Add users and set permissions
Confluence is designed to help you collaborate with your team. You can easily add users, invite users, or allow new users to sign themselves up.
In this step, you will invite a user to come and try Confluence, and then manually add a user.
You need to be an Administrator to add users.
Let's try it now. To invite a user:
- Go to the Cog icon and choose User Management.
- Choose the Invite Users tab.
- Enter an email address of a colleague or friend, customise the message then Send.
To add a user:
- Choose the Add Users tab.
- Enter a username, full name and email address.
If you are creating a 'dummy' user, deselect the Send an email... checkbox to manually set a password for your user.
- Choose Add.
That's it, you've now added one user, and invited another to join you in Confluence. Now you need to think about permissions.
Permissions and Groups
Permissions control what a user can do in individual spaces and across the whole confluence site.
Users hold permissions as individuals (for example over content they have created) and by being a member of a group.
There are a number of default groups in Confluence:
|users or confluence-users||These are your typical users. They can add spaces, create content and collaborate.|
|administrators||These are your admins. They can access the Confluence Administration console and create new users.|
|system-administrators||These are the Atlassian administrators who look after your Cloud instance.|
|anonymous||These are users who are not logged in. You can choose to grant them permissions for your site.|
There are a couple of differences between Confluence Cloud and Confluence Server. Your 'users' group may be called 'users' or 'confluence-users' and in Cloud some admin functions are restricted.
Create a new group
In this example you will create a new group called 'project-team' and add your new users. You need to be an administrator to add a group.
To create the group and add users:
- Go to the Cog icon and choose Confluence Admin.
- Scroll down and choose Groups > Add Group.
- Enter a group name, for example 'project-team'.
- Choose Save.
- Choose Add Members.
- Enter names of the users you wish to add to the group and choose Add.
Your group has been created. Next you can grant some permissions to the group.
Grant space permissions to a group
- Go back to your new space (hint - the Confluence logo takes you back to the dashboard, or Spaces on the toolbar takes you to a list of spaces).
- Choose Space Tools in the sidebar.
- Choose Edit Permissions.
- Enter the name of your new group ('project-team') in the grant permissions field under 'Groups' and choose Add.
- Select all the permissions you wish to grant to the group including Space Admin.
- Scroll down and choose Save all.
Now any user added to the 'project-team' group will be able to access Space Tools, and administer the space.
You need to be a space administrator to grant permissions using this method. Most commonly the space administrator is the user who created the space. Members of the administrators group can also do this via > General Configuration > Space Permissions.
Confluence supports anonymous users. You are probably an anonymous user in our Confluence site right now.
Anonymous access is turned off by default. Once Anonymous access is turned on across your site, you can decide what permissions you would like to grant anonymous users in each space.
You may decide to make only some spaces accessible to anonymous users.
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