1
Choose one first use case
Start with a procedure people ask about repeatedly: client onboarding,
meeting preparation, or a team handbook. Name one person responsible for
keeping it accurate.
2
Choose the access boundary
Use Company for broadly shared knowledge. Use a team vault when membership
needs to differ, and folders for topics with the same audience. Review
vault access before placing sensitive
material.
3
Choose a starting structure
An empty vault can receive a wiki template. Apply it before
adding files. If your vault already contains knowledge, organize it
deliberately; do not delete existing content merely to apply a template.
4
Write one useful page
Follow Build a company wiki. Include when to use
the procedure, its owner, steps, and links to supporting sources. Verify the
page appears in Search.
5
Invite and verify
Invite your teammate, grant the required vault role,
and send them Join your team. Have them open
the page using their own account. Your administrator view cannot prove their
access.