By adding Creating different Refined sites in your Jira instance , you create separate experiences for each of your userslets you provide users with custom ITSM, help and support sites – giving everyone the help they need. For example, you can create one IT help desk that includes your Jira projects related to IT, and one HR help desk that includes your HR-related Jira projects.
You can add structure to your sites by organising your Jira projects into categories and subcategories. Since Refined version 3.0, you can also add custom links to your site’s navigation.
Site Builder
The Site Builder is the essence of your Refined site. It’s where you add content and build the navigation menu. There are two ways to access the Suite Builder:
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Here, you can:
Build a site’s structure and navigation.
Create categories.
Apply themes.
Access the Site Builder
Go to Jira Administration > Manage apps.
Click Refined Configuration > Open Refined Administration.
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| title | Via a Refined site or portal |
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Or:
On the Refined site, click the Cogwheel in the top right corner.
Click Site Builder.
Global JSM site and additional Refined sites
Refined is set up a bit differently, depending on whether which Jira solution(s) you have installed Jira Service Management, Jira Core, Jira Software, or a combination of the three.
When you combine have installed Refined (version 2.0 and newer) on an instance with Jira Service Management, your Help Center from native JSM is replaced by a Global JSM site. This site can’t be removed and holds all your Jira projects: from JSM, but also JSM projects. You can also add projects from Jira Core and/or Jira Software , if you have them installedby clicking the + (Plus) icon > Include Jira projects.
Aside form the Global JSM site, you can add as many additional sites as you want by clicking the Add site button in the Site Builder. You can then drag Drag and drop projects away from the Global JSM site into the additional sites. If you have installed Jira Core and/or Jira Software as well, it is possible to also add projects from there into your Global JSM site , or add them by clicking the + (Plus) icon > Include Jira Projectsprojects.
When you combine have installed Refined on an instance with only Jira Core and/or Jira Software, there is no global site. You have to manually create Create one or more Refined sites by clicking the Add site button in the Site Builder, and add projects to them by clicking the sites' + (Plus) icon > Include Jira projects.
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Turn off Refined
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on the Global JSM site
By default, Refined applies to your all sites, including the Global JSM site. If you prefer to keep the default JSM look and feel on the Global JSM site instead, go to the Jira Service Management tab and turn off Activate Refined globally:
Turned off means that Refined applies to all your JSM portals: the ones on your Global JSM site as well as the ones on all additional sites. In the Site Builder, a green label on the Global JSM site tells you that theming is activated.
Turned on means that Refined only applies to JSM portals that are placed on other Refined sites. In the Site Builder, a blue label on the Global JSM site tells you that theming is not activated.
Note that Refined always applies to additional sites.
Site settings
You can set up the site when adding it in the site builder, and edit it later by xyz
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Add the name and the URL path to the site, the URL can be used as a link to the site.
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Create and set up a site
To create a site, go to the Site Builder > click the Add site button.
Setting | Description |
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Name | Site name. |
URL path | Choose your sites’s URL: ../plugins/servlet/desk/site/url-path |
Start site for groups | Direct users from specific Jira User Groups to this site when they log in. |
Start site for anonymous users | Make this site the default start site for users who are not logged in. |
Navigation
Setting | Description |
|---|---|
Show site switcher | The Site Switcher is an easy way for users to navigate between your Refined sites. |
Main navigation | Determine the style of the category menu. |
Permissions
View permissions determine which users can see the site. Note that users with a URL to a portal that they are allowed to see in JSM will show the portal even though the user can't see the site itself
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Site logo. The site logo will be shown for this site.
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Set the Theme for the site. Leave it empty to use the same theme as on the Help Center site.
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If you want the Site Switcher to be shown on this site, make sure this option is checked.
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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.
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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.
Administrator permissions determine who can manage the site.
Theme
Click Change theme to apply a specific theme to this site. Alternatively, click Use default theme to apply the global theme.
Edit a site
Change a site’s settings by clicking its Cogwheel > Edit. You can edit the settings that you made when setting up the site (see the table above), as well as the site logo, favicon and app logo.
Add content and structure
Add categories, links, and Jira projects by clicking a site’s + (Plus) icon, or by simply dragging and dropping them from another location in the Site Builder.
Add structure to your sites by organising your Jira projects into categories and subcategories. Since Refined version 3.0, you can also add custom links in the Site Builder.