Welcome to Knowpoint
What Knowpoint is, how the screen is laid out, and where to find things.
Knowpoint is where your team documents everything about the clients and systems you look after: organizations, locations and contacts, assets, passwords, documents, domains and anything else you need. It's built so that the right answer is always one search, or one question, away.
How the screen is laid out
Knowpoint has two kinds of navigation, and knowing which is which makes everything easier.
The left sidebar is global. It works across all your clients:
| Sidebar item | What it's for |
|---|---|
| Dashboard | Your starting point: organizations, recent documents and everything expiring soon. |
| Organizations | Every client (and your own company). Open one to see its documentation. |
| Knowledge Base | Internal articles shared across all clients: procedures, standards, how-tos. |
| Domains & SSL | Every tracked domain and certificate, across all clients. |
| Tags | Labels such as HIPAA or Critical, and everything that carries them. |
| Ask AI | Ask questions about your documentation in plain English. |
| Search | Full search, with filters. |
| Flexible assets | Shortcuts to the flexible asset types your admin has pinned, such as Email or Backup. |
| Admin | Users, roles, asset types, integrations and settings (admins only). |
Inside an organization, the tabs along the top are local. They only show that client's documentation: Overview, Assets, Flexible assets, Passwords, Documents, Domains, Contacts, Locations and AI Import.
Tip: If you ever feel lost, the sidebar always takes you back. The tabs only change what you see within the client you're in.
The top bar
- Search box: press / or Ctrl+K from any page to search everything. See Searching.
- 🔔 Notifications: alerts about expirations, security changes and more. See Notifications and alert rules.
- 💡 Tips: short explanations of the main ideas, a button to replay the welcome tour, and a link to this Help Center.
- 🖥️ Theme: switch between light, dark and your system setting.
- Your name: your profile, where you set up two-factor authentication.
The welcome tour
The first time you open the dashboard, Knowpoint walks you through the layout in a few short steps. You can skip it, and replay it at any time from 💡 Tips → Take the tour.
Admins get a second, short tour the first time they open Admin. It covers only the sections you can manage, such as users and roles, security, integrations and notifications. Replay it from 💡 Tips → Admin tour on any Admin page.
Where to go next
- New workspace? Follow Setting up your workspace.
- Want to add your clients? Start with Organizations, locations and contacts.
- Already use ConnectWise, Halo or NinjaOne? Sync them in instead of typing.