How do I give and external user restricted access to one project

Netmaking Faktura

We are currently operating with several projects, and our employees have access to all of them.

One of these projects is related to a costumer, and we would like to grant access to the customer contact person, but limit his/her access to this specific project. 

To my knowledge this person is not a user of confluence. 

Shannon S

Hello,

First, I would recommend that you provide this particular user a Confluence license, so you can easily manage their access.

Otherwise, you would need to set the entire instance to Anonymous access, restrict each individual space you don't want to be public, and then restrict the individual pages in that space that you don't want external users to access. This would also cause anyone that can access Confluence on the internet to be able to access those pages. This is not ideal.

If you create a user for this customer, then you can do the following (assuming you are on the newest version of Confluence Server):

1. Go to User Management.
2. Click on the Add Users tab, and add the user.
3. Now, go to Groups under Users & Management in the sidebar.
4. Click Add Group. Create a new group that will only contain this particular users, or future customers that you want to have the same access.
5. Go back to Users, and click on the new user and then click Edit Groups.
   1. Add the user to the new group.
   2. Remove the user from your default Confluence group confluence-users.
6. Now, go to Global Permissions under Users & Management in the sidebar.
   1. Provide 'Can Use' access to the new group along with any other permissions they should have.
7. Now, go to the Confluence Space in question, and click Space Tools > Permissions. 
8. Click on the Edit Permissions button below the list of groups.
9. In the text box, enter the name of the group you created and click Add.
10. Set the correct permissions you wish this group to have then click on Save All at the bottom of the page.
11. Finally, you will want to go through the space, and edit the individual Page Restrictions for the pages that the user shouldn't see, and lock them out of it.

I hope this is clear, but do let us know if you have any questions.

Regards,

Shannon