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Whether you’re a new contributor, a space administrator, or part of the technical a team, this training reference will help you work productively and maintain the quality and consistency of our knowledge base.

Looking for more training material, visit ? Visit the Atlassian Confluence Data Center documentation.

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• How-to articles Confluence

Confluence Site navigation

Use the site navigation menu to find people, pages, and apps no matter where you are in your Confluence site:  
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• Tap Home or the Confluence logo (  ) to return to your Confluence  dashboard. Tap Recent to see a list of pages and blog posts you’ve visited or worked on, plus drafts and starred content.
• Tap Spaces to move between your starred or recently visited spaces, or to access the space directory.
• Tap People to visit the people directory, where you can find information about the people you work with and create teams.
• Tap Apps to see a list of the apps that are installed on your site or visit an app’s dashboard.
• Tap Create to create a new page from anywhere on your site.

In addition, you can:

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Navigating within a space

Use the space sidebar to navigate within a space. The space sidebar appears to the left of the page you’re viewing. It has three parts, each specific to the space you’re in.

The name of the space appears at the top of the space sidebar, followed by links to the space overview, blog, and space settings, plus dashboards for any apps you have installed.

Below these items, you’ll find your space shortcuts. These are links to important pages or websites that people who use the space need to be able to find easily. You can add shortcuts to pages in the space, in other spaces, or even on external websites.

Finally, there’s the content in the space. 
Pages are organized and displayed hierarchically in the page tree. To see the children of any page in the space, tap > next to the page name. Confluence automatically displays the children of the page you’re viewing.

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Confluence access, permissions and restrictions

Access to Confluence spaces, pages, and administrative features is controlled through a combination ofGlobal Permissions, Space permissions , and Page restrictions.

These settings ensure that only authorized users and groups can view, edit, or manage content, safeguarding sensitive information and maintaining compliance with organizational security policies.

To promote consistency and simplify management, permissions and restrictions should be assigned through user groups rather than at the individual user level.

• Global Permissions  are managed by an Atlassian Administrator.

• Space Permissions / Page Restrictions  are managed by an Atlassian Administrator and/or Space Administrator.

If you or a colleague require access to a YME Confluence space or page, please submit an Application Access request form. 

Confluence Site navigation

Use the site navigation menu to find people, pages, and apps no matter where you are in your Confluence site:  
Image Added

• Tap Home or the Confluence logo (  ) to return to your Confluence  dashboard. Tap Recent to see a list of pages and blog posts you’ve visited or worked on, plus drafts and starred content.
• Tap Spaces to move between your starred or recently visited spaces, or to access the space directory.
• Tap People to visit the people directory, where you can find information about the people you work with and create teams.
• Tap Apps to see a list of the apps that are installed on your site or visit an app’s dashboard.
• Tap Create to create a new page from anywhere on your site.

In addition, you can:

• Search for content in the search bar
• Tap the 9-dot icon ( Image Added ) to switch to another Atlassian app
• Tap the bell icon ( Image Added ) to see notifications for your Atlassian apps
• Tap ( Image Added ) to get help, see what’s new, view keyboard shortcuts, and more
• Tap your avatar to provide feedback, edit your profile, and change your settings
  
  

Navigating within a space

Use the space sidebar to navigate within a space. The space sidebar appears to the left of the page you’re viewing. It has three parts, each specific to the space you’re in.

The name of the space appears at the top of the space sidebar, followed by links to the space overview, blog, and space settings, plus dashboards for any apps you have installed.

Below these items, you’ll find your space shortcuts. These are links to important pages or websites that people who use the space need to be able to find easily. You can add shortcuts to pages in the space, in other spaces, or even on external websites.

Finally, there’s the content in the space. 
Pages are organized and displayed hierarchically in the page tree. To see the children of any page in the space, tap > next to the page name. Confluence automatically displays the children of the page you’re viewing.

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Exploring your Home dashboard

Home Image Added makes it easy to explore your recent spaces and pages and stay updated on what’s happening in your organization. 
To the right of your dashboard, you’ll find site-wide announcements, calendars, and your site’s activity feed.

The activity feed is a treasure trove of recent and popular content across your site. These are pages and blog posts that other people in your company have liked or commented on. These updates can help you keep tabs on what’s going on across your company and gauge how your company culture is doing.

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Exploring your Home dashboard

Home Image Removed makes it easy to explore your recent spaces and pages and stay updated on what’s happening in your organization. 
To the right of your dashboard, you’ll find site-wide announcements, calendars, and your site’s activity feed.

The activity feed is a treasure trove of recent and popular content across your site. These are pages and blog posts that other people in your company have liked or commented on. These updates can help you keep tabs on what’s going on across your company and gauge how your company culture is doing.

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Also read information about The View File macro, this allows you to embed an Office or PDF document on a page in view only mode.

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More information can be found on the following Atlassian page; Code Block Macro

View File Macro (Embed an Office or PDF document)

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1. Create a page in Confluence or go to an existing page (you want to view the page, not edit it)
2. Go to Insert > Files and images and upload a file or drag the file directly onto the page
   You can attach multiple files at a time.
3. Save the page by selecting the Publish button
4. Open the page again and select Edit mode
5. Remove the file
6. From the editor toolbar, choose Insert  > Other Macros
7. Select the format of the file (Office Word, Office Excel, Office Powerpoint, PDF etc)
   The recently uploaded file will be selected automatically.
8. Select Insert
9. Save the page by using the Update button
   
   

When opening the page in viewing mode you can now see the content of the page. For editing the file must be downloaded and can be saved to upload the latest version.

Supported file types

To display an Office or PDF document in a page, use one of the following View File macros in the macro browser:

• Office Excel (.xls and .xlsx)
• Office PowerPoint (.ppt and .pptx)
• Office Word (.doc and .docx)
• PDF  (.pdf)

Apps

Draw IO

Draw.io addon for Confluence is used to create powerful, easy to use and secure diagrams and whiteboards.

You can use draw.io to visualize everything:

• Process Modeling and Relationships (BPMN 2.0, ERD, Flowcharts, Swimlane diagrams…)
• Software Development and Networks (UML, UML 2.5, AWS, Azure, Cisco, GCP, IBM…)
• Administration (Org charts, Mindmaps, Floorplans, Infographics)
• AI-driven Smart Templates for all of the use cases mentioned above
• Meetings and Brainstormings (with our simplified whiteboard editor)
• And many more

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•  and .docx)
• PDF  (.pdf)

Apps

Confluence supports a wide range of apps (also called add-ons or plugins) that extend its core functionality, enabling enhanced collaboration, automation, reporting, design customization, and integration with other tools.
In YME Confluence environment, apps are installed and maintained centrally by Atlassian Administrators to ensure compatibility, performance, and security.

Draw IO

Draw.io app for Confluence is used to create powerful, easy to use and secure diagrams and whiteboards.

You can use draw.io to visualize everything:

• Process Modeling and Relationships (BPMN 2.0, ERD, Flowcharts, Swimlane diagrams…)
• Software Development and Networks (UML, UML 2.5, AWS, Azure, Cisco, GCP, IBM…)
• Administration (Org charts, Mindmaps, Floorplans, Infographics)
• AI-driven Smart Templates for all of the use cases mentioned above
• Meetings and Brainstormings (with our simplified whiteboard editor)
• And many more

Documentation can be found on the Vendor website: Getting Started with draw.io for Confluence 
Tutorials can be found on the following site: Draw.io Tutorial

Embed Google maps Pro

Embed Google Maps Pro helps your organization and customers convey location, navigation instructions or directions on a Confluence page as per your business requirements.
This is the only macro that allows embedding from publicly accessible Google Maps without enabling HTML or IFRAME macros which can be a security risk in various environments.

Documentation can be found on the Vendor website: Welcome to Embed Google Maps Pro for Confluence

Table Filter, Charts and Spreadsheets for Confluence

This app offers a bundle of macros for managing Confluence tables, building charts, repurposing existing data of any format, and using excel-like spreadsheets. 

Documentation can be found on the Vendor website: Welcome to Table Filter, Charts & Spreadsheets for Confluence!

Open API (Swagger) Editor for Confluence

Open API (Swagger) Viewer for Confluence is a macro which helps to display Open API JSON/YAML definition in Confluence page.

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Documentation can be found on the Vendor website: https://elitesoftware.atlassian.net/wiki/spaces/OA/overview