Creating different Refined sites in your Jira instance lets 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.
Site Builder
The Site Builder is the essence of your Refined site. 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.
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 which Jira solution(s) you have installed.
When you 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 JSM projects. You can also add projects from Jira Core and/or Jira Software by 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. Drag and drop projects away from the Global JSM site into the additional sites, or add them by clicking the + (Plus) icon > Include Jira projects.
When you have installed Refined on an instance with only Jira Core and/or Jira Software, there is no global site. 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.
Turn off Refined on the Global JSM site
By default, Refined applies to 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.
Create and set up a site
To create a site, go to the Site Builder > click the Add site button.
Setting | Description |
|---|---|
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. |
Show site switcher | The Site Switcher is an icon in the site’s top-left corner that helps users navigate between the Refined sites created in this Jira instance. |
Main navigation | Choose the style of the site’s navigation menu. |
View permissions | Determine who can view the site: anonymous users (who are not logged in), logged in users, or users from a specific Jira User Group. 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. |
Admin permissions | Add users here to give them site administrator permissions. |
Theme | Choose which theme to apply to the site. |
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:
Setting | Description |
|---|---|
Site logo | Shown at the top of all your site’s pages. |
Favicon | Shown in the user’s browser tab. |
App icon | Visible when a user adds a link on the home screen of their mobile device. |
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.