Before you begin
Choose a small pilot topic, the people responsible for it, and whether the first knowledgebase should be public or private. Start private while content is still being checked.
First-day setup
Open Settings and confirm Company and Reader domain and the public Reader address.
Create one private pilot knowledgebase with a clear name and description.
Create five to seven categories based on Reader goals.
Open People and access and invite at least one Editor and one Reader.
Configure the Brand kit and preview the Reader Portal.
Create and publish one representative article.
Open the Reader Portal using a Reader account or private window and verify access, navigation, search, and article display.
A successful pilot
The pilot has named owners, a small category structure, representative published content, and a Reader route that behaves correctly for people without authoring access.