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General Bookstack overview and Training

Default Permissions

By default, all Revverers have edit permissions (note; this is a recent change; previously everyone was a view by default). Having edit permissions give you the ability to create, access, and edit all Books, Chapters and Pages, UNLESS restrictions have been added.

Restricting permissions for Books / Chapters / Pages

By default, any Book, Chapter, or Page you create will be viewable and editable by anyone in the company. If you need to add restrictions please follow this process:

  1. Find out what Stack, Book, or Chapter you would like to change the permissions to. (By default, all Stacks have an Admin role assigned to it)
  2. Slack McKay or open a ticket at ithelp@revverdocs.com and specify which Stack, Book, or Chapter you wish to be an admin for. 
  3. Once you have been added to a group, you can change permissions to be restricted to that (or other) groups.
  4. MAKE SURE THAT YOU DO NOT UNCHECK INHERIT DEFAULTS UNTIL YOU HAVE ADDED PERMISSIONS THAT YOU ARE A MEMBER OF. If you do uncheck this box before adding additional permissions you will lose access.
  5. See the graphic below for examples of how you could set permissions.
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The Search bar is your best friend

See the search bar at the top of this screen? 

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This is easily the simplest and quickest way to find pages. Here are some examples you could look for:

  • Wondering who is the admin for Marketo? Type in "marketo" to find out.
  • Want to see the most recent org chart? Type in "org chart"
  • Want to go back to this page but can't remember how? Type in "bookstack training" to find out.
  • Want to practice using Bookstack? Type in "sandbox" to go to a sandbox Book. Please delete any Pages, Chapters, or Books that you create that are no longer needed.

Where to put private/personal pages?

The purpose of having an internal wiki like this is to share data with colleagues. While it is technically possible to create a private page (you would have to create a group and be the only one added to it) at this time it probably makes more sense to put personal documentation in Google Docs. Personal pages may become a feature of future Bookstack editions but you should not plan on this happening.

Features that you may not know about

Revision History

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Diagrams and Drawings

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Code Block

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Exporting Pages

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Markdown Editor

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Sort or Move pages

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