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From the Refined site, click the Cogwheel in the top right corner.
Click Site Builder.
Add a site
Go to the Site Builder.
Click the Add site button.
Add the name and the URL path to the site, the URL can be used as a link to the site.
Set the permissions for the site. Note: The permissions determine what users can see the site. If a JSM project is placed on a site, having a URL for a portal the user can see, will show the portal even though the user can't see the site itself. Permissions are based on User Groups, set up User Groups and add your users to these accordingly.
Site logo. The site logo will be shown for this site.
Set the Theme for the site. Leave it empty to use the same theme as on the Help Center site.
If you want the Site Switcher to be shown on this site, make sure this option is checked.
Start site for groups. The start site feature makes it possible to direct users to specific sites when they log in. This setting is based on Jira User Groups and can be used for licensed and unlicensed (JSD customer) users.
Start site for anonymous users. Check this box to make this site the start site for any user that is not logged in.
Drag and drop the JSM projects you want to have on this site.
Add categories. A category allows you to further direct your users and divide your portals, or get you a landing page where you can add information and links.
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Using Refined sites with projects from JSM
When you have installed Refined and Jira Service Management, there is always a Global JSM Site. This site is the equivalent to the Help Center of default JSM, which holds all JSM projects. It can have the default JSM look and feel, or you can add a theme to it with Refined.
Globally activated Refined JSM site
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Having Refined not activated globally means that JSM portals in the global site will not be themed, while JSM portals in the other Refined Sites or categories will be themed.
Using Refined
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sites with projects from Jira Core and Jira Software
When Jira Core and Jira Software are used either independently or together but without Jira Service Desk, there are no Refined Sites when Refined is installed. Any Refined Site has to be manually created.
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Any Jira Core or Jira Software project that you want to add to a Refined site needs to be manually added to the site - this means that you hand-pick which projects go on a Refined site.
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Using Refined sites with projects from Jira Core,
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Jira Software and
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JSM
You can add projects of any kind to any site, this is completely up to you. As soon as you have Jira Service Management the Global JSM site will be there, and you can add any project type to that site.
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