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Set up a FAQ page for your members

Admin

This guide shows Admins how to create, organize, and publish frequently asked questions in the StandShare Help Center. The FAQ section helps users find answers to common questions without contacting support.

Access FAQ Management

  1. Sign in with an Admin account.
  2. Navigate to Admin > Help Center (or Admin > FAQ) from the sidebar.
  3. You will see the FAQ management interface with a list of existing questions grouped by category.

Add a New Question and Answer

  1. Click + Add Question.
  2. Fill in the fields:
    • Question -- Write the question as a user would ask it (e.g., "How do I check my family account balance?").
    • Answer -- Provide a clear, concise answer. You can use basic formatting:
      • Bold for emphasis.
      • Bullet points for lists.
      • Links to other Help Center pages or app pages.
    • Category -- Select an existing category or create a new one (see below).
  3. Click Save.

The new question appears in the selected category.

tip

Write questions from the user's perspective using natural language. For example, use "How do I..." or "What happens when..." rather than technical jargon.


Organize Categories

Categories group related questions together, making it easier for users to browse.

Create a Category

  1. In the FAQ management view, click + Add Category.
  2. Enter the Category Name (e.g., "Account & Profile", "Events", "Financial", "Documents").
  3. Click Save.

Rename a Category

  1. Click the edit icon next to the category name.
  2. Enter the new name.
  3. Click Save.

Reorder Categories

  1. Use the drag handle or arrow buttons next to each category to move it up or down.
  2. Categories appear to users in the order you set here.

Reorder Questions Within a Category

  1. Navigate to the category containing the questions you want to reorder.
  2. Use the drag handle or arrow buttons next to each question to change its position.
  3. Questions appear to users in the order you set.
tip

Place the most commonly asked questions at the top of each category. Review your support inquiries periodically to identify which questions should be moved up.


Edit a Question or Answer

  1. Find the question in the FAQ management list.
  2. Click on it or click the Edit button.
  3. Update the Question, Answer, or Category as needed.
  4. Click Save Changes.

Changes are published immediately and visible to all users.


Delete a Question

  1. Find the question in the FAQ management list.
  2. Click the Delete button (or trash icon).
  3. Confirm the deletion.
warning

Deleting a question removes it permanently. If users have bookmarked the question, those links will break. Consider updating the answer instead of deleting if the topic is still relevant.


Publishing Changes

All FAQ changes (adding, editing, reordering, deleting) take effect immediately upon saving. There is no separate "publish" step for the FAQ.

If you want to prepare multiple changes before they go live:

  1. Draft your changes in a separate document.
  2. Make all edits in quick succession.
  3. Verify the published FAQ looks correct by visiting the user-facing Help Center page.

Best Practices

  • Keep answers concise. Users scan FAQs for quick answers. Use short paragraphs and bullet points.
  • Link to How-To guides. If a question requires a multi-step procedure, provide a brief answer and link to the relevant How-To guide for detailed instructions.
  • Review regularly. Update the FAQ at the start of each season to reflect any policy or process changes.
  • Use consistent language. Match the terminology used elsewhere in StandShare (e.g., "settlement" not "payout processing").

Next Steps