What you can set up
- Collections — top-level folders (e.g. Engineering, Ops, SOPs).
- Documents — markdown pages with rich editing, nested under collections or parent docs.
- Templates — reusable doc structures for RFCs, postmortems, and checklists.
- Nested structure — child documents for long guides split into sections.
- Search — full-text search across the workspace.
- Permissions — collection-level read/write rules and sharing settings.
Day-to-day use
- Write and publish specs, runbooks, meeting notes, and onboarding guides.
- Organize docs into collections by team or topic.
- Archive outdated pages instead of deleting — they stay searchable for admins.
- Link to docs from Plane issues, Mattermost, or CRM records.
- Use the editor’s markdown shortcuts for fast formatting.
Access & maintenance
- Sign in with your Authentik account — same SSO as Mattermost.
- Workspace admins invite users by email (member or admin role).
- API keys (Settings → API) power automations and the MCP server’s doc tools.
- First-time users are provisioned on first SSO login.