Knowledge base settings and permissions

Set up a knowledge base with Confluence Server

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Now that you've linked your Jira Service Management project to a Confluence space, you'll need to set your agents and customers up with the right permissions.

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Who needs a Confluence license

If you want your service project agents to create, comment on, and search the spaces on your Confluence site, they'll need a Confluence license. Your service project customers however, don't need a Confluence license to view knowledge base articles.

There are three levels of permissions in Confluence that determine who can view and create articles:

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If you, your agents or your customers are having difficulty viewing articles, check the permissions with your Confluence admin. 

Choose who can view articles

Go to Project settings  > Knowledge base > Access > Viewing.

This setting determines who can view articles via the help center or a link your team shares. You have two options to choose from:

Option 1. All active users and customers

Users who don't have a Confluence license can view knowledge base articles via the customer portal and help center.

Choose this if:
  • You want your team to write articles and share them with customers.
  • If your Jira Service Management site and Confluence site have separate user bases, you'll need to create a Confluence user account for each service project customer. If you don't want the customer to use a Confluence license, don't assign the Confluence user to a group.

Option 2. Only licensed users

Users who don't have a Confluence license can't read knowledge base articles unless you allow anonymous access in the knowledge base space.

Choose this if:
  • You only want to use your knowledge base for internal articles.
  • Anonymous access is not compatible with SSO using 2-legged OAuth.

Data privacy

If you choose the All active users and customers setting, you'll see the following message in the Confluence space permission screen:

Permissions tab. The description says that any active user can view this space.

This permission overrides all existing space permissions. Any logged in Confluence user will be able to see the space (regardless of their group membership).

You can disable this permission at any time, but it can only be re-enabled from Jira Service Management.

Login process

If you aren't using SSO or something that passes login information between instances, then users will need to log in to Confluence using their Jira Service Management credentials to view articles.

Check if agents can create articles

Your agents will need a Confluence license to create and edit articles, and permission to create articles in the Confluence space.

To check if an agent can create articles:

  1. Go to Project settings  > Knowledge base > Access > Authoring.
  2. Select the space permissions link, this will take you to your space permission's page.
  3. Check that the agent (or a group they are a member of) has the Add page permission.

Last modified on Sep 17, 2020

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