CogLake User Guide
Knowledge Base

Workspaces and files

Create workspaces, organize folders, upload files, and edit internal knowledge.

Workspace types

TypeVisibilityCreation permission
CompanyShared with explicitly selected roles and their resource scopesknowledge:workspace:create_company
PersonalPrivate workspace associated with its ownerknowledge:workspace:create_personal
Connector sourceRead-only synchronized provider contentConnector resource access

When creating a company workspace, select the roles that should receive access. Their configured read, write, or admin scope controls what members of those roles can do.

Add content

Use the plus button beside file search to create a folder, create a Markdown file, or upload a file. A newly created text note is stored as a Markdown file and receives the .md extension even when the title omitted it.

Right-click a folder to create a child folder or a Markdown file directly inside it. The same menu provides rename, color, move, and delete actions when your permissions allow them.

Organize the tree

  • Select a folder to show its direct children in the main area.
  • Expand or collapse folders independently.
  • Drag writable files and folders to move them.
  • Use folder colors as a visual aid; colors do not affect permissions or search.
  • Use the sidebar search to narrow the visible tree by name.

Edit content

Markdown files use the rich text editor. Source code and structured text formats use a syntax-highlighted code editor with light and dark theme support. Changes to internal files are saved through the API and selectively reprocessed for search.

Images dropped into a Markdown editor, or selected from its media action, are uploaded next to the Markdown file and referenced with a relative path. Internal image and video references render inline when the viewer has access to both files.

Import an existing wiki

Use Import Obsidian vault in the plus menu to select a complete local vault folder. CogLake preserves folders, Markdown notes, wiki links, and supported attachments in a new workspace folder. See the Obsidian import guide for limits and plugin compatibility.

On this page