Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info

Connecting users to a category or space does not mean you assign them special permissions. It is simply a way of displaying users who are organisationally connected to the category, for example to let users know who to contact.

Add users and user groups

To connect users to a category:

...

  1. Go to a space.

  2. Hover your mouse over the Space users box on the left-hand side and click the Pen icon that appears.

Add roles

When adding a user to a space or category, you can specify which role they have. For example, you can assign a user the role of project lead.

Modules

Use modules on a site or category home to show user information.

Users in Category module

Macros

Use macros on pages, user dashboards, and space layouts to show user information.

Permissions

Confluence administrators can manage users for each category and subcategories through the Site Builder view permissions. Any user included as a category admin can manage users for that category and any subcategory visible for that user. The category admin will access the connect users settings from the category layout editor home.

Manage users dialog

The manage users dialog is where an Confluence administrator, Category admin or Space admin (depending on if it's a space or a category) can manage roles and users linked to a certain category, subcategory or space. The dialog is available from the Site Builder, from the category dashboards, or from the space via the Users In Space macro.

Configuration options

Configuration option

Description

Available for

Category

If opened from the category dashboards, this option let's the admin switch between subcategories to select what category/subcategory to edit

Category

Roles

Adding a role expands two fields allowing the admin to search for a user by full name or username, followed by a filed to define the Role title. Here the most popular role titles will be available as suggestions as well.

Category / Space

User groups

Search for user groups defined in Confluence. Adding a group will link all containing users to this category/space.

Category / Space

Users

Search for users by full name or username and select them to link them to this category/space

Category / Space

Visible

Toggle whether or not the linked users should be visible in the category dropdown. If not checked the list will not be available in the category dropdown. It might still display users in any Users In Category macro.

Category

Only display roles

Enabling this will only show users with assigned roles and not other users included through the users or user groups fields. The same functionality is available for spaces through the parameters in the Users In Space macro

Category

Image RemovedImage Added