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Creating a Help Guide Article

  • Updated

The Help Guide allows administrators to create organisation-specific help and guidance for users directly within the PowerHouse platform.

Help articles can contain formatted text, images, links, videos and other supporting information. Articles can also be assigned to selected groups so that help content can be targeted to the appropriate users.

Accessing the Help Guide

Select Help guide from the top menu.

The Create a Help Article page will open.

Creating a Help Article

Use the Content editor to create the information you want to provide to your users.

The editor provides formatting and content tools that allow you to add and format information such as:

  • Headings and text
  • Numbered and bulleted lists
  • Links
  • Tables
  • Images
  • Videos and other media

This allows help articles to include both written instructions and visual guidance.

Adding Content

Enter your help content into the Content editor.

Use headings to break longer articles into clear sections and include images or videos where they make instructions easier for users to understand.

When creating instructions, keep the content concise and use the same terminology users will see within the PowerHouse platform.

Assigning the Article to Groups

The Assign to Groups section controls which users can access the help article.

To assign an article:

  1. Locate Assign to Groups below the Content editor.
  2. Search for the required group or browse the available groups.
  3. Select the group or groups that should have access to the article.
  4. Select Select all if the article should be made available to all applicable groups.

Assigning help articles to groups allows different guidance to be provided to different audiences within your organisation.

For example, you could provide help content specifically for managers, employees, contractors, particular departments or other user groups configured within your PowerHouse environment.

Creating Effective Help Articles

When creating help content, we recommend:

  • Use a clear title that describes what the article helps the user do.
  • Keep instructions simple and task-focused.
  • Use numbered steps for processes that need to be completed in sequence.
  • Use headings to divide longer articles into logical sections.
  • Include screenshots where they help users identify the correct screen or function.
  • Use the same terminology that appears in the platform.
  • Assign the article only to the groups that need the information.
  • Review help articles periodically to ensure the information remains current.

Note: The groups available for assignment will depend on the groups configured within your PowerHouse environment and your administrator permissions.