With Refined, you can Connect users to categories and spaces. For example, on an intranet you can use this feature to show which users work on an HR project and which roles they have in this project.
Connecting users to a category or space does not mean you assign them special permissions. It is simply a way of displaying users who are organisationally connected to the category, for example to let users know who to contact.
Add users and user groups
To connect users to a category:
Go to the Site Builder.
Click a category’s Cogwheel > Connect users.
To connect users to a space:
Go to a space.
Hover your mouse over the Space users box on the left-hand side and click the Pen icon that appears.
Add roles
When adding a user to a space or category, you can specify which role they have. For example, you can assign a user the role of project lead.
Modules
Add the Users in Category module to a site or category home to show user information.
Macros
Use macros on pages, user dashboards, and space layouts to show user information:
Permissions
Confluence administrators can manage users for each category and subcategories through the Site Builder view permissions. Any user included as a category admin can manage users for that category and any subcategory visible for that user. The category admin will access the connect users settings from the category layout editor home.
Manage users dialog
The manage users dialog is where an Confluence administrator, Category admin or Space admin (depending on if it's a space or a category) can manage roles and users linked to a certain category, subcategory or space. The dialog is available from the Site Builder, from the category dashboards, or from the space via the Users In Space macro.
Configuration options
Configuration option | Description | Available for |
|---|---|---|
Category | If opened from the category dashboards, this option let's the admin switch between subcategories to select what category/subcategory to edit | Category |
Roles | Adding a role expands two fields allowing the admin to search for a user by full name or username, followed by a filed to define the Role title. Here the most popular role titles will be available as suggestions as well. | Category / Space |
User groups | Search for user groups defined in Confluence. Adding a group will link all containing users to this category/space. | Category / Space |
Users | Search for users by full name or username and select them to link them to this category/space | Category / Space |
Visible | Toggle whether or not the linked users should be visible in the category dropdown. If not checked the list will not be available in the category dropdown. It might still display users in any Users In Category macro. | Category |
Only display roles | Enabling this will only show users with assigned roles and not other users included through the users or user groups fields. The same functionality is available for spaces through the parameters in the Users In Space macro | Category |
