Site Builder

The Site Builder lets you shape your site’s content and structure, which is also reflected in the site’s navigation menu.

Access the Site Builder

Via the Refined Administration

1. Click Sites in the left-hand menu.

2. Select the site.

3. You land directly in the Site Builder tab.

Via the Refined site

In the site’s navigation menu, click the Cogwheel > Site Builder. You can also use the keyboard shortcut B for quick access.

Content and structure items

Most sites consist of a mix of these items that let you shape your site’s content and structure:

• A Refined Page is a customizable landing page. It is not connected to any specific Confluence or Jira content itself. However, you can use it to show content from the spaces and projects that you group underneath it in the Site Builder. Any item that you nest below a Refined Page appears in a drop-down list in your site’s 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 create a customizable landing page for the space. Through this page, users can access the Confluence space’s pages and blogs.

• 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 Software project, you create a customizable landing page for the project. Users can create and view issues on this page.

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

Item hierarchy: shape the navigation menu

The navigation menu is your Refined site’s main menu, located at the top of all pages. The navigation menu reflects the content and structure created in the Site Builder. An organized menu helps your visitors find the right content on your site.

Simply drag and drop items to arrange them into a hierarchy. Group items underneath Refined Pages and Menu folders to create drop-down lists in the site navigation menu.

For example, you can create four menu folders which will be the main navigation menu items on your intranet: Teams, Projects, Resources and HR. Everything you group underneath these folders in the Site Builder appears in drop-down lists in the menu.

Add an item

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

1. To add an item to the bottom of the Site Builder, click the + Add New button. To add an item to a specific location in the Site Builder, hover your cursor between items and click the plus icon.

2. Select the item you want to add. Read more:

   • Refined Page

   • Menu Folder

   • Confluence space

   • Jira Service Management project

   • Jira Software project Note that due to maintenance, it’s temporarily not possible for customers whose accounts were created after 20 August 2023 to add Jira Software projects to Refined sites.

   • Link

Edit an item’s settings

Click the item’s … (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 … (Three dots) > View Permissions.

2. Choose who can see the item:

• Accessible for anyone (default setting)

  • No lock icon in the Site Builder.

  • No restrictions applied, all users see this item.

• Logged-in users only

  • Restrictions applied: the item shows a lock icon in the Site Builder.

  • Only logged-in users see this item. You can even limit access to specific Atlassian user groups.

• Anonymous users only

  • Restrictions applied: the item shows a lock icon in the Site Builder.

  • Only users who aren’t logged in see this item.

An item's view permissions also apply to sub-items grouped under it, unless these sub-items have more restrictive permissions set. See examples in the image below (click to enlarge).

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 … (Three dots) > Edit Page.

2. The page opens in the Page Builder.

Delete an item

1. Click the item’s Cogwheel > Delete.

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

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

View an item on your Refined site

To see how the customizable page of a a Refined Page, Confluence space, Jira Software project or JSM project looks on your site:

1. Hover your cursor over the item.

2. Click the arrow that appears next to the (…) Three Dots.

3. Your Refined site opens in a new tab.