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[Workplace] Set Up How-To Guides for Employees

Publish internal guides, policies, and resources directly in the Web Portal so employees can find them without asking.

Written by Krasto Milchev

"How-to Guides" is a Web Portal section for anything employees need to reference. Desk booking instructions, Wi-Fi passwords, office rules, links to external docs. Guides can be scoped to specific locations or available to everyone.


Turn on how-to guides

How-to Guides are off by default. To turn them on:

  1. Go to Settings > Advanced Settings > Employee Apps > App Pages.

  2. Select the How-to Guides checkbox.

  3. Scroll down and select Update.


Create a guide

  1. Go to Communication > How-to Guides.

  2. Click Add Article.

  3. Fill in the fields:

    • Name The title employees see in the Web Portal.

    • Locations – Scope the guide to specific locations, or leave blank to make it available everywhere.

    • Content – The body of the guide. Paste directly from a document, images included.

    • File – An attachment that employees can download.

    • URL – A link to an external resource or a more detailed guide outside Workplace.

  4. Click Add.


Rename the How-to Guides section in the Web Portal

The default label in the menu is "How-to Guides." To change it:

  1. Go to Settings > Advanced Settings > Employee Apps > App Pages.

  2. Scroll to Main Menu and select How-to Guides.

  3. Edit the Title, adjust the order, or swap the icon.

  4. Click Update.


How it looks in the Web Portal

Here is an example from the Web Portal:

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