Confluence Cloud Setup

This guide covers the setup process for Confluence Cloud.

1. Creating an Atlassian Account

2. Setting Up Your Confluence Cloud Instance

  1. Choose Confluence:
    • After logging into Atlassian, select Confluence as your product.
  2. Set Up Your Site URL:
    • Choose a unique URL for your Confluence instance, typically in the format yourcompany.atlassian.net/wiki.
  3. Create Your First Space:
    • Spaces are the building blocks of Confluence where content is organized.
    • Choose between a team space, project space, or blank space.
    • Set a descriptive name and key for the space.
  4. Space Permissions:
    • Navigate to Space Settings -> Permissions.
    • Define who can view, edit, and comment within the space.
    • Assign Space Admins for managing settings.

3. Configuring Confluence for Your Team

  1. User Management:
    • Go to User Management in the admin settings.
    • Invite users and assign them to groups (e.g., confluence-users, confluence-admins).
  2. Page Templates:
    • Create templates for recurring content like meeting notes, project plans, and product requirements.
    • Go to Templates under Space Settings to customize or create new templates.
  3. Macros and Plugins:
    • Use Macros to embed dynamic content (e.g., Jira issues, calendars, charts).
    • Explore the Atlassian Marketplace for plugins that extend Confluence’s functionality (e.g., diagram tools, document management).
  4. Space Categories:
    • Organize spaces into categories (e.g., teams, projects, departments) to improve navigation.
  5. Labels and Metadata:
    • Use labels to categorize pages and make them easily searchable.
    • Implement a metadata scheme for consistent tagging across spaces.

4. Content Management

  1. Hierarchy and Organization:
    • Structure content with a clear page hierarchy (e.g., top-level pages for projects, child pages for detailed content).
    • Use Home Pages for each space to provide an overview and navigation links.
  2. Permissions and Restrictions:
    • Set page restrictions to control who can view or edit sensitive content.
    • Review space permissions regularly to ensure security.
  3. Search Optimization:
    • Encourage the use of meaningful titles and headings for better search results.
    • Use Excerpts to display summary content on other pages or dashboards.

5. Best Practices and Tips

  1. Space and Page Naming:
    • Develop naming conventions for spaces and pages to maintain a clean and organized structure.
  2. Collaboration:
    • Utilize inline comments and @mentions to foster collaboration.
    • Set up Notifications to stay informed of page updates and comments.
  3. Content Governance:
    • Implement content review processes to keep information up-to-date.
    • Use Page Archiving to manage old content.
  4. Performance and Scaling:
    • Monitor space size and page load times to ensure optimal performance.
    • Use Analytics to track content usage and user engagement.

6. Resources