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!
Kai
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.
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!
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Hi, 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?
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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.
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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
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There is no distinct panel.
If you want to transform you portal you require an aap from the Marketplace
Example: Refined
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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?
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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.
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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
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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 :)
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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.
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