Confluence for Beginners is aimed at onboarding new Confluence users who need the fundamentals of how to use and understand Confluence. After completion, you will be able to navigate in Confluence and know the basics of permissions, how to create and edit a page, some of the most common macros in Confluence and how to use them, as well as how to collaborate in Confluence.
This training was written using Confluence version 6.11.0.
Before you can use Confluence effectively, you need to understand what it is and how you should organize spaces and pages. In our first video of this chapter, we'll talk about what is and is not included in this Confluence training course and introduce the fictional company used in our cases and lab exercises.
In our second Confluence video training, we are going to walk through the basics of logging in and navigating the Confluence interface including checking out the main dashboard and using the top ribbon to find different areas of Confluence. After this section, you will be able to go anywhere you want within your instance of Confluence!
Last, we will teach you about the organization and hierarchy structure of Confluence. Confluence helps you create, collaborate, and organize content in one location. When you start getting more and more content, it helps to have a reliable way to organize that content.
Introduction and Overview
Logging In and Navigation
Organization and Hierarchy
Permissions in Confluence
Confluence has permissions at the global level, the space level, and both view and edit permissions for individual pages. You have a lot of control over your content, and in this chapter, we'll teach you about the permissions and how to use them to keep your content secure.
First, we'll teach you how global permissions use groups to help set site-wide permissions and determine administrator permissions. Permissions are used in Confluence to restrict access to certain groups of pages or spaces–allowing admins to hide some spaces or pages from specific users and display them to others. Because of Confluence's collaborative nature, permissions are important to share access appropriately.
Second, we'll cover Space permissions. Space permissions have nothing to do with Mars or the moon–they are the set of permissions available for a space within Confluence. These permissions give users the ability to view and interact with a space, as well as administer the space. In this section, we discuss the basics of space permissions and share an example of how Great Adventure uses space permissions in their Customer Service team.
Last, we'll talk about page restrictions to fine-tune who can view or edit pages and child pages.
Groups and Global Permissions
Page Creation and Editing
If your organization is using Confluence, it is likely that you are going to create a page at some point. Creating a page is easy, and the editing tools available in Confluence are typical for a word processing tool.
In this chapter, we cover the initial step of creating a page, as well as some features to consider when creating a page such as moving pages, history and versions, and templates and blueprints. Next, we walk through each of these editing tools and give a brief overview of what they're all about. We'll follow that with a demonstration of labels, which allow you to group and categorize content across your Confluence instance. And last, we'll discuss macros. Macros add additional functionality to your Confluence page.
Editing a Page
Collaborating in Confluence
One of the main benefits of Confluence is that it offers collaborative tools that allow you to work closely with your team and communicate more effectively. From writing a Blog to mentioning another user on a Page, we can pretty easily keep teammates up to date on what is going on within Confluence, or bring relevant information to their attention.
In this chapter, we start with a brief overview of some of the available communication tools in Confluence. Then, we'll teach you how to save pages for later for your reference and watch pages so you can see when there are new updates to those pages.