Create Toggled View of Same Page Depending on User / Group

Question

My company uses Confluence pages as a wiki for different teams to check in on and confirm workflows for different processes and a lot of teams have their own page with relevant articles, links, and tutorials. We have two teams that do very similar things for two very different customer groups, but there are a lot of processes that have overlap, depending on the end customer.

Is there a way to create a wiki page with headers and sections that, depending on a selection at the top of the page or who is logged in, could toggle the view of this page to cater to that user?

EXAMPLE: School A team member logs in and only sees instructions applicable for School A processes. Some instructions are applicable to both School A and School B, so these instructions show as well. When a team member for School B logs in, they only see items that apply to School B, including items that are applicable to more than one school.

We have other teams that will need to see instructions for both School A and School B. When we updated instructions for an item that is applicable to more that one school, it needs to update and be reflected on all toggled views.

In the past, we've had two separate wiki pages for Schools A and B but then when we update an instruction that should be applicable to both, it's sometimes missed and not updated in all the locations the instructions appear. This is ultimately the issue I'm trying to resolve without requiring my team to locate and update info in multiple locations.

Thanks in advance for any thoughts on this or ideas on how to accomplish this kind of organization. My team and I appreciate it!

Kristian Klima_gtcuat · Answer

Hi @Megan Werdmuller

Visibility can displaye/hide content based on users/groups as @Aaron Pavez _ServiceRocket_ mentioned.

But for an actual conditional content, you may want to look at a combination of Scroll Documents, Variants for Scroll Documents, and Scroll Viewport. All apps by K15t.

Here's how we use it. We have a single confluence space that we use to create two variants of our product docs - Public and Internal. Internal contains everything that's in Public + extra internal only pages and, crucially, sections of the pages.

Examples:

Page A - internal and public

Page B - internal only

Page C - most content Internal and Public, 3 paragraphs internal only

Page D - public only

Which I think would meet your use case.

These two variants of the single space are rendered as two documentation centers in Viewport - public (https://docs.emplifi.io/) and internal (no link, of course, because the site is behind our SSO anyway). You can create as many variants as you want - the system uses standard confluence labels - and as many viewport sites as you want.

So you can have one viewport site per school - complete with its own domain, design and, if needed, a distinct SSO :)

You can, however, create a single site with both variants and allow users to toggle between the two variants, see K15t's doc site and notice the toggle Cloud/Datacenter in the top right corner. In this case, the app is the same for Cloud and DC for most features but, when they diverge, users will only get the content they need for their platform. Notice the URL variant = Cloud.

https://help.k15t.com/scroll-docs/3.22/cloud/?variant=Cloud

Aaron Pavez _ServiceRocket_ · Answer

Hi @Megan Werdmuller

Not without a plugin. There is one called Visibility that can hide if/show if based on groups, or users.

But you still need to create a page for both schools, have each one in a group schoolA and B for example, and use the Visibility to hide/show when that user on that group checks the page.

The other way is to have two spaces and with automation or another plugin like scriptrunner, to copy the page you've edited in SpaceA to SpaceB.

Or a plugin to copy and sync pages. Sync spaces. something like that.

Not easy but seems doable. Hope that helps!

Regards