How to organize Knowledge Base?

The knowledge base is the bread and butter of Delightree, storing all your business operations files and content. It is structured into chapters that are conveniently searchable, ensuring your team remains organized and productive.

Folders

Inside every folder is a Chapter. Chapters are uploaded or created within folders, much like Google Drive. The organization of your folders is entirely up to you, but we do suggest some best practices during the onboarding process when your account is being set up.

Most customers have found success by organizing their folders based on departments such as HR, finance, marketing, operations, etc. Additionally, it is beneficial to create a folder for extra materials like training and recipes.

Sub-folders

To further nest and organize your content, we recommend utilizing sub-folders. This is especially helpful when uploading or creating additional content.

Imagine you are organizing recipes. With Sub-Folders:

Create a main folder for “Recipes.”
Nest sub-folders within like “Appetizers,” “Entrees,” and “Desserts.”
Easily locate specific recipes under their respective categories for swift access during meal prep!

🆕 HQ Content vs. Location Content — Now Clearly Separated

The Knowledge Base now visually and structurally separates two types of content:

HQ resources — brand standards, SOPs, and content owned and managed by the franchisor
Location resources — materials created or managed at the individual location level

Both are clearly labeled and visually distinguished, so every user can see at a glance where content comes from and who owns it.

What this means for each user:

HQ Admins — your content is clearly labeled as the authoritative brand-level resource, visually distinct from anything created at the location level
Location Admins — location-specific resources are grouped and labeled separately from HQ content, making it easy to identify what you own and manage independently
Frontline staff — the Knowledge Base is easier to navigate; content relevant to your location is clearly separated from brand-wide resources so you find what you need faster

No content has been moved or removed. Only the navigation and visual presentation change to reflect ownership. The content itself is unchanged.

What you need to do

Nothing, to get started. Existing Knowledge Base content will be automatically categorized based on ownership. No manual migration is required.

After release: HQ Admins should review the categorization to confirm that resources are attributed correctly. If any content appears under the wrong ownership, contact your Delightree CS team.

👉 If your team has any internal documentation that references the Knowledge Base structure or folder layout, update it to reflect the new separation between HQ and location content.

Best Practice:

Please keep in mind that the main purpose of the knowledge base is to help your team stay organized and informed. The most effective way for your team to utilize Delightree is by searching for specific key terms to find the information they need, rather than just skimming through content.