Help Document
Creating and Managing Wikis

    CREATING AND MANAGING WIKIS

    Administrators can create wikis and assign managers to curate wiki content. Wikis can be shared with guests or users.

    Requirements:

    To create wikis and assign permissions, users must be assigned a user role with one of the following permissions:

    • Administrator System Role

    To manage wikis, users must be assigned a user role with the following permissions:

    • Administrator System Role
    • Wiki manager role

    TO CREATE A WIKI:

    1. In the Setup Home page, click Create > Wikis.
    2. Click New.
    3. Configure the fields:
      • Name: Enter a title for the wiki.
      • Path: Enter the link URL for the wiki.
      • Language: Select the language of the wiki.
      • Description: Enter a brief statement describing the wiki. The description will appear under the Wiki title when viewed by users.
      • Status: Select if the wiki will be in Draft (not visible) or Published (visible).
      • First Page: Select the page users will see first after navigating to the wiki. Note*: This field is required if Published Status is selected.
      • Enable Search: Check the checkbox to enable the search feature.
    4. Click Save.

    TO MANAGE WIKI SETTINGS:

    1. Navigate to the wiki page. Next to the wiki’s title, click the Edit icon.
      Admins Only: In the Setup home page, click Create > Wikis. Select the wiki you want to manage and then click the Settings tab.
    2. Configure the fields:
      • Name: Enter a title for the wiki.
      • Path: Enter the link URL for the wiki.
      • Language: Select the language of the wiki.
      • Description: Enter a brief statement describing the wiki. The description will appear under the Wiki title when viewed by users.
      • Status: Select if the wiki will be in Draft (not visible) or Published (visible).
      • First Page: Select the page users will see first after navigating to the wiki. Note*: This field is required if Published Status is selected.
      • Enable Search: Check the checkbox to enable the search feature.
      • Owner: Select the owner of the wiki.
    3. Click Save.

    TO SET WIKI PERMISSIONS:

    1. In the Setup Home page, click Create > Wikis. Select the wiki for which you want to configure permissions.
    2. On the top right of the screen, click Actions > Share.
    3. If the wiki permissions have not been previously configured it will show as "Private". Beside it, click the Change button.
      Select one of the following options - This will only grant viewing access to the Wiki.
      • Public on the Web: Anyone on the Internet can find and access.
      • All Users: All employee or community users can access the wiki.
      • All Internal Users: Anyone in your organization can find and access the wiki.
      • Specific People: Specified users can access the wiki. Define which users or user groups can access the wiki by searching the name, role, or group in the search bar.
    4. Click Done.
    5. In the field provided, add any users, user groups, or security roles for which you want to configure wiki permissions.
    6. For each user, user group, or security role, select the permission level through the dropdown beside the name/role:
      • View: Users can view the wiki.
      • Manage: Users can create and manage the wiki content.
    7. Click Done.

    << About the Wiki Module | Managing Wiki Content >>