This guide is for people who want to use Confluence for an Intranet. You'll find it useful if you want to create, collaborate and share information effortlessly so that your team can make better decisions and free all of its knowledge from the depths of scattered hard drives.
The rest of this page gives more details of the above procedure.
Step 1. Add a Space
Below is a quick guide to adding a space. Visit our product documentation at Setting up a New Global Space for a full description.
The homepage of your new space will appear. Because you created the space, you are the 'Space Administrator'. Now you can do some basic configuration, as described in the sections below.
Step 2. Set the Space Permissions
Define the space permissions to determine who can do what in your new space.
A Bit More about Permissions
Confluence has a robust and granular permissions scheme that you can use to determine who can view, create content and comment within your intranet. There are three levels of permissions in Confluence:
- Global permissions apply across the entire site.
- Space permissions apply to a space.
- Page restrictions allow you to restrict the editing and/or viewing of a specific page.
Space permissions in Confluence are simple yet granular enough to be useful for an intranet. You can:
- Use the permission levels to control who can create pages in the space, delete pages, create comments, delete comments, administer the space, and so on.
- Grant a permission level to one or more users, and/or to one or more groups, and/or to anonymous users. A space administrator has complete control.
- 'Anonymous' means people who have not logged in to the wiki.
- The 'confluence-users' group is the default group into which all new users are assigned. Everyone who can log in to Confluence is a member of this group.
For example, you might allow the 'confluence-users' group full editing rights, but reserve only a few rights for an individual user (Ryan Reynolds).
For detailed information, see the documentation on:
Step 3. Customise the Title and Content of the Homepage
When you created your space, Confluence created a homepage with default content and a default title, 'Home'. You will want to change the title and content.
Step 4. Set Up your Email Notifications for the Space
Email notifications can be set exactly how you want them. Subscribe to all blog posts from Confluence, subscribe to your Network, or keep updated on any change within a specific space. Below is a quick guide to monitoring a space's content. See Watching a Space for a full description in our product documentation.
Example of an Email Notification
Here is an example of the email notification you will receive when a comment is added to a watched page:
A Bit More about Notifications
Similar to permissions, Confluence has a robust and granular notifications scheme that you can determine which content you want to be notified about on a global, space and page basis. The quick guide above demonstrated how to set up notifications for a space, now we'll show you how to receive notifications on the global and page levels.
Page and Blog Post Notifications
Once you've created a page or blog post, you can follow this quick guide to receive notifications from Confluence about changes, updates and comments to a specific page or blog post. See Watching a Page for a full description in our product documentation.
You can watch any given page or blog post in Confluence, but for now we'll focus on your space's homepage.
Step 5. Attach Office Documents to a Page
What makes Confluence a particularly effective Intranet is that it centralises the Microsoft Office documents scattered throughout an enterprise or team. We've all had to email a Word document or Excel spreadsheet to a coworker at some point. However, Confluence makes Office documents instantly viewable, editable and searchable by anyone from a single, web-based repository. Now you can share your Office documents without having to email them to your teammates and you'll always have the most recent version. See Attaching Files to a Page for a full description in our product documentation.
Step 6. Import Existing Word Documents into Confluence
While Confluence allows you to attach files to an individual page, you can also import content from Microsoft Word to Confluence's editor with just a few clicks. Free all of your information locked in Word and share it with your entire team or organisation; a great way to promote company policies, documentation or knowledge within your organisation. See Importing an Office Document into Confluence for a full description in our product documentation.
Step 7. Import Bundled Page Templates
In order for an intranet to be effective, people need to use it. One way to spur new user adoption is to provide your teammates with templates so that they can focus more on content creation and less on page format. Confluence offers a number of templates, including a template for 'Meeting Notes' and a 'Three-Column Layout', to help your team get started populating your intranet and improving its productivity. See Importing Templates for a full description in our product documentation.
Importing Page Templates as a Confluence Administrator
Finding Templates as a New User
Now that you have imported Confluence's bundled templates. You can see how new users will be able to access and choose which templates they can start creating content from to populate the intranet. There are two places any user can create a page with a Confluence template if you selected 'Global Templates' from the 'Import Templates' page:
From the Global Dashboard
From any Space, Page or Child Page.
More times than not, you won't be creating a page from the Confluence Dashboard. This quick guide will show you how to choose a template from any Confluence page.
You are now creating a second Space, your Personal Space.
Step 8. Set Up your Personal Space
Your 'Personal Space' is a place where you can publish your own pages and blog posts. Once you have set up your personal space, Confluence users can reach it by clicking your name in the People Directory or searching your name via Confluence's Quick Navigation Search.
At Atlassian, the 'Personal Space' is primarily used for two purposes:
- To provide a biography and relevant contact information for the user.
- To provide a home-base in Confluence that can be customised and personalised exactly how the user wants to use the space.
Here is an example of a user's 'Personal Space'. By creating a 'Personal Space', you are the Space Administrator and can can always access your space from the 'User' menu.
Step 9. Publish a Blog Post
At Atlassian we write internal blog posts frequently to put forth just about anything from product and strategic ideas, team updates, new hire introduction blog posts, and life updates, such as marriages or a birth of a child. Blog posts are a great way for us to vocalise our visions, get to know the coworkers that we don't work with directly and start interesting and lively discussions through commenting.
If you want internal blog posts to play a prominent role in your intranet, revert back to Step 4 and set your email notifications to alert you for all blog posts published within Confluence. See Working with Blog Posts for a full description on how to add, edit, view and link to blog posts in our product documentation.
Confluence's default email notification setting alerts any member of the 'Confluence-User' group about a published blog post from any space within the global site. Now that you have posted a blog anyone in that group for your instance has received an email linking them to your blog.
Here's an example of an Atlassian blog post:
...and the the subsequent conversation that ensues.