How-to guide

Publish or hide knowledge base content

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Control whether an article is available to customers and public visitors.

Audience: Knowledge managerFeature: CustomerPermission-aware

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1:35 English captions

Disable and restore a knowledge base article

Disable and restore a Pixie CRM knowledge-base article with live clicks. Save and verify both availability states while preserving the Internal Article audience setting.

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Recorded in a demonstration workspace; available options depend on your plan and permissions.
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Where to goKnowledge Base → Article status

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Control whether an article is available to customers and public visitors. Pixie CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Follow these steps

Go to Knowledge Base → Article status and select the relevant record or setup list.
Use search, filters or status tabs to confirm you are working on the intended item.
Check linked records, activity and permissions before changing status, ownership or visibility.
Use the available edit, status, reorder, attach, copy or delete action as required.
Complete any confirmation dialog carefully; destructive actions may be restricted when linked data exists.
Check the updated state in the list and record view.
Check downstream client portal, reporting or automation effects where applicable.

Settings to check

Company or individual nameCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Primary contactCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Billing and shipping addressCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Country, currency and languageCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Customer groupCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Assigned staff and portal settingsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

Search for duplicates first.
Use a shared business email only when appropriate.
Check contact permissions before sending portal access.
Check whether the result should be visible to a customer contact or only to staff.
Confirm the final status, activity entry, generated document or notification before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.

Browse connected topics:payment check currency approval service provider client portal notifications email customers

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