Knowledge Base

The Knowledge Base helps you document, organize, and share important information with your team.

Content Types

Policies

Document company policies — rules, guidelines, and standards that your team must follow. Policies use a rich text editor with live preview.

Examples: Code of Conduct, Data Privacy Policy, Health & Safety Guidelines.

Procedures

Create step-by-step operating procedures. Each procedure has:

• A rich text body for context and instructions
• Numbered or bulleted steps
• The ability to add, remove, and reorder steps

Examples: Equipment Setup Procedure, Customer Onboarding Workflow, Incident Reporting Process.

Definitions

Build a shared glossary of terms and definitions. Each definition entry includes:

• One or more definitions
• Optional etymology or background information

Examples: Industry terminology, acronyms, technical terms.

Who Can See What

• Admin users can view, create, edit, and delete all knowledge items
• Regular users can only see items that have been assigned to them

Assigning Knowledge

Admins can assign knowledge items to specific team members. This ensures each person sees only the information relevant to their role.

Plan Availability

The Knowledge Base feature is available on select plans. If your plan does not include it, you will see information about upgrading when you visit the Knowledge page.