Creating filter views by user

[Carrie Geyer]

Hello.  

We are using confluence to create a knowledge base for one department with 5 distinct roles.  Is there a way to give everyone access to all pages, but then also give them the ability to filter down the content to their specific role?  This would narrow the large amount of content down to their specific job function for daily use. 

Thanks! Carrie 

[Balázs Szakál _META-INF_]

Hi @Carrie Geyer ,

Creating 5 different space might solve the problem, since you can handle permissions by space completely different way. In a layer deeper, you might want to create 1 space, with 5 main pages, and organize the content below these 5 main pages.

Any way, we have an app named Advanced Content Navigator for Confluence, where you can

• insert a macro and show the page hierarchy by defining a starting page in the tree
• track changes in these spaces easily
• manage pages statuses, preview and rename pages, etc.

With ACNC you can build a personal dashboard, or a different home page for every persona ou got, like this:

This might help you, free for 10 users.

Best regards,

Balazs

[Carrie Geyer]

Thank you!  This seems like it would help.  

For a company of 300 people, would we have to have 300 users if we wanted them to see this dashboard OR is the users just for Admins to set-up these pages?

Carrie 

[Balázs Szakál _META-INF_]

Hey,

Its enough if 1 person set this up, and others can view it (even without edit permission). This person can be a simple user, don't need to be an admin either.

As an admin or page owner, you can even save the "status of openness", which means you can close subtrees, open panels, enable/disable unread changes, then press save this view - then the exact view will be saved for everyone!

So i would recommend inserting the macro on a page, and prepare the view for your target audience.

It can be set up completeley in few minutes :)

Regards,

Balazs

[Ollie Guan]

Hi @Carrie Geyer ,

I think the simplest way is to create 5 different spaces. The spaces are visible to all users, but the contents of the 5 spaces are allocated and reorganized according to their functions. Users can filter based on the spaces when searching for keywords.

Another method is to share a space and use page tags to distinguish them. Users can query based on the tags.

[Carrie Geyer]

Thank you!  I appreciate the response! :)