πŸ““ Getting started as a Creator or Owner

Guru is a powerful tool that connects subject matter experts (that's you!) and the essential information you create with the teams that need this knowledge right where everyone works, whether that's in the web browser, Slack, or Microsoft Teams. Everyone relies on Guru's smart suggestions and enterprise search capability to quickly find the answers they're looking for.

Owners and Creators both play key roles in making Guru thrive with each having distinct areas of responsibility that help keep knowledge fresh, organized, and accessible.

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Access Required

Not sure what role you hold? Do you see the "Create a Card" button at the top of Guru's web app or the "βŠ•" in the Guru extension? If not, you're a read only user, and the Quick start guide for read only users is for you. If you think there's a mistake, contact one of the users listed on the Admins tab.

πŸšͺ Getting Started in Guru

After receiving an invitation from a Guru admin, you can sign in at app.getguru.com using your email, password, Google authentication, or single sign-on (SSO) options like Okta or Azure.
πŸ‘‰ See: How to join a Guru workspace Once you're in, you'll land on Guru's dashboardβ€”fully personalized by your team!


✍️ What Creators Do in Guru

Creator is a Workspace-level role in Guru. Creators can create new objects, but cannot manage objects they didn't create. When a Creator creates one of these objects, they automatically become the Owner of that object.

Users with the Creator role can create the following:

  • Knowledge Agents
  • Collections (Including Cards and folders within Collections they created)
  • Pages
  • Sources

πŸ‘₯ Who Should Be Assigned as a Creator?

The Creator role is ideal for:

  • Trusted leads who manage department-specific knowledge and changes
  • Managers or department leaders who are responsible for maintaining the product

πŸŽ›οΈ What Owners Manage in Guru

Owner is a workspace-level role in Guru. Admins can delegate elevated access to specific objects to Ownersβ€”like Collections, Pages, Sources, and Knowledge Agentsβ€”without granting full Admin rights.

  • πŸ”’ Manage Sources - Owners can manage sources in your workspace by
  • βœ… Manage Collection and Folder Permissions - Owners control Collection permissions and folder permissions for their assigned Collections, deciding who can see and edit specific knowledge.
    Note: Only Admins can invite new teammates or manage Group memberships across the workspace.
  • πŸ€– Manage Knowledge Agents - Owners can set up Knowledge Triggers to proactively surface the right Cards to the right people, right when they need them.
  • πŸ”’ Make Team and Company Updates Available with Pages - Owners can update custom pages and highlight important updates to your team. ensure knowledge stays fresh by managing verification, setting auto archive rules, and reviewing the verification task queue.
  • πŸ“Š Monitor and Improve with Analytics - Owners review Guru Analytics to track content performance and improve knowledge accessibility and engagement.

πŸ”Ž Who should be assigned as an Owner?

The Owner role is ideal for:

  • Team leads who manage department-specific knowledge
  • Subject matter experts (SMEs) who are responsible for maintaining accurate content
  • Project owners who want to control access and editing privileges on a per-Collection basis
  • Anyone responsible for keeping a part of Guru organized, verified, and up to date