Company name is ___
Help Center visitor authentication
To avoid competitors’ spying and unwanted attention, you can make your entire Featurebase Portal (including the Help Center) require visitors to log in. This is done via a private organization.
When users come from your app, the authentication is automatic, so the user experience will not be impacted. Otherwise, they'll be redirected to a regular login page. Once logged in, you can decide who gets access.
For example, you can:
Give access only to your company’s employees for a fully internal Help Center
Give access only to paying customers
The options are endless because you have full control.
Learn to set it up from here →
Note: This also limits access to all other parts of Featurebase to only authenticated users, including the Feedback Forum, Updates, and Roadmap.
FAQs
What does it look like when unauthenticated visitors try to view your Help Center?
What does it look like when unauthenticated visitors try to view your Help Center?
If your Help Center is set for logged-in users only, anyone visiting while logged out will be prompted to log in:
Can I control the access to a collection?
Can I control the access to a collection?
No, privacy controls are set per article. There are no plans to support this feature for collections due to its complexity. For reference, even the industry-leading tools (like Intercom) don’t support it.
Can I restrict the privacy of multiple articles in bulk?
Can I restrict the privacy of multiple articles in bulk?
No, currently, the only way to set privacy controls is to adjust each article individually.
Still need help? Ask the team