Wiki
Wiki is your shared knowledge base, the place to write down how your company does things so everyone can find it. It comes with every workspace. You write articles in a rich editor, group them into categories, and every save is kept as a version you can compare later. Open Wiki from the app grid to start.
What you can do
- Write articles. A rich editor for guides, policies, and notes, with headings, tables, links, and images. See Write articles.
- Organize into categories. Group articles under categories, and nest categories to build the tree your team browses from the top down.
- Keep every version. Each save records a version with its author, so you can compare two versions and see what changed. See Write articles.
- Link to your work. Every article has a stable link you paste into a deal, task, or record, and you can file an article under a contact. See Organize & access.
Who can read and edit
Wiki has three levels of access, granted in Settings → Users:
| Role | Can |
|---|---|
| Viewer | Read every article in the workspace |
| Editor | Create and edit articles |
| Manager | Everything an editor can, plus delete articles and manage categories |
Access covers the whole knowledge base, not one article at a time. See Organize & access for how roles, company scoping, and links to contacts fit together.
The Wiki menu is role-gated
Wiki is installed in every workspace, but the app appears only for people who hold one of these roles. A workspace owner grants the role in Settings → Users before Wiki shows up in someone's app grid.
Related
- Write articles
- Organize & access
- Store files alongside your knowledge in Documents.
- Reference an article from a deal in CRM.
Last reviewed: 2026-07-21
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