# Your team's handbook

> Write down how your shop does things, such as cashing up, so every member of the team can find it.

*Section: Projects and team work · Updated: 2026-10-19 · Needs the plan feature: knowledge_base*

By the end your shop will have its own handbook: how you open, cash up or handle a refund, written down once so every new member of the team can find it.

> **Note:** The handbook comes with some plans only. If **Knowledge Base** isn't under **Team & projects** in your menu, your plan doesn't include it. Everyone in the shop can read it; writing needs a role that allows it.

## Make a group

Every article sits in a group, so make the groups first.

1. **Open [Team & projects › Knowledge Base](/app/knowledge-base)**, then **[Groups](/app/knowledge-base/groups)**, and **click New.**
2. **Type the Name,** such as **Till and cash**. The **Slug**, its address, can stay as it fills in.
3. **Add a Description** and a **Sort order** if you like, and **click Save.**

![The new group form: Name Till and cash, Slug till-and-cash, Description "How we open, run and close the tills", Sort order 0, and Save.](https://armpos.online/storage/help/0138f276ca-your-team-handbook-1-group.webp)
*One group per part of the job: till and cash, deliveries, cleaning.*

## Write an article

1. **Click Write an article** on the handbook's page.
2. **Write the Title and the Summary (shown in search).**
3. **Write the article.** **Paragraph** sets headings; **Steps** makes numbered steps; **Callout** adds a tip or a warning box; pictures and **Video** go in with their buttons.
4. **Pick the Group,** and **Who reads it**: **Team only**, or **Customers too** to show it in your customers' portal as well.
5. **Add Search words:** the other words people use, such as "cash up, close till".
6. **Click Save draft** to keep working, or **Publish** to show it.

![The article editor: Title "Cashing up at closing time", Summary, the toolbar with Paragraph, Steps, Callout and Video, a paragraph and four numbered steps, and on the right Draft, Save draft, Publish, Group Till and cash, Who reads it Team only, Search words "cash up, close till, end of day", and Address.](https://armpos.online/storage/help/870a1190d2-your-team-handbook-2-article.webp)
*Write as you'd explain it at the till. Search words catch the other ways people ask.*

## Read and search it

The handbook's page searches every article as you type, and lists them by group with who reads them and how long they take to read.

![Your team's handbook: the search box "Search any word: opening, cash up, refunds…", Write an article and All articles, and the group Till and cash with "Cashing up at closing time", Team only, 1 min.](https://armpos.online/storage/help/a0d2ad137a-your-team-handbook-3-list.webp)
*Type any word: the search reads titles, summaries and search words.*

Open an article to read it. With the right role you can edit it again: **Publish changes** saves a new version, **Versions** lists the earlier ones with **Restore**, and **Unpublish** takes it back to a draft.

## What's next

ArmPOS's own guides, like this one, are in the [Help center](/app/help).