Before starting this tutorial,sign up for your free trialby Confluence Cloud. This guide will help you set up your first project, so keep this tab open while you apply. Go ahead, we'll be waiting here.
This guide is for Confluence Cloud. If you are interested in one of our self-directed options,go here >>
If you are a Confluence Data Center or Server user, take a lookit's tutorialabout creating and editing pages in Confluence.
Learn about the locations
Your Confluence site is organized intoplaces. Spaces are collections of related pages that you and others on your team or organization work on together. Most organizations use a combination ofgroup places,software project websites,documentation sites, eknowledge base websites:
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To usegroup placesencourage team members to collaborate on large-scale goals and OKRs. For example, you can create a team room where your marketing team can align with OKRs, stay up-to-date on brand guidelines and messaging pillars, and gain insight into your marketing organization's high-level strategy. .
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To usesoftware project websitesmonitor individual initiatives and projects. For example, you can create a project space to act as a single source of truth for everything related to a new feature your company is developing, from product requirements and feature specs to meeting notes and retrospectives.
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To usedocumentation sitescreate and organize technical documentation for your products and services so it's easy for everyone to use.
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To useknowledge base websitesto save and view answers to common questions, such as policy clarifications and IT solutions. If you have a Jira Service Management subscription, you can integrate it with your Confluence site to share knowledge base articles with customers.
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Use your ownprivate spherelike a sandbox for organizing your notes, tracking OKRs and personal goals, and preparing project proposals before they hit the roadmap. Connect with your team by writing blog posts to introduce yourself or share what you're working on.
Before you start creating a space pack, consider how your organization will use Confluence Cloud. Here are some common use cases:
Description | Examples | |
|---|---|---|
| Knowledge management | Description Let Confluence be the source of truth for important information in your business. Some examples of use cases for knowledge management are:
| Examples Here are some ways to configure your Confluence site for knowledge management:
To connectanonymous accessfor places or content you want customers to see. You can alsoconnecting spaces to Jira Service Managementto attach articles to support requests. |
| project collaboration | Description Work with cross-functional partners to manage projects, launch strategic initiatives, develop products and features, and more. Some examples of project collaboration use cases are:
| Examples Here are some ways to configure your Confluence site for project collaboration:
Make sure everyone working on a project has itTomthey must work effectively together. |
| work commitment | Description Create a vibrant, modern intranet where you and your team can communicate, share ideas, and celebrate wins together. Some examples of use cases for employee engagement are:
| Examples Here are some ways to configure your Confluence site for employee engagement:
install apps fromAtlassian Marketplaceto integrate Slack streams, video calls and more into your Confluence Cloud site. |
create a room
Once you know what kind of space your organization needs, it's time to create your first space.
- Go to your Confluence site.
- Select from home screencreate space.
- Select the type of space you want to create.
- fill inname in place,space-barand other details.
- SeriesTomto your seat.
- To choosecabinet.
Once done, you'll land in the area.overview. This is where you can let people in your organization know what your space is for and who uses it. In the next step, you will learn how to adapt the overview to your new room.
Customize your sitemap
Each room comes with aoverviewthat you can use to inform team members and other stakeholders about the purpose of your space and what they'll find in it. If you've created your room based on a room template, your overview comes with built-in functions that help you get the most out of your room. Still, you might find that adding your own twist lets you turn your overview into the perfect hub for everything your team needs.
To customize your overview, select the pencil icon (
) and edit the overview like any other page.
Try these tricks to make your overview stand out:
- Upload a banner or logo to help people quickly recognize your space
- Describe your team's mission and goals and add links to key pages
- Add a table of contents, team calendar, or timeline
For more information on creating a great overview page, check out Confluence Clouddocumentationor thatsuspension.
Need a quick win? Get started quicklyteam website templateto Hubspot.
organize your content
Now that you've created your first space, it's time to get organized. The goal is to make your site easy to navigate so team members and other stakeholders can quickly find the content they're looking for.
To learn more about navigation, seeTab 4: Confluence Navigation.
Use parent pages to group similar content together
In Confluence, you can nest pages within other pages and create a hierarchy of content within each space. This hierarchy is reflected in the page tree, which appears in the spaced sidebar to the left of the active page.
To use the page tree to your advantage, create a page for each task or project your team is involved in and place the relevant child pages below it. For example, if your team does retrospectives every other week, you might have a top-level page called "Retrospectives" with a page for each retrospective you've done nested beneath it.
The following example shows how an Atlassian team uses this strategy to organize their space:
Create shortcuts to important pages
Confluence lets you createspace shortcuts– pinned links in the space sidebar above the site tree – for each space on your site. Use them to highlight important content so it's easier to find.
To create your first space shortcut, go to your space and select+ add shortcutin the sidebar. For more information about space shortcuts, including how to edit or remove existing space shortcuts, seecustomize your space.
Add tags to pages and attachments
Tags make it easy to find related pages and attachments so team members and other stakeholders can find what they're looking for.
- Open to page no Confluence.
- Select the check mark icon ( ) in the lower right corner.*
- Enter the name of the tag you want to apply. If a tag with that name already exists, it will appear in the auto-suggest menu.
- To chooseto addto apply the label.
- To chooseWake upto exit the dialog box.
*If you are editing the page instead of viewing it, select the more actions menu (•••) in the upper right corner and selectadd tags.
Give tags transparent and meaningful names. For example, the tag you use for meeting notes might be calledmeeting notesomeetings. If you add this tag to all the pages you use to take meeting notes, you can review all of your meeting notes — in one place or across your entire Confluence site — simply by selecting the tag. You can also display all pages with the same tag on one page, or search content by tag to more easily find related pages and attachments. For more information about tags, seeUse tags to organize your content.
professional advice
If you apply a tag to a page template, that tag will automatically be applied to any pages created using that template.
Keep content organized
Take time to review your website content,deleteofiloutdated content andmove the pagesto maintain the structure you want. If you're a site admin, create rituals about maintaining your space with the people on your team, and encourage space admins to review and update their spaces with the people who use them.
- Hire masters to help you monitor your spaces.
- Check the page content and verifydetailed information.
- Identify outdated or outdated pages and create an action plan.
- Review and adapt your information architecture to meet current needs.
For more information, seethis blog post.
Manage Users and Permissions
As a Confluence Administrator or Site Administrator with a paid Confluence subscription, you can manage users, groups andTommanually or you can enable public signing and allow users to create their own accounts. For information about free plan entitlements, seeour documentation.
Manage Global Permissions
professional advice
To manage global permissions, you must have Confluence admin rights.
global rightsthey apply to your entire site and allow you to control:
- Who can create space or personal space
- Who can access user profiles
- Whether unauthorized users can access your site
- Whether apps can access your website
authorized users
To edit global permissions for licensed users:
- Click the gear icon in the top navigation bar to access your site's settings.
- Go to settings pageUniversal Licenses(sobSecurity).
- Make sure you are activateduser groupsguide (orguest accesstab if you want to manage access toVisitor), then clickProcessing.
- Check the box to grant permission or uncheck the box to revoke it.
- cliquesavingWhen you're done.
Changes to global permissions are not active until you clicksaving.
You can search and filter groups of users in edit mode.
unauthorized users
There are two ways to manage users in Confluence who don't have Confluence licenses:
Permissionless access to manage Jira services
- under the guideJSM access, you can choose to allow authorized Jira Service Management (JSM) agents to view content on your Confluence site, even if the agents don't have a Confluence license.To know more
anonymous access
- According toanonymous accesstab, you can choose to allow site administrators to make their sites available to all unlicensed users (also called "anonymous users" or "anyone on the Internet").To know more
Space license management
professional advice
To edit space permissions, you must be a space admin. If you are a Confluence admin, you can retrieve Space admin rights for any Space on your site. For more information, seeWhat are space permits??
If space permitslet you check:
- Who can view the contents of a room
- Who can comment on this content
- Who can create, edit or upload content
Confluence is open by default. This means that unless you make space permissions more restrictive, anyone with access to your Confluence site can access content in any space. Space admins can set permissions when creating a new space and adjust them later. Anyone who can edit a page can edit its restrictions.
To obtain spatial licenses:
- Go to the location.
- To choosespace settingsna barra lateral do Confluence.
- select itTomtab in room settings.
*The Permissions tab will only appear if you are the admin of this space.
You can manage space permissions for individuals or entire groups. If your site is public, you can also provide anonymous access to an individual area. For more information, seeConfigure public access.
To learn more about everything you can do with space permissions, seeAllocation of space licenses.
How do I configure space permissions?
While some Confluence customers use the same permission scheme for every space on their site, others define space permissions differently for spaces with different purposes or use cases.
Public | Tom | |
|---|---|---|
| Share help and support information with customers | Public
| Tom
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| Share policies, tutorials, and troubleshooting tips with your organization | Public
| Tom
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| Collaborate on a project or initiative with others | Public
| Tom
|
| Share confidential information (e.g. personnel, salary or legal matters) | Public
| Tom
|
Invite team members to your site
After setting up your site and setting up global permissions, it's time to invite your team members to start using Confluence Cloud (along with other Atlassian products on your site).
- Select the settings wheel in the top right corner (next to your avatar).
- To chooseuser managementna barra lateral.
- To chooseinvite usersfrom the top right corner.
- Enter the email address of each team member you want to invite. You can invite up to 10 email addresses at a time.
- Choose a role for invited team members. This determines the level of access they have to your website as a whole.
- Select the products you want your team members to have access to.*
- select itgroupsyou want to belong.
- Customize your invitation and then chooseuser invitation.
*This only applies to team members withbasicrolle.
As a site administrator, you can update roles, access, and user groups at any time. You can also remove a user by revoking access to the site, deactivating their account or even deleting them (for example, when an employee leaves your company). For more information, seeInvite and remove users.
Contribution summary
Learn what Confluence is and if it's right for your team or organization.
Create content in Confluence
Learn how to create rich and dynamic content in Confluence.
FAQs
What is the main purpose of using Confluence? ›
About Confluence
Create, collaborate, and organize all your work in one place. Confluence is a team workspace where knowledge and collaboration meet. Dynamic pages give your team a place to create, capture, and collaborate on any project or idea.
- Navigate to the board and choose > Board settings.
- Under General, select the Location field.
- Type the name of the project or your name and choose the new location.
- Go to Jira Home/ Installation directory, right-click and view the Properties.
- Go to the Security tab and check permission for who is running Jira. ...
- If you cannot find Jira user please click Add… and search group/user.
- Confluence allows teams to collaborate effectively. ...
- Pros of Confluence Software.
- For smaller companies, Confluence is a great choice. ...
- Confluence offers a free and paid option. ...
- Cons of Confluence Software.
- Confluence cost in premium plan for the is the most expensive option.
- Simplified creation and collaboration. Bring your ideas and work to life with Confluence Cloud's modern and simplified templates, page editor, and in-line commenting. ...
- Advanced search. ...
- Integrate with all your cloud tools.
- Open your phone's Settings app.
- Tap Security & Location. Location. If you don't find "Security & Location," tap Location.
- Tap Mode.
- Select a mode: High accuracy: Use GPS, Wi-Fi, mobile networks, and sensors to get the most accurate location.
...
To do so:
- Select > Issues.
- In the Fields section, select Field configurations.
- Select Edit or Delete next to the field configuration you wish to update.
- Put out the welcome mat with a structured onboarding.
- Clean on a regular basis.
- Tend to your spaces by assigning a 'gardener'
- Label important items.
- Decorate your space home pages.
Since the space is completely yours, you can set permissions to restrict access, allow certain people to view and edit, or keep it open to all. Unless you set a permission, the pages will default as accessible to your team.
What is the difference between a page and a space in Confluence? ›Confluence pages are used to share and edit knowledge. Pages are organized into spaces to structure the content. Confluence spaces are therefore containers that house pages.
How do I fix folder permissions? ›
- Login to your computer as an admin. ...
- Right-click on the file or folder you want to change permissions and select Properties. ...
- Select the Security tab. ...
- Select the user you want to modify permissions and then click Edit.
- To add a new user or group click on Edit and then Add.
- Click Advanced and then Find now.
- From your service project, go to Project settings > Permissions.
- Select Actions > Edit permissions.
- Under Project permissions, select Edit for the Browse Projects permission.
- Under Granted to, select Application access.
- From the dropdown, select Any logged in user.
- Select Grant.
Open the jira-config. properties file (located at the root of your JIRA application home directory) in a text editor. This file may not exist if you are using a new installation or an upgraded installation where your previous JIRA application versions had never been customized.
Should I use Jira or Confluence? ›Jira can help with everything from software development to incident management or even HR processes, whereas Confluence is a wiki-based content management tool that allows you create and organize information collaboratively. Organizations commonly use Confluence for knowledge bases, product documentation, or intranets.
Why is Confluence better than Google Drive? ›Confluence organizes content in spaces and pages, while Google Docs keeps all assets in folders and sub-folders in Google Drive, a Cloud storage system. Let's see the main differences between such approaches. Learn more about the available sorting options in Google Drive.
How do I know if I am using Confluence cloud or server? ›💻 Look at the URL.
If your Confluence URL is https://<company>.atlassian.net you are on Confluence Cloud. If the URL does not have atlassian.net in it, then you are on Server/Data Center.
The principal difference is where the instance is based: while Confluence Cloud is hosted on AWS, Confluence Server (aka on-premises or hosted version) is hosted on a server on the customer side (which the client may decide to be on their premises or on AWS, for example).
What is the difference between Confluence and SharePoint? ›SharePoint. Confluence is a single source of truth for organizations while SharePoint is used for archiving files. Confluence integrates with the full Microsoft Suite to take your company's collective intelligence to the next level.
Should location services be on or off? ›Disabling location services can enhance your privacy or extend battery life, but it can make your phone less convenient. You can turn location services on or off from the Settings app on an iPhone or Android.
Can someone track my phone if my location is off? ›Yes, even when your phone is in airplane mode, it can be tracked. While airplane mode disables Wi-Fi and cellular services, it does not disable GPS (a different technology that sends and receives signals from GPS satellites).
Can someone see your location if your phone is off? ›
Can a phone be tracked if it's turned off? A phone that is turned off is difficult to track because it stops sending signals to cell towers. However, the service provider or internet provider can show the last location once it's switched back on.
How do you manipulate GPS location? ›In your phone's Settings, tap Developer Options, then tap Select mock location app. Tap GPS Joystick. (You can also search for Select mock location app.) In GPS Joystick, tap Start.
What is the undetectable mock location app? ›AnyTo is an undetectable mock location app that supports changing the GPS location of mobile devices. It provides two modes for managing the location. AnyTo works perfectly with location-based apps and is compatible with Android and iOS devices. It offers two-spot mode and multi-spot mode for its users.
How can you tell if someone is using a mock location? ›HyperTrack is a feature available in some Android devices that can track a user's location accurately. Enabling HyperTrack can help detect and prevent fake GPS usage.
What is a field configuration? ›A field configuration lets you define the behavior of all issue fields, including custom fields, that are available in your Jira applications. For each field, a field configuration lets you set: The description that appears under the field when an issue is edited. Whether the field is hidden or visible.
How do you create a field configuration scheme? ›In the Fields section, click Field configuration schemes. Find the field configuration scheme and click Configure. Click Associate an issue type with a field configuration and choose the issue type and field configuration you would like to associate with this scheme. Click Add.
What is configuration in Jira? ›Jira has a number of configuration options that allow your Jira applications to be customized for use within your organization. These options can be accessed and edited on Jira's 'General Configuration' page.
How do I see who has access to my Confluence space? ›If you're a space admin, you can check the Space Permissions to see which users and groups have access to a given space. If you're not a space admin, you can recover access by clicking the Settings menu on the top right (gear icon), then Space Permissions in the sidebar.
Can admins see all pages in Confluence? ›People with Confluence Administrator and System Administrator global permissions can't see your pages by default, but they can grant themselves space administrator permission to the space. Members of the confluence-administrators super group can see all spaces and pages.
Can two people edit the same Confluence page? ›Collaborative editing allows multiple people to concurrently edit a single Confluence page or blog post (we'll just call them pages from here on). When using collaborative editing, a page editor will see the avatar(s) of others editing the page, and the changes they make will appear in the editor in real time.
Who owns a Confluence space? ›
Every Confluence space has its own set of permissions which determine what people can do in the space. Space permissions are set by the space administrator. The user who created the space is automatically a space administrator, and other users can also be granted Space Admin permission.
How many spaces can you have in Confluence? ›There are no limits to the number of spaces or pages you can have in Confluence.
What is the difference between publish and close in Confluence? ›Confluence creates a new version of your work each time you edit and publish. This means that you can go back and see your page history, and, if necessary, revert back to a previous version of your work. Publishing closes the editor and takes you back to viewing the page.
What happens when you star a page in Confluence? ›The star icon refers to Save for later. You should be able to access this from the Confluence sidebar by selecting Your work and then Save for later. Alternatively you can select your profile picture and then Save for later.
What is the purpose of adding permissions to a file or folder? ›When you set permissions, you specify the level of access for groups and users. For example, you can let one user read the contents of a file, let another user make changes to the file, and prevent all other users from accessing the file.
What does it mean if a folder has write permissions? ›Write permission means that a user may create files in the directory. Execute permission means that the user may enter the directory (i.e. make it his current directory.)
What is file permission settings? ›Permission settings determine who can view and alter files on the computer. You change permission settings at the bottom of the Info window for a file, folder or disk in the Finder.
How do I set user permissions? ›- Access the Properties dialog box.
- Select the Security tab. ...
- Click Edit.
- In the Group or user name section, select the user(s) you wish to set permissions for.
- In the Permissions section, use the checkboxes to select the appropriate permission level.
- Click Apply.
- Click Okay.
From Setup, in the Quick Find box, enter Users , and then select Users. In the Permission Set Assignments related list, click Edit Assignments. To assign a permission set, select it under Available Permission Sets and click Add.
How do I assign custom permissions to a user? ›- From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
- Select a permission set, or create one.
- On the permission set overview page, click Custom Permissions.
- Click Edit.
- To enable custom permissions, select them from the Available Custom Permissions list and then click Add. ...
- Click Save.
Which property is used to configure file locations? ›
| Property | Default Values | Description |
|---|---|---|
| spring.config.name | application | It is used to set config file name. |
| spring.config.location | It is used to config the file name. | |
| server.port | 8080 | Configures the HTTP server port |
| server.servlet.context-path | It configures the context path of the application. |
Local home directory: The home or data directory stored locally on each cluster node (if Jira is not running in a cluster, this is simply known as the home directory). Shared home directory: The directory you created that is accessible to all nodes in the cluster via the same path.
What is the purpose of Jira and Confluence? ›Jira can help with everything from software development to incident management or even HR processes, whereas Confluence is a wiki-based content management tool that allows you create and organize information collaboratively. Organizations commonly use Confluence for knowledge bases, product documentation, or intranets.
Why use Confluence instead of SharePoint? ›Why you might prefer Confluence over SharePoint: Confluence is easier to get started with than SharePoint and doesn't have a very steep learning curve for new users. The interface of Confluence is more user-friendly and intuitive. Confluence seamlessly integrates with Jira and other Atlassian products.
What are the benefits of Confluence for documentation? ›Collaboration: Help Your Team Work Quickly and Efficiently
One of the most important benefits of building documentation in Confluence is its collaborative nature. It's easier to request and get feedback when you don't need to email a file to everyone who needs to approve it.
A confluence occurs when two or more flowing bodies of water join together to form a single channel. Confluences occur where a tributary joins a larger river, where two rivers join to create a third or, where two separated channels of a river, having formed an island, rejoin downstream.
Is Confluence free to use? ›Our Free plan lets you try Confluence for up to 10 users with 2GB of storage and Community Support. If you'd like to add more than 10 users or get access to more support and storage, you can sign up for a 7-day free trial of our Standard or Premium plan.
What are the three levels of permissions in Confluence? ›- Global permissions. Global permissions are site-wide permissions, and are assigned by Confluence administrators. ...
- Space permissions. ...
- Page restrictions. ...
- What about links?
SharePoint. Confluence is a single source of truth for organizations while SharePoint is used for archiving files. Confluence integrates with the full Microsoft Suite to take your company's collective intelligence to the next level.
What is the difference between Jira and Confluence? ›Confluence and Jira compared. At their core, both Confluence and Jira are built to help teams collaborate, but they are very different tools. The main difference between Confluence and Jira is their core purpose: Confluence helps teams manage long-form content, while Jira mostly deals with structured data.
Does Google have a Confluence alternative? ›
While Confluence is mostly used by companies, Google Docs is a general-purpose document collaboration tool used by anyone from students to Fortune 500 enterprises.
Is it hard to learn Confluence? ›This tool has an easy learning curve so does not require any special training or certification to start using the tool.
Can documents be stored in Confluence? ›Share your team's PDFs, Office documents, images, and more in one place by uploading your files to Confluence.
Can Confluence be used for workflow? ›Workflows for Confluence transforms how content is created, managed, approved, and published in Confluence to better align with the way you work. It's a powerful, all-in-one solution that will help your teams manage their content in a more consistent, structured, and compliant way.