Frequently Asked Questions

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How do I set permissions in Waybook?

You have full control over which subjects your teammates can access and set permissions accordingly; these can be no access, read, edit and publish.
You can easily create member groups to ensure your team has the correct level of access and control required with minimum management and maximum confidence.

How should I get started with Waybook?

Your Waybook Free trial account will automatically have access to our ‘Start with Waybook’ subject, giving you all of the essential knowledge to get going.
You will also have the option of starting with a templated structure for SOP and document inspiration. Begin centralizing your knowledge from hundreds of documents or use Waybook AI to generate best practice documents specifically for you.
Waybook also hosts regular webinars, free one on one product coaching and has expert data migration and internal process experts available should you wish to hand everything over.

Do you support integrations like Word, Dropbox, Slack etc.?

Waybook has a wide range of embed and integration options connecting Waybook with thousands of your favourite tools and specialised content.

Use our comprehensive document embed options to centralize knowledge from all platforms including Google Drive, Dropbox, Tango, Lucid Charts and hundreds more.

Integrate your Waybook account with thousands of other business tools both natively and via Zapier.

Enable your team to access your knowledge where they are with Waybook's powerful browser extensions and Slack integrations.

What does CNAME allow us to do?

Also known as ‘custom domains’ or ‘vanity URLs’. Using CNAME, you can put your Waybook on your business’ website, for example:

What's unique about Waybook and what makes it different from other ways of sharing information?

Here are just a few things that set Waybook apart from other knowledge management tools:
✨ Keep knowledge structured, organised and searchable within an intuitive content structure created by process experts
✨ Easily create dynamic and engaging content using Waybook's powerful document editor
✨ Track team understanding and complete compliance with reader reports on views and progress
✨ Utilize tests and assessments to confirm knowledge consumption
✨ Systematize your business with ease with hundreds of templates and Waybook AI to create new policies and procedures

What are subjects, documents and steps?

Think of subjects as the teams and areas of operation within your business. Each subject contains multiple documents. These are the actual activities carried out by the different teams and people in your business. Steps are a breakdown of each activity in the sequence of what needs to be done and how.

What member roles does Waybook support?

At a member level, your teammates can either be readers or have access to edit your organisation’s Waybook - there are three tiers of edit access: admin (full edit access including settings), editor (edit subject and documents) and contributor (edit documents only).

Can I download a backup of my data?

Your knowledge within your Waybook always remains your intellectual property. Knowledge and content is always available in from within your Waybook account in addition to being able to export all content as a structured PDF.

Waybook is hosted on Digital Ocean, one of the leading cloud infrastructure providers. This means that Waybook is deployed and running simultaneously on multiple computers to provide fast and reliable access for our customers around the clock. We have had no downtime to date.

In terms of the long-term stability and access to your data. Waybook is part of a group of businesses called Turn Partners. Turn Partners are a profitable and growing group of SaaS businesses that build acquire and build B2B SaaS to make life easier for entrepreneurs.

While Waybook was founded in 2019 Turn Partners has been operating for 10 years.

As such both Waybook and Turn Partners and committed to ensuring that you always have 100% access to your data and information. Should for whatever reason Waybook cease to trade as a business we would still guarantee you access to your data in either a CSV, HTML or XML data pull.

What is Waybook's backup process?

Waybook has several policies designed to ensure your data is always safe.

All data is replicated to a secondary database, so that in the event our primary database fails, we can get you back online instantly with no data lost. Alongside that, our database is automatically backed up every hour to a geographically separate data center, with all backups retained for 30 days.

Finally, because Waybook is paranoid about making sure all your data is safe, we take our own backups which are encrypted and stored off-site with a completely separate service provider. This means that our current hosting provider could suffer a complete outage and we would still be able to provide access to your data.

Beyond data, Waybook has a tried-and-tested disaster recovery process in place. Our infrastructure is defined via code, meaning we can recreate all of our servers in a matter of hours if needed. You entrust us with your data, and we've spent the last decade making sure we have robust and resilient systems in place to keep it safe.

Is our content secure on Waybook?

Yes. Waybook runs in a dedicated Virtual Private Cloud, with firewalls ensuring strict communication between only authorized servers.

Your data is encrypted when in transit and at rest using the highest grade security such as AES-256 and TLSv1.3. Users can also use Multi-Factor Authentication and Single Sign-On to securely log in to their accounts and all activity is logged and recorded for audit purposes.

Waybook also has disaster recovery plans in place to protect your data in the unlikely event of unforeseen issues on our side.

If I cancel my plan, will my data be lost?

At Waybook, we offer the ability to pause your subscription and save your data for just $20/month. This will include us holding all of your published and draft content, your members and their progress, your reports and your branding & subdomain.

Whenever you're ready to return to Waybook, reach out to the support team and they can help you to reactivate your subscription and you can pick back up where you left off.

How to contact support?

Feel free to contact us at or via built-in chat at our website.