Organize & access

Wiki access is set for the whole knowledge base, not per article. Three roles decide what a person can do, and an administrator assigns them in Settings → Users. Anyone with the Viewer role reads every article in the workspace; you cannot hide one article from a colleague who can read the wiki. This page covers the roles, how the wiki is scoped when you run more than one company, and the ways to connect articles to the rest of your work.

Who can do what

To grant a role:

1. Open Settings → Users.
2. Open the person.
3. Set their level of Wiki access to Viewer, Editor, or Manager.
4. Save.

Until someone holds a Wiki role, the app does not appear in their grid. Access is set at the workspace level: there is no per-article restriction, and no public or portal version of the wiki, so articles stay inside your workspace.

More than one company

If your workspace runs several companies, each article belongs to one company, and people see only the articles for the companies they work in. In a single-company workspace this makes no difference.

Link an article to a contact

File an article under a contact to organize the knowledge base by client, such as an account playbook or notes on one customer.

1. Open the article.
2. Set its Contact.
3. In the article list, group by Contact to see every article filed under each one.

Reference an article from your work

Every article has a stable link. Copy it and paste it into a deal in CRM, a project task, or any record's chatter, so the instructions sit next to the work they explain.

Turn a page into its own menu

Promote a page, and the pages under it, into its own menu entry anywhere in the workspace, so a large reference lives where people already work. Use the Create Menu action on the page.

Find every attachment in one place

People with Central access to Documents get a Documents view inside Wiki that gathers every file attached to any record they can read, searchable and groupable by the kind of record. An administrator turns this on in Settings. This is separate from the Documents app, where you store and share files.

Related

• Wiki overview
• Write articles
• Store and share files in Documents.
• Link the knowledge base to your pipeline in CRM.