Versions Compared

Key

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

The Site Builder is the essence of your Refined site. It’s where you add content and arrange it into a structure that is reflected in the site’s navigation menu.

On this page, we show you how to:

Table of Contents
minLevel1
maxLevel2

Access the Site Builder

There are multiple ways to access the Site Builder.

...

titleVia Confluence or Jira

...

To add content to your site, go to the site structure:

Via the Refined Administration:

  1. Go to the Refined Administration

...

  1. .

...

  1. Click Sites in the left-hand menu.

...

Pick the site you want to work with.

...

Expand
titleVia the Refined Administration
  1. Click Sites in the left-hand menu.

  2. Pick the site you want to work with.

Image Removed

...

titleVia a Refined site

...

In the top-right side of the page, click the Cogwheel > Site Builder.

  1. Select the site.

  2. You land directly in the Site structure tab.

Widget Connector
width720
urlhttps://vimeo.com/960981988
height405

Via the Refined site:

  1. Go to the site.

  2. Click the (blue star) Cogwheel in the site’s navigation menu.

  3. Click Site structure.

Widget Connector
width720
urlhttps://vimeo.com/960982946
height405

You can also use the keyboard shortcut B for quick access.

...

Add content

...

Choose where to add the new content in your site’s structure. You can always move it to a different location later by dragging and dropping it.

...

To add an item to the bottom of the Site Builder, click the + Add Content button.

...

Choose which type of content you want to add, and set it up to your liking:

Rw ui children

Edit content

To edit a content item’s settings, click its … (Three dots) > Settings.

To edit the content and look of a page (Refined Page, page connected to a Confluence space, page connected to a Jira project, or page connected to a JSM portal):

  1. Click its … (Three dots) > Edit Page.

  2. The page will then open in the Page Builder.

Structure content (into parent and child items)

A structured Navigation Menu helps your visitors find the right content. Drag and drop your content items around in the Site Builder to achieve the desired structure.

Items that are justified to the left in the Site Builder (parent items) will appear as items in the Navigation Menu. Content that is nested under parent items (child items) will appear in drop-down menus in the Navigation Menu.

...

Content item

...

Can be

...

Refined Page

...

Parent
Child

...

Menu folder

...

Parent
Child

...

Link

...

Child

...

Confluence space

...

Child

...

Jira project

...

Child

...

JSM portal

...

Child

Delete content

To delete a content item:

...

Go to the content item’s Cogwheel > Delete.

...

...

Excerpt
nameItems and hierarchy

Content and structure items

Most sites consist of a mix of these content and structure items:

  • A Refined Page is a customizable landing page. Although it doesn’t feature a specific Confluence space, Jira Software project or JSM project itself, you can let it show content from spaces and projects that are already added in the site structure. You can group items under the Refined Page to create a drop-down list in the navigation menu.

  • Menu folders also let you create drop-down lists in the navigation menu. As opposed to a Refined Page, a menu folder doesn’t have a landing page.

  • When you add a Confluence space, you add all its pages and blog posts to the site. You can feature them on customizable landing pages to help users navigate the space’s content.

  • When you add a JSM project, you create a customizable landing page for the project. Users can create and view requests on this page.

  • When you add a Jira project, you create a customizable landing page for the project. Users can create and view issues on this page. Note that due to maintenance, it’s temporarily not possible for customers whose accounts were created after 20 August 2023to add Jira projects to Refined sites.

  • Links let you direct users to any page you want, on or off your site, straight from your site’s navigation menu.

Add items to your site

  • Click the + Add space or project button to choose spaces and projects from your linked Confluence/JSM instance.

  • Click the + Add other item button to add a Refined Page, menu folder, or link.

Widget Connector
width720
urlhttps://vimeo.com/1025430061
height405

Shape the navigation menu

The content you add will automatically appear in your site’s navigation menu. By dragging and dropping items, you can group them to create drop-downs in the navigation menu. You can also organize items into folders, and add links to other sites as menu items. You can even exclude certain items from the navigation menu if you want.

site-structure-vs-on-site-visual.jpgImage Added

Item

Can have other items grouped underneath it

Can be grouped underneath another item

Refined Page

(tick)

(tick)

Menu folder

(tick)

(tick)

Link

-

(tick)

Confluence space

-

(tick)

Jira project

-

(tick)

JSM project

-

(tick)

Info

You can add a Confluence space, Jira project, or JSM project to as many different sites as you want.

Edit an item’s settings

Click the item’s (blue star) three dots > Settings.

Edit an item’s view permissions

View permissions let you decide who can see specific Refined Pages, links and menu folders. This helps you tailor the site to different types of users.

  1. Click the item’s (blue star) three dots > (blue star) Permissions.

  2. Choose who can see the item. The same permissions apply to items grouped under it, unless those items have more restrictive permissions.. See examples in the image below.

  • All users. Default setting, no restrictions applied.

  • Only logged-in users. The item shows a lock icon in the site structure.

    • You can even limit access to specific Atlassian user groups. You need to be an Atlassian administrator to see or edit user groups.

  • Only users who aren’t logged in. The item shows a lock icon in the site structure.

...

Interactions with other permissions

You can also set general site access permissions and granular permissions on specific content on landing pages of Refined pages, Confluence spaces, Jira projects, and JSM projects.

All types of permissions are closely related and may impact each other. For example, a user who doesn’t have access to a landing page still won’t be able to see a section that’s set to be Accessible to anyone.

Edit an item’s customizable page

  1. Click the item’s (blue star) three dots > (blue star) Edit page.

  2. Edit the landing page in the page builder.

Info

Refined Pages, Confluence spaces, Jira projects and JSM projects all have a customizable page. A space’s customizable page can be disabled.

Delete an item

  1. Click the item’s (blue star) cogwheel > (blue star) Delete.

  2. In the popup that appears, click the Delete button to confirm your action.

When you delete content a Refined Page, Confluence space, Jira project or JSM project from your site, you lose the changes you made to its layoutcustomizable page. If you want to use the layout of that layout page again in the future, we recommend exporting it in the Page Builder before deleting the contentitem from the site structure. This way, you can import it to another piece of content later.

When you delete a page from a site, it is also removed from your promoted search results.

Recognise content types and sources

Looking at the Site Builder, you might have noticed that each content item features one or two icons. The icons give you an overview of the types and sources of content on your site.

The icon on the left-hand side of your content item indicates its content type: Page, Link, or Menu Folder. Confluence spaces, Jira projects and JSM portals always feature the Page icon and a content source icon: Confluence, Jira Software, or Jira Service Management.

On the right-hand side of the Site Builder, you can find an overview of the icons and their meanings.

...

View content on your Refined site

To see how content looks on your site:

...

Hover your cursor over the content item.

...

Click the arrow that appears next to the cogwheel.

...

customizable page later.

View an item on your Refined site

To go to the customizable landing page of a Refined Page, Confluence space, Jira project or JSM project hover your cursor over the item and click the (blue star) arrow that appears. The page opens in a new tab.