Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

How can I add Confluence Pages to the Customer Portal?

Kai October 26, 2023

Dear all, 

I have 20 customers, each with their own Customer Portal (& customer service project).

I want to add Confluence Pages to the Customer Portal, which would be project specific documentation, training material and the timeline . So far I ve only found the option to add Requests.

Any chance to do this?

 

The only way to add conflunence pages is in the help center, which, in my understanding, is however generic to all users and I dont want them Customer 1 see the documentation of Customer 4. 

 

Thank you!

KaiScreenshot 2023-10-26 at 17.24.02.png

3 answers

1 accepted

3 votes
Answer accepted
Marc - Devoteam
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
October 26, 2023

HI @Kai 

What @Dave Mathijs mentions is a solution, or you can have one KB space in Confluence, label you pages related to the customer and on the KB config in each JSM project label the requests to only use the articles with the correct customer label.

Kai October 26, 2023

Hi Marc,

this sounds like a neat solution, also with the benefit of having all things in one place. Is there any link you could share how to achieve that.

Thanks!

Kai October 27, 2023

Screenshot 2023-10-27 at 14.39.48.pngHi, after trying and browsing for several hours, my understanding is that while the KB articles can be found via the Search icon (works), but can not be integrated as items into the main page (similar to topics on the Help Center). Or am I doing something wrong?

Marc - Devoteam
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
October 27, 2023

Hi @Kai 

You need to be a project admin on your JSM project and via project settings, to view the Knowledge Base option

The option I gave you is also only available if the JSM project is a company managed project (to bee seen in the left bar of the project add the bottom).

If you JSM project is a team managed one, than this option is not available.

Kai October 27, 2023

Hi, I am both site admin overall and admin for that project. Also it ks company managed.

 

Just to make sure. I see the KB option. I just don’t see any way how to attach it to the customer portal as a distinct object / panel

Marc - Devoteam
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
October 27, 2023

There is no distinct panel.

If you want to transform you portal you require an aap from the Marketplace

Example: Refined

Kai October 31, 2023

Hi @Marc - Devoteam , 

thanks for replying and your app recommendation, which indeed looks very promising (though a bit expensive, as I would need both their JSM and Cloud plugin to integrate Confluence pages...)

So just fo have the final check before I select your answer, it is not possible to integrate confluence pages as distinct items in the customer portal, as it is available via the Topic panel in the help center, right?Screenshot 2023-10-31 at 16.20.22.png

Marc - Devoteam
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
October 31, 2023

Hi @Kai 

No you don't.

But app from the vendor server their own purpose.

The Jira one is to make visual options and changes available in Jira.

The Confluence is to make visual options and changes available in Jira.

You don't need both.

And to answer you final check question, no you can't.

Kai October 31, 2023

@Marc - Devoteam 

just verified, unfortunately it is indeed needed to have Refined for Cloud in addition to Refined JSM. Otherwise it is not possible to integrate and show confluence pages

4 votes
Anna Mitina (Stiltsoft)
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
November 1, 2023

Hi @Kai ,

I'm from Stiltsoft and I believe you could use the functionality of our izi LMS for Confluence as a workaround.

izi LMS enables to create courses and quizzes right in Confluence which could help to solve your request. You could simply create a "course" and add project specific documentation, training material and the timeline as your "course modules". Main thing is that they are in a form of Confluence pages which they are, if I understand correctly.

Then you could enroll your customers to their respective "courses" and they will have access to everything they need in one place.

Let me know if you have any questions :)

0 votes
Dave Mathijs
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 26, 2023

Hi @Kai as you have a separate service project (portal) for each customer, you can create an equal amount of knowledge bases in Confluence for each customer and link the respective KB with the corresponding service project.

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
STANDARD
TAGS
AUG Leaders

Atlassian Community Events