Knowledge Base Template

HR & Recruiting
Customer Support
Sales
Internal Tool

An internal tool to provide employees with easy access to up-to-date information (HR policies, product knowledge, sales assets) and answers to common questions.

knowledge base template snapshot

What can I do with this internal knowledge base template?

The main purpose of this template is to provide your team with a comprehensive internal knowledge base. Here are the workflows it supports:

Admin, manager, and employee logins

Secure logins, with different content views and actions for different access levels.

Content collections and owners

Display different content collections (e.g. product knowledge, HR policies), each with a collection owner who can manage the content.

Easy editing

Collection owners and admins can easily edit content entries, add and remove documents, and more.

Search functionality

Make it easy for team members to find information across collections.

Commenting and feedback

Team members can comment on individual pieces of content, or request content that may be missing from the knowledge base.

Responsive design

Allow users to access the platform from any device with a fully responsive design.

Why create an knowledge base with Softr?


This free template lets you build a custom internal knowledge base on top of your data, so you can centralize information for each team/department and ensure it stays up to date.


Admins, managers, and employees all have different access levels to view content collections, while collection owners can add, edit, and remove content. Team members can comment on content (request updates, etc) to provide feedback, or submit requests for new resources.

Rachel Quimby,

"Softr has allowed our company to think innovatively about our resources. It has organized everything from our team events, to detailed and categorized project notes so that we can always be on top of correspondence happening throughout the team."

Rachel Quimby, Business Strategy Manager, DCW Cost Management

Template Gallery

How this template works


To start using the knowledge base template:

  1. Click Use template
  2. Sign up or log in to your Softr account (it’s free, no credit card required!)
  3. Connect your data source (use Airtable if you want to connect the sample database)
  4. Replace sample data and ensure the data maps to each section correctly
  5. Set up user groups and permissions
  6. Test each workflow, integrating with other tools as needed (e.g. Zapier, Make, Stripe)
  7. Publish and share the URL with your clients


Oliver Thomas,

"Softr provided us with a unique combination of robust data management and feature creation tools combined with easy-to-edit content modules.”

Oliver Thomas, Maker Digital Systems Architect, MIT

FAQ

Because the knowledge base is an internal tool accessed by internal team members only, you can invite users to the platform or import your users list to give them access. Learn more about signup in our signup options help doc.

Softr takes security seriously and applies best practices such as server-side authentication, AWS storage, and more to make sure your data is safe and easy to access.

As soon as you click the Use the template button, you'll be immediately taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first (a Free account will work just fine).

Softr connects with Airtable, Google Sheets, SmartSuite, HubSpot, BigQuery, monday.com, Notion, SQL data sources, and more. This client portal template can only be used with Airtable, but if you don't have your data in this tool, you can start an app from scratch and connect to another supported data source. Use this template as a guide to the sections you might want to add to your app.

Build a custom knowledge base today

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Start with the template
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