Is there a flow chart that shows the how to on each area of confluence?

Anthony Pentleton

As a new user I would like to populate and structure confluence to suit my needs and have it in a functional / structural state prior to upgrading my account. I am wondering if there is a flow chart on how to do this stuff? I'm sure it would save a lot of time if there is,

The sort of thing I wish to do is:

!. establish a library of individual documents

2. have each document locked until individual team members have permission to see.

3. Have time restrictions on access

4. Is it possible to create a calendar where I can see each team members permissions

5. create certain specialised teams who can discuss ideas etc

I would greatly appreciate any help on any topic, particularly the flow chart.

 

 

Dominic Lagger

Hi 

While there is no one-size-fits-all flowchart for setting up Confluence, I can give you some general guidance on how to structure your Confluence space to suit your needs.

Establish a library of individual documents: Create a space in Confluence that will serve as your library. Once you have created the space, you can add pages for each individual document. Consider organizing the pages into a hierarchy that makes sense for your needs.

Set page restrictions: You can set page restrictions to control who can view and edit each page. To set page restrictions, click on the "•••" icon in the top right corner of the page and select "Restrictions" from the dropdown menu. You can then add users or groups and set the permission levels for each.

Set time restrictions: While Confluence does not have built-in time restrictions, you can use third-party add-ons like "Page Expiration" to set a time limit on the availability of a page.

Create a calendar: Confluence has a built-in calendar feature that allows you to create and manage events. You can create a calendar for your team and set permission levels for each team member to control who can view and edit the calendar.

Create specialized teams: You can create groups in Confluence to represent your specialized teams. Once you have created the groups, you can set permission levels for each group to control who can view and edit pages and other content.

While these steps are general, they should provide a good starting point for setting up your Confluence space. As you begin to use Confluence, you may find that you need to make adjustments or add additional features to suit your needs.

Regards, Dominic