Support and knowledge base
Organise knowledge base groups
Practical Pixie CRM instructions for organise knowledge base groups, including where to go, what to check and how to confirm the change saved correctly.
Where to goKnowledge Base → Manage Groups
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for organise knowledge base groups, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Knowledge Base → Manage Groups in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Group name, Description, Order, Visibility.
- Complete Organise knowledge base groups using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Group name
Description
Order
Visibility
Checks before you finish
- Confirm customer/contact and support department.
- Set priority and service context deliberately.
- Keep internal notes separate from client replies.
- Verify ticket status, assignee and outbound history.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.