Knowledge base for Customers simplified login experience

Theresa Barnard December 31, 2024

Hi Everyone,

 

I am new to Atlassian but I have done a bit of research on this subject. I need some advice.
Currently we have a Knowledge base in Confluence setup for our customers. We also have a group assigned only for the customers login's so that they can only see our knowledge base and nothing else.

But to give them access, we have to migrate the account and then assign the groups to them, because of Jira.
Is there not a simple  way of giving our customers access, they must only see the knowledge base and nothing else?
We use Jira and Confluence. We have migrated to the cloud as well.

Another suggestion is to create a confluence space just for customers and ad the knowledge base there, separate from our companies information.
Do you know how I can do this?

 

Thanks

Theresa

 

1 answer

1 vote
Humashankar VJ
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December 31, 2024

Hi @Theresa Barnard 

To begin, create a dedicated space in Confluence specifically for your customer knowledge base. Utilize the "Single space guests" feature to invite customers as guest users to this designated space, thereby limiting their access to only the knowledge base space.

  • Next, link this Confluence space as your knowledge base in your Jira Service Management project.
  • To ensure customers can view the knowledge base without consuming Confluence licenses, set the "Who can view" option for the linked space to "All users and customers."

This way you able to effectively enable customers to access the knowledge base through the Jira Service Management customer portal, while restricting their access to other Confluence content.

To learn more:

How JSM customers with an Atlassian account can view Confluence pages without having a license. | Jira | Atlassian Documentation

Knowledge base settings and permissions in Confluence Cloud | Jira Service Management Data Center 10.3 | Atlassian Documentation

Allow anyone to view knowledge base articles | Jira Service Management Cloud | Atlassian Support

Single-space guests now on Confluence Cloud! - Atlassian Community

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards

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