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Plans are prepared on request. Once you have agreed a plan with us, we open your workspace and send an invitation to the first owner account.

The owner can then create spaces, invite people and assign roles.

Open the invitation email, choose a password and sign in. If the invitation has expired, ask the workspace owner, or us, to send a new one.

Create one space for the team that asks the most questions.

Write the three procedures you are asked about most often.

Give each one an owner and a review-by date, then invite that team.

Workspace owners create spaces from the sidebar. Give the space a clear name, such as a team (Kitchen) or a site (Downtown store).

Choose which roles can read and which can edit before inviting anyone.

Pages sit in a tree. Drag a page under another to make it a sub-page; links to it keep working wherever it moves.

Start with the situation in the title: “Closing the shop on Sundays” is easier to find than “Sunday procedure”.

Use numbered steps, one action per step, and put warnings before the step they apply to.

Select the words that should become a link and choose the page to link to. The page you link to will list your page among the pages that link to it.

Choose “New page from template” and pick a layout. Any page can be saved as a template by an editor of its space.

Every page has an owner field and a review-by date in its page details. Pick a date that suits how often the procedure changes: monthly for menus, yearly for building access.

Once the review-by date has passed, readers see that the page is due for review, and its owner is reminded.

The owner checks the page, edits it if needed, and marks it as reviewed with a new date.

Create a path, add the pages in reading order, and assign it to the new starter when you invite them.

You can see which pages they have opened; there is no score or test.

Each person has a role. For every space, the owner decides whether that role can read, edit or manage access.

People only see the spaces their role can read.

When someone leaves, a workspace owner removes them from the workspace. Their past edits stay in each page’s version history.

Open a page’s history to see every saved version. Select two versions to compare them side by side.

Restoring an older version saves it as a new version, so nothing is overwritten.

Plans are agreed with us directly. To add people or sites, or to change your plan, write to us from the email address of a workspace owner.

Cancellation takes effect at the end of the current subscription period, as set out in your order. Ask for a copy of your content before that date.

The full rules are in our Cancellation policy.