1
Accept your invitation
Open the invitation link and sign in with the invited email. Confirm the
workspace name before accepting. Joining an existing team does not require
creating a separate paid workspace.
2
Find the team’s knowledge
Open Knowledge, choose Company in the Vault selector, and look
for an index or onboarding page. If your inviter gave you a page title, use
Search and open the saved source.
3
Read before editing
Follow the links relevant to your role. New members normally start with
Company Viewer access. Ask a vault admin for Editor access when your
responsibilities require shared edits.
4
Try a personal note
Choose your personal vault and follow Create your first page.
Write a question or checklist for your first week. Select that vault
explicitly when searching for the note.
5
Continue with your team
Ask your inviter where to contribute changes. If you have an authorized
teammate available, use a Follow-up to request
a review of a shared page.
Check your result
You can reopen a Company page, identify the current workspace, and find your saved personal note. Your personal note does not become shared just because you joined the workspace.If it did not work
Next: Everyday cheat sheet. Connect an AI tool
later if you need one.