Templates: B2B SaaS
Last updated February 7, 2025
Overview
A B2B SaaS help center needs to cater to various user roles within an organization, from end-users to administrators. This template will help you create a comprehensive support center that addresses technical details, account management, and business processes.
Getting Started
a. Product overview and core features b. System requirements and supported browsers c. Account creation and initial setup d. Quick start guide for different user roles
Account Administration
a. User management and role assignments b. Single Sign-On (SSO) configuration c. Security settings and best practices d. Billing and subscription management
Core Functionality
a. Dashboard navigation and customization b. Key features explained in detail c. Workflow setup and optimization d. Data import and export procedures
Advanced Features
a. In-depth guides for power users b. Custom report creation c. API documentation and usage d. Integrations with other business tools
User Management
a. Adding and removing users b. Setting up teams and departments c. Permission levels and access controls d. User activity monitoring
Data Security and Compliance
a. Data encryption and storage policies b. Compliance certifications (e.g., GDPR, HIPAA) c. Data backup and recovery procedures d. Audit logs and reporting
Customization and Configuration
a. White-labeling options b. Custom fields and workflows c. Notification settings d. Branding and design customization
Reporting and Analytics
a. Standard reports overview b. Creating custom reports c. Data visualization tools d. Exporting and scheduling reports
Troubleshooting
a. Common issues and resolutions b. Error message explanations c. Performance optimization tips d. Browser-specific troubleshooting
Integrations
a. List of supported integrations b. Step-by-step integration guides c. Custom integration using APIs d. Troubleshooting integration issues
Updates and Maintenance
a. Release notes and update schedules b. Feature deprecation notices c. Planned maintenance communications d. Beta program participation (if applicable)
Training and Onboarding
a. Video tutorials for different user roles b. Webinar schedules and registration c. In-app guided tours d. Certification programs (if available)
Account Management
a. Contacting your dedicated account manager b. Escalation procedures c. Service Level Agreement (SLA) details d. Account review and optimization sessions
Billing and Licensing
a. Understanding your billing cycle b. License management and allocation c. Upgrading or downgrading your plan d. Payment methods and invoicing
Support Options
a. Submitting a support ticket b. Live chat availability c. Phone support hours and process d. Community forums and knowledge sharing
API and Developer Resources
a. API documentation b. Code samples and SDKs c. Developer community and resources d. Sandbox environment access
FAQs
a. General product FAQs b. Account management FAQs c. Billing and subscription FAQs d. Technical FAQs
Legal and Compliance
a. Terms of service b. Privacy policy c. Data processing agreement d. Acceptable use policy