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Knowledge Base

Internal knowledge base for team. Simplify new employee onboarding, share access, guides and important information directly inside PostTrack.

Knowledge Base

Capabilities​

Centralized storage for all important documents, instructions and materials for team.

What you can store:

  • Campaign launch instructions
  • System work guides
  • Service and account access
  • Checklists and procedures
  • Creative and approach databases
  • Team FAQ
  • Onboarding materials
  • Internal regulations

Benefits:

  • All information in one place
  • No need for external wiki or Google Docs
  • Role-level access control
  • Quick base search
  • Change history

Knowledge Base Structure​

Categories​

Organize knowledge by categories for convenient navigation.

Example categories:

  • Newcomer onboarding
  • Traffic management
  • Integration setup
  • Service access
  • Creative approaches
  • Financial procedures
  • Technical support
  • Rules and regulations

Articles​

Create articles with detailed information under each category.

Article capabilities:

  • Formatted text (headers, lists, highlighting)
  • Image and screenshot insertion
  • Embedded videos
  • Code blocks for technical instructions
  • Data structuring tables
  • External resource links
  • File attachments

Three-Level Access System​

Flexible content visibility control at three levels.

Level 1: Role-Level Permissions​

Basic control through role system.

Permission types:

  • Full Access - view, create, edit, delete all content
  • Management - create and edit articles, manage categories
  • View - read available articles only
  • No Access - knowledge base hidden

Level 2: Category-Level Access​

More precise control at individual category level.

Capabilities:

  • Show category only to specific roles
  • Open category to specific users
  • Hide confidential categories from most

Level 3: Article-Level Access​

Most detailed control level for individual articles.

Capabilities:

  • Open specific article to individual user
  • Provide temporary article access
  • Hide article from others in category

Workflow​

Creating Category​

  1. Open Knowledge Base section
  2. Click "Create Category"
  3. Fill in: name, description, icon
  4. Configure access
  5. Save category

Creating Article​

  1. Select category
  2. Click "Create Article"
  3. Write: title, content (formatting, images, files)
  4. Configure access (optional)
  5. Publish or save as draft

Usage Examples​

New Employee Onboarding​

Category: Welcome

  • Access: all new employees (role "Intern")

Articles:

  • "How to Start with PostTrack"
  • "First Steps: Account Setup"
  • "Where to Find Help"
  • "Team Contacts"

Work Guides​

Category: Buyer Instructions

  • Access: "Buyer", "Team Lead", "Owner" roles

Articles:

  • "How to Launch Facebook Campaign"
  • "Keitaro Bundle Setup"
  • "ROI Optimization: Checklist"
  • "Working with Creatives"

Access and Passwords​

Category: Service Access

  • Access: only "Owner" + "Team Lead" roles

Articles:

  • "VPN Access"
  • "Ad Cabinet Accounts"
  • "API Keys and Tokens"
  • "Server Access"

Important​

  • Security - three-level access system protects confidential information
  • Flexibility - configure access as needed for your team
  • Simplicity - intuitive editor for creating articles
  • History - all changes saved and can rollback to previous versions
  • Centralization - no external services needed, everything inside PostTrack
  • Team — role and user management for access
  • Tasks — can link to articles in tasks
  • Activity Log — knowledge base change history