> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/portal-overview/setup-faq.md).

# How to Set Up FAQs

FAQs let you publish a categorized, searchable knowledge base on your member portal. Once created, FAQs appear automatically at the `/faq` page on your portal.

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Admin Setup**: Your member portal must be configured and accessible. See: [Member Portal — Overview](/products/portal-overview.md).

### Instructions

#### Step 1: Create FAQ categories

FAQ categories group your questions into sections (e.g., "Billing", "Events", "Membership").

1. Navigate to [**Settings > Manage Categories**](https://control.peoplevine.com/admin_categories.aspx).
2. Click **CREATE A CATEGORY**.
3. Enter the category name.
4. Assign the category to **Content**.
5. Click **CREATE NOW**.
6. Repeat for each category you need.

#### Step 2: Add FAQ entries

1. Navigate to [**ENGAGE > FAQs**](https://control.peoplevine.com/faq).
2. Click **ADD A FAQ**.
3. Complete the FAQ fields:
   * **Question** -- The question members will see.
   * **Answer** -- The response displayed when the question is expanded.
   * **Keywords** -- Search terms that help members find this FAQ.
   * **Category** -- Select one of the categories you created in Step 1.
4. Click **CREATE**.

#### Step 3: Organize and preview

* To reorder your FAQs, click **RE-ORGANIZE FAQS** from the FAQs list page.
* To preview the member-facing FAQ page, click **LAUNCH FAQS** -- this opens the `/faq` page on your portal.
* You can search existing FAQs using the **Search FAQs** field at the top of the list.

> **Note (Pro Dash):** FAQs may not appear in the Pro Dash navigation menu. Access the FAQ management page directly at `/faq` in the Control Panel URL bar.

### Best Practice

Link directly to a specific FAQ category from emails or portal navigation menus using `yourportal.com/faq?category_no={category_no}`.

### What Happens Next

* **On the member side**: A `/faq` page appears on your member portal displaying all published FAQs grouped by category. Members can browse categories to find answers.
* **Next step**: Add content pages to complement your FAQs. See: [How to Manage Content Pages](/products/portal-overview/manage-pages.md).

*Last updated: 2026-05-24*


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.peoplevine.com/products/portal-overview/setup-faq.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
